Sales System: 30 Days to Live
Assessment → Build → Launch → Optimize
From kickoff to fully running system. Your Sales System deployed, tested, and running. Every lead captured. Every follow-up automated.
Assessment
Understand your current process, lead sources, and bottlenecks.
Design
Design your Sales System: routing logic, follow-up cadence.
Build & Deploy
Build, configure, integrate, and test your entire system.
Launch
System goes live. Leads start flowing. Team trained.
Optimize
Monitor, refine, and continuously improve performance.
Detailed Process
Construction CRM Implementation Process: Detailed Deliverables & Timeline
A transparent look at exactly what we do and deliver at every stage: sales audit, pipeline design, automation deployment, system operation, and weekly optimization.
Revenue Audit
A 45-minute diagnostic session
We start with a comprehensive review of your current sales process. This isn't a sales call—it's a diagnostic session where we identify exactly where revenue is leaking and what it's costing you.
Outcome: You leave with a clear picture of your current state and a specific plan for what needs to change.
Deliverables
Pipeline Design & Rules
Custom architecture for your business
Based on the audit findings, we design a Sales System tailored to your specific operation. This includes routing rules, follow-up cadences, and reporting metrics.
Outcome: A complete system blueprint ready for implementation, reviewed and approved by you.
Deliverables
Automation & Sequences Deployment
Building and launching your system
Our team builds your Sales System from the ground up. We configure all automation, build follow-up sequences, set up integrations, and prepare everything for launch.
Outcome: A fully operational Sales System ready to capture, route, and follow up on every lead.
Deliverables
System Operation & QA
We run it. You close deals.
Once live, we take over daily operation of your system. We monitor performance, handle adjustments, and ensure everything runs smoothly while you focus on sales.
Outcome: Hands-off operation where leads flow through your pipeline without manual intervention.
Deliverables
Weekly Reporting & Optimization
Continuous improvement based on data
Every week, you receive a detailed report on system performance. We analyze the data, identify opportunities, and make improvements to drive better results.
Outcome: A system that gets better every week, with clear visibility into what's working and what's not.
Deliverables
Move Fast
30-Day Construction CRM Implementation Timeline & Milestones
This is what happens when you stop overthinking and start executing. Kickoff call, system design, build phase, launch, and first performance report—all in 30 days. Your competitors take months, you take 30 days.
Kickoff Call
We align on goals, gather access to your tools, and set expectations for the implementation.
System Design
We deliver your custom Sales System blueprint for review and approval.
Build Phase
Our team builds and configures your complete system, with progress updates along the way.
Launch
Your Sales System goes live with monitoring and immediate optimization.
First Report
You receive your first comprehensive performance report with initial insights.
Common Questions
Implementation FAQ
Answers to common questions about the 30-day implementation process, system requirements, and what to expect.
How long does implementation really take?
30 days from kickoff to fully operational. Days 1-5: assessment and design. Days 6-20: build and configuration. Days 21-25: launch and training. Day 30: first performance report. Most construction CRM implementations take 3-6 months. We do it in 30 days because we own the process and we have done it hundreds of times.
Do I need to stop using my current CRM?
No. We integrate with your existing CRM (Salesforce, HubSpot, ServiceTitan, BuilderTrend, JobNimbus, etc.) and make it more powerful. Our Sales System layers automation, AI qualification, and routing on top of your CRM. All lead data flows into your existing system automatically.
What happens during the assessment phase?
We map your current sales process end-to-end: lead sources, response times, follow-up gaps, pipeline stages, conversion rates, and revenue leakage. We identify where leads are falling through, how much money you are losing, and exactly what needs to change. You get a custom recommendation report showing the specific fixes for your business.
Will this disrupt my current operations?
No. Implementation happens in parallel with your current process. We build and test everything before launch. When we go live, it is a controlled rollout with monitoring and support. Your team gets training and documentation before the switch. Minimal disruption, maximum improvement.
What if I do not have a CRM or any automation right now?
That is common and actually easier. We start fresh with best practices from day one. No bad habits to break. No legacy mess to clean up. We build your Sales System from scratch, configured perfectly for your business from the start.
Who on my team needs to be involved?
Minimal involvement required. We need someone with access to your tools (CRM, email, phone system) and someone who can answer questions about your sales process. That is usually the owner or sales manager. Total time commitment: 2-3 hours during the first week, then minimal oversight.
Your System is Ready.
Book a call. We'll show you exactly how your Sales System works, what it looks like in your business, and how we get it running in 30 days.
Book Your Strategy Call