What changed after we left.

Cold callers were dialing a 4,000-name list with no prioritization. Conversion sat at 0.5%. Rep time burned on contacts who were never going to buy.

A lead research and scoring pipeline. Probate and distressed signals identified and weighted, the list refined from 4,000 down to 200 high-fit prospects, and context delivered to callers before they dialed.

Conversion went from 0.5% to 15% sustained. Thirty times the return on the same dialing hours.

Over 300 active clients and no way to see where any of them stood. The team lost hours a day asking each other what stage a client was in.

CRM architecture with pipeline stages mapped to their actual filing process, role-based permissions, full team training, and SOP documentation so it survived staff changes.

Full pipeline visibility across the team, and a 60% reduction in client attrition over six months. The business stopped running on memory.

A 30+ person contractor running bid intake by hand. Five years of estimates, addenda, and job history spread across email threads and Trello boards, with no single view of what had been quoted, won, or left on the table. Answering "which GCs ghost us the most?" meant clicking through Trello and digging in an inbox.

A full operational audit before touching anything. We imported 93,550 emails across 40,119 threads and 18,023 Trello cards from four boards into one structured database, then built the links between them so every email connects to its project and its card. Match coverage on the Estimates board went from 14% to 70.7%.

Five years of the business became searchable in seconds. The audit surfaced findings across pricing, routing, capacity, and rebid behavior, each one traced back to source records rather than inferred. Implementation is scoped from what the data actually shows.