engineering Construction

Consulting for Construction Companies

Win the Right Bids. Run the Project Cleaner. Stop Leaving Margin in the Field.

General contractors, custom home builders, civil and trade specialty subcontractors. Your business runs on bid pipelines, change orders, RFIs, and crews. The estimating spreadsheet is gold, the CRM is empty, the ERP is half-implemented, and project profitability isn't real until the job closes out, by which time it's too late to fix.

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What Construction Operators Tell Us

Backlog looks good but cash is tight. The estimator and the PM see different numbers. Procore or Buildertrend or CMiC sits half-used while project managers run their own spreadsheets. Marketing chases logos and brand without a clue which jobs actually came from where, and the same five referral relationships drive most of the work but nobody is feeding them.

Common challenges we see:

  • errorBid pipeline is in someone's head or a private spreadsheet
  • errorProject profitability is reported quarterly, in arrears, with surprises
  • errorRFIs and change orders aren't tracked back to root cause or to the team that produced them
  • errorRepeat-client and referral revenue isn't measured, isn't nurtured
  • errorThe construction-tech stack (Procore, Buildertrend, Sage, CMiC, Autodesk) is paid for but underused

How Our Core Practices Apply

monitoring

Revenue Attribution

Where do projects actually come from - referrals, repeat clients, paid digital, trade events, GC relationships? Track it, score it, and double down on what actually wins.

  • checkSource-to-contract attribution
  • checkBid hit-rate by source and project type
  • checkReferral relationship scoring
  • checkMarketing ROI by project segment
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hub

CRM Strategy

Pre-construction is a sales motion. We build the bid-to-contract pipeline and stitch it to your construction-tech so the same client record carries through to project handoff.

  • checkPre-con and bid pipeline CRM
  • checkCRM-to-Procore / Buildertrend / Sage handoff
  • checkOwner, GC, sub relationship management
  • checkEstimator productivity and bid response time
CRM for Construction arrow_forward
psychology

AI Strategy

Faster takeoffs, smarter estimating, document automation on submittals and RFIs, predictive flagging of jobs running off-budget. Tangible AI, not slideware.

  • checkAI-assisted takeoffs and estimating
  • checkSubmittal, RFI, and spec automation
  • checkProject risk and over-run prediction
  • checkSafety-incident pattern analysis
AI for Construction arrow_forward

Who We Work With

We work with construction firms doing roughly $5M to $200M in annual revenue who have grown past founder-led estimating and need real systems to keep margin intact.

  • check_circleGeneral contractors (commercial and residential)
  • check_circleCustom home builders and developers
  • check_circleSpecialty subcontractors (mechanical, electrical, concrete, framing)
  • check_circleCivil and infrastructure contractors
  • check_circleDesign-build firms

Platforms We Work Around

Common construction-tech we integrate with:

- Procore
- Buildertrend
- CMiC
- Sage 100/300
- Autodesk Construction Cloud
- Salesforce
- HubSpot
- BuildOps / ServiceTitan (for service arms)

Frequently Asked Questions

We already use Procore. Why do we need a separate CRM? expand_more
Procore is an excellent project-execution platform but a thin pre-construction sales tool. Most firms we work with end up running a CRM (Salesforce, HubSpot, or Procore CRM) for the bid pipeline, then handing off cleanly into Procore at contract. We design that handoff.
Is AI in construction actually useful for SMBs yet? expand_more
Yes, in narrow places. AI takeoff tools are mature. Document AI (parsing spec sets, automating submittals) is real. Predictive risk on schedule and cost overruns is emerging. Robotics and full autonomy are not where SMB contractors should spend.
Do you do construction marketing too? expand_more
We do marketing strategy and attribution, not creative or media buying. We work alongside specialist construction marketing agencies, and we make their work measurable.
How do you handle the gap between office and field? expand_more
That gap is usually the biggest blocker. Our work always includes a field-adoption plan: mobile-first workflows, killing duplicate entry, and giving PMs and supers a reason to use the system rather than route around it.

Stop Finding Out You Lost Money After the Job Is Done

Start with a discovery call. We'll look at your bid pipeline, your construction-tech, and your project margin and tell you where the leverage is.

Schedule a Discovery Call