Stop losing leads between the first call and the proposal.
We set up your lead pipeline, estimating and proposal templates in Buildertrend so every inquiry gets tracked, followed up and turned into a professional proposal your client can sign online.
- Lead sources trackedWk 1
- Pipeline stages definedWk 2
- Follow up activities scheduledWk 3
- Estimate templates by job typeWk 4
- Branded proposal templatesWk 5
- Online signature to contractWk 6
Most lost work isn't lost on price. It's lost in the gap between the first phone call and the proposal: a lead that never got a follow up, an estimate that took three weeks, a proposal that looked like a spreadsheet.
We set up Buildertrend's sales side the same way we set up the rest: around how you actually sell. Lead sources, pipeline stages, follow up activities, estimate templates and branded proposals that clients sign online. When a proposal is signed, the job, budget and schedule start without retyping anything.
Signs you need this.
Leads live in your inbox and your phone
Nobody knows how many came in this month or which ones got a call back.
Estimates take too long
Every estimate starts from a blank sheet, so the fastest competitor gets the job.
Proposals don't look professional
Your work is high end, but the proposal looks like it came from a spreadsheet.
Signed jobs get retyped
After the contract, someone re-enters the scope, budget and schedule by hand.
What we set up for you.
- Lead sources and pipeline stages
- Follow up activities and reminders
- Lead forms connected to your website
- Estimate templates by job type
- Branded proposal templates with online signature
- Proposal to job conversion with budget and schedule
- Sales reporting: leads, close rate, pipeline value
How it works.
Map how you sell
From first contact to signed contract, step by step.
Set up the pipeline
Lead sources, stages and the follow up activities your team should never skip.
Build estimates and proposals
Templates per job type that look like the quality of your work.
Connect to the job
A signed proposal becomes a job, with budget and schedule ready to go.
“Process automation, understanding the customer journey in a construction environment, and attention to detail are some of the strengths Andrew brings to the table for any construction contractor. If you are trying to get on top of all the details of your business, get on the phone with him for 20 minutes. He will teach you a lot and give you some next steps to getting uber organized.”Les O'Hara, North Shore Brickwork and Windows, Evanston, IL
Sales and Marketing Setup questions.
Does Buildertrend have a CRM?
Yes. Buildertrend includes lead management, activities, estimates and proposals. We set it up around your sales process so your team actually uses it.
Can leads from our website go straight into Buildertrend?
Yes. We connect a lead form to your pipeline so new inquiries show up automatically.
Can you help with our estimating process?
Yes. We've walked teams through their estimating process twice a week until it ran on its own.
Do you collect customer reviews too?
Customer review collection is part of our client management setup, so happy clients get asked at the right moment.
From the blog
Pairs well with.
Find out what your system is missing.
Book a free 15 minute call. If it's a fit, your discovery call includes a complimentary audit of your Buildertrend account.