AI & Business Automation Process for Contractors Discovery
Your project managers spend their evenings on daily reports. Your office is retyping the same numbers into three different systems.
That's what the S&L's AI & Business Automation Process for Contractors Discovery is built to find. It's a 3-day, fixed-fee review aimed at finding where your company loses hours to manual admin work, and showing which tasks AI and automation can take off your team's plate first. We look before we recommend anything.
Who It's For
This Discovery is built for established, owner-led contractors with 10 to 100 employees.
It's a good fit if:
-
Your team spends too much time on paperwork and not enough on the work
-
You keep hearing about AI for contractors but don't know where to start
-
The same information gets entered into more than one system
-
You want practical answers, not a sales pitch for a new tool
Problems It Uncovers
An AI & Automation Discovery is built to show you where admin time is going.
Common areas we look at include:
-
Estimating and takeoff prep
-
Scheduling and dispatch
-
Daily reports and job documentation
-
Change orders
-
Invoicing and accounts receivable follow-up
-
Document and email handling
-
Data entry between systems that don't talk to each other
Not every task should be automated. Some need a better process before any tool will help.
What We Review
We've spent 5 decades in the consulting arena and talked with more than 10,000 trade business owners. So we start by looking at how the office and field actually spend their time.
We'll ask for access to key records and a look at how work gets done, including:
-
How you estimate, schedule, and job cost
-
The software and tools you use today
-
How information moves between the field, the office, and your customers
We review what you have, interview you and your key people, and then walk you through what we found. You'll need to set aside a few hours for the opening interview and the findings meeting. Before any detailed information changes hands, we sign a non-disclosure agreement. We never share your information or name our clients.
What You Get
At the findings meeting, we sit down with you and walk through:
-
An admin time map showing where your team's hours go on manual work
-
A prioritized list of tasks to automate first
-
Quick wins vs. bigger projects, so you know what can change now and what takes planning
-
Tool-agnostic recommendations, so the advice fits your business, not a vendor's product
-
A clear view of what improvement could be worth to your bottom line
After that, you choose. You can put the plan in place on your own, work with us through coaching, or bring us in as a fractional advisor. You can also do nothing. There's no pressure either way.
Timeline and Price
-
Fee: $1,500, fixed
-
Duration: 3 days
-
Guarantee: No deposit. If you're not satisfied with the findings, you pay no fee. The guarantee covers the Discovery fee; on-site travel expenses are billed separately.
-
Where: Remote-first. Most of the work is done with your records and video calls, so we serve contractors anywhere in the country from our base in Greensboro, NC. If you'd like us on-site, we're happy to come, with travel expenses covered by you.
Why a Fixed Fee
With a fixed fee, you know the cost before we start. Our job is to deliver, not to run the clock. What we bring is experience in the business of construction and a focus on the systems, methods, and controls that make a contractor more profitable and less dependent on the owner. No honest advisor can promise a specific result; that comes from you and your team doing the work.
Frequently Asked Questions
Do you sell or install software?
No. We're a construction business automation consultant, not a software reseller. Our recommendations are tool-agnostic, and we don't install software. When you need help setting up AI tools for construction companies, we'll refer you to trusted professionals in our network.
Is our data safe?
Yes. We sign an NDA before any detailed information changes hands, and we never share your information or name our clients. We also follow our Responsible Use of AI policy. We avoid putting confidential client information into public or unapproved AI systems, and every recommendation gets human review.
Do we need to be good with technology?
No. Construction admin automation starts with understanding how your work gets done. We meet you where you are.
What if I don't see the value?
Then you don't pay. There's no deposit, and the fee is only due if you're satisfied with the findings.
Find Out Where Your Team's Hours Are Going
Not sure whether the AI & Automation for Contractors Discovery is the right place to start?
Book a free 20-minute fit call. We'll talk about your business, your biggest challenges, and your goals, and we'll both know whether a Discovery makes sense.
No sales pitch, no obligation, and every Discovery comes with our satisfaction guarantee.
Want a quick read first? Take the free Contractor Profit Leak Check Scorecard.