CONSTRUCTION BUSINESS DIAGNOSTIC

Contractor Systems & Operations Diagnostic - done for you quote

A focused, fixed-fee audit of how work moves through your construction business — and where it bottlenecks on the owner.

$2,400· 2+ weeks · Written summary you keep

Book a Free 20-Minute Fit Call

What is a contractor systems diagnostic?

A contractor systems diagnostic is a focused, fixed-fee analytical engagement that audits how work flows through a construction business — from lead intake to final closeout — and identifies the steps that bottleneck on the owner. The deliverable is a written summary with prioritized 90-day actions, plus reusable tools or templates where feasible — typically a process map, RACI draft, or SOP roadmap.

The diagnostic does not assume anything is documented. Most small contractors run on tribal knowledge — the owner knows how everything works because the owner does everything. The diagnostic surfaces that, makes it visible to the team, and prioritizes the first three SOPs and the first delegation moves.

This engagement is not software implementation, hiring, recruiting, HR consulting, or labour-law advice. It identifies the gaps; filling them lives in coaching engagements or separate scopes.

Who is this for?

The systems diagnostic is built for:

Construction businesses doing $500K to $20M in annual revenue with 3 to 50 staff
Owners who feel like the business runs on their head, their phone, and their truck
Businesses that have outgrown the “we just figure it out” stage but haven’t yet documented anything
Owners who can’t take a two-week vacation without the business stalling
Companies adding their first PM, foreman, or office admin and needing role clarity

This is the right starting engagement if you’re saying any of these out loud:

“Every decision still runs through me.”
“I’m the bottleneck on quoting, scheduling, and change orders.”
“We need SOPs but I don’t know where to start.”
“My team waits for me on everything.”
“We have software but nobody uses it consistently.”

If you’re more concerned about profit specifically, see the Profit & Accounting Diagnostic. If you’re more concerned about lead flow, see the Sales & Pipeline Diagnostic.

What you walk away with

Typical outputs — what gets delivered depends on what the data and interviews support:

A clearer picture of how work actually flows through your business — Lead → Quote → Sold → Pre-build → Build → Closeout → Warranty

A list of the main owner bottlenecks and friction points

A practical review of role confusion, handoff gaps, or missing process discipline

Observations on software stack fit, over-complication, or underuse where relevant

A prioritized operating-improvement plan for the next 90 days

Reusable tools or templates where feasible — such as a process map, RACI draft (Responsible, Accountable, Consulted, Informed) or SOP roadmap

If a process map or RACI draft is part of what gets delivered, it’s yours to share with your team — most clients put them on the office wall.

What's included

Intake review of your org chart, software stack, sample documents, and walkthrough notes
90-minute process walkthrough call — recorded, transcribed — where you walk us through how work actually moves (not how it’s supposed to)
Review of current workflow, owner involvement, and recurring friction points
Role-clarity and handoff observations where data and interviews support them
Software stack review at a practical level
One 60-minute findings call, recorded, with transcript provided
Written summary, approximately 8–12 pages, with a prioritized 90-day action plan
Reusable tools or templates where feasible — such as process map, RACI draft, or SOP roadmap

What you need to provide

You upload to a private Google Drive folder we provide.

Org chart, or a one-page list of who does what
Software stack list — every tool you pay for (estimating, accounting, CRM, scheduling, project management, comms, document storage, takeoff, payroll, payment processing)
Any existing SOPs, checklists, or templates — even half-finished ones
One sample recent change order, schedule, and invoice
Bullet-point walkthrough of how a lead becomes a job, how change orders happen, how a job gets closed out
Top three things that consistently fall through the cracks
Top three things you wish you didn’t have to do personally anymore

If you have no documentation of any of this, that is itself the finding. We run the 90-minute walkthrough call as primary input and build the process map from your verbal description.

How it works

STEP

WHAT HAPPENS

TIMING

Free 20-minute fit call to confirm this is the right next step

Day 0

Agreement signed; 50% deposit ($1,200)

Day 0 - 2

Drive folder shared; you upload pre-work

Days 2 - 7

90-minute process walkthrough call — recorded

Days 7 - 10

Analysis: workflow review, owner-bottleneck observations, software stack review, role-clarity findings

Days 10 - 17

60-minute findings call

Days 17 - 21

Written summary delivered; final 50% due

Within 10 business days of findings call

Pricing & Payment Terms

Fee: $2,400 US, fixed.

Payment: 50% on signing ($1,200). 50% on delivery of the written summary ($1,200).

Refund policy: Full refund if the engagement isn’t a fit after intake review. No refunds once analysis begins.

Credit toward coaching: 50% of the diagnostic fee credited toward a coaching package if you engage Shapcott Lauber for coaching within 30 days of receiving the written summary.

What this is not

Done-for-you operations management
Software implementation, setup, migration, or training (Buildertrend, Jobber, ServiceTitan, etc.) — referred or scoped separately
Hiring or recruiting — the diagnostic identifies the role; filling it is yours
HR or labour-law advice — stays with your HR consultant or employment lawyer
A full SOP library — writing SOPs is coaching engagement work
A guarantee of reduced chaos without execution effort after the diagnostic