CONSTRUCTION BUSINESS DIAGNOSTIC

Full Contractor
Health Check - done for you quote

A complete business health check audit of your construction business — i.e., profit, systems, and sales together — plus the strategic layer that ties them

$4,800· 4+ weeks · Written summary you keep

Book a Free 20-Minute Fit Call

What is a contractor sales diagnostic?

A contractor health check is the flagship comprehensive diagnostic engagement Shapcott Lauber offers. It covers all three single-area diagnostics — Profit & Accounting, Systems & Operations, Sales & Pipeline — and adds a strategic layer that none of them have on their own: a 12-month forward financial model, an owner load map, and a strategic risk register.

The result is the clearest read a contractor can get on where their business is, where it’s headed, and what to do in the next 90 days. It is written for owners who are past the “let’s poke at one area” stage and want the complete picture — particularly contractors with $1M to $20M in revenue, growing teams, and decisions in motion that depend on knowing whether the growth plan is actually possible.

The Health Check costs $4,800 — which saves $2,400 versus buying the three single-area diagnostics separately. The pricing difference reflects the integration value: the diagnostics are cross-referenced, the strategic layer is added, and the analysis is delivered as one coherent picture rather than three separate summaries.

This engagement is not a business valuation, a succession plan, a capital raise advisory, or a tax review. Those stay with specialized advisors.

Who is this for?

The Health Check is built for:

Construction businesses doing $1M to $20M in annual revenue
Owners with growing teams (typically 5 to 50 staff)
Contractors planning significant growth, an exit, or a strategic pivot in the next 12–24 months
Owners who want one comprehensive engagement instead of multiple diagnostics over time
Businesses where decisions are stuck because the data is scattered or hasn’t been pulled together

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

“I think we should grow 40% next year — but I don’t know if we can.”
“I need a complete picture before I decide what to fix first.”
“I want to know whether to hire, raise prices, change channels, or all three.”
“My banker / lender / partner / spouse wants to see real numbers.”
“I’m not sure if my growth plan is realistic.”

If you’re focused on a single area — pricing only, operations only, sales only — the single-area diagnostics at $2,400 each are the right choice.

What you walk away with

Everything from the three single-area diagnostics, cross-referenced and integrated, plus the strategic layer.

From the Profit & Accounting work

True gross margin and net margin vs. construction industry benchmarks
Fully burdened labor cost per crew member
Markup formula audit and recommended formula
Where profit leaked in your last three jobs
Cash flow rhythm — healthy or quietly drowning

From the Systems & Operations work

Single-page process map of how work actually flows, with owner-bottleneck list
Software stack audit with keep/cut/add verdicts
RACI for the top five functions
SOP roadmap and one populated starter SOP

From the Sales & Pipeline work

Ranked lead-source ROI table with cut/double-down verdicts
Funnel conversion rates and the leakiest stage
Speed-to-lead score and the 5-touch follow-up sequence
Pipeline health and quote-comparison findings

Plus the strategic layer (Health Check exclusive)

Top-down 12-month forward financial model — revenue target, jobs needed at current avg job value, leads needed at current close rate, capacity needed at current crew throughput. Shows whether your growth plan is actually possible.

Owner load map — a one-week time study showing where your hours go, ranked by $/hour value tier (HIGH, MID, LOW, DRAIN). Usually the most uncomfortable page in the written summary. It’s also the page that most often unlocks the conversation about the owner’s first delegation or first hire.

Strategic risk register — five to seven biggest risks (key-person, single-customer concentration, working capital, insurance gaps, license/cert expiry, succession).

Integrated 90-day action plan — three actions in profit, three in systems, three in sales, sequenced by dependency, with named owners and “done” criteria.

The written summary is approximately 20–30 pages. Cross-referenced. Includes 1-page printable artifacts (process map, owner load map, 90-day plan) you can put on the wall.

What's included

Full intake review across financial, systems, sales, and strategic material

One 60-minute owner call — goals, exit horizon, family and lifestyle constraints, risk tolerance. This shapes every recommendation.

30-minute interviews with a key employees of your choosing (operations lead, estimator, or office manager). Anonymized in the written summary.

One 90-minute process walkthrough call with the owner.

Optional 15-minute call with your bookkeeper or accountant, by your invitation.

Analytical work across profit, systems, and sales — burden calc, markup audit, cash-flow review, job-costing post-mortem, workflow and owner-bottleneck review, software stack review, role-clarity observations, lead-source review, funnel and conversion review, speed-to-lead and follow-up rhythm review, won/lost quote review.

One integrated 90-day action plan — cross-functional, sequenced.

Two findings calls (60 minutes each). Day 1 covers financial and systems. Day 2 covers sales and strategic. Splitting protects everyone’s energy.

Written summary, typically 20–30 pages, cross-referenced and designed to be useful whether or not you continue into coaching.

Reusable tools populated with your numbers where feasible — typically a labour-burden calculator, markup/breakeven calculator, lead-source tracker, follow-up template, 12-month forward model, and owner time-study sheet.

One starter SOP template populated with your inputs.

What you need to provide

The intake is the most comprehensive of any engagement. About 4–5 hours of owner time over a week. You upload to a private Google Drive folder we provide.

Financial

Last 12 months Profit & Loss and Balance Sheet
Three completed jobs with original estimates + actual cost summaries
Current pricing or markup formula
Sample current estimate
Crew list with pay rates, benefits, hours, allocations
Top five overhead line items you can’t explain

Systems

Org chart or one-page list of who does what
Bullet-point walkthrough of how work moves through the business
Software stack list
Any existing SOPs, checklists, templates
Sample recent change order, schedule, and invoice

Sales

Last 12 months of leads with date, source, value, status, response time
Marketing spend by channel for the last 12 months
Three won quotes and three lost quotes from the last 6 months
Your current quoting and follow-up process

Strategic

Top three goals for the next 12 months
Honest answer: if you stopped working tomorrow, how long does the business survive?
Your read on the riskiest thing in the business right now
One paragraph: what does “running well” look like in three years?

If any of this is messy or missing, the engagement pauses. The Health Check is not run on guesses for $4,800.

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 ($2,400)

Day 0 -2

Drive folder shared; you upload lead comprehensive intake

Days 2 - 10

60-minute owner call — goals, exit horizon, risk tolerance

Days 7 - 10

90-minute process walkthrough call — recorded

Days 10 - 14

30-minute key-employee interviews — confidential, anonymized

Days 10 - 17

(Optional) 15-min bookkeeper / accountant call

Same window

Analysis — 10 to 14 business days of cross-referenced work

Days 17 - 28

First Findings Call (60 min) — financial + systems

Days 28 - 32

Sesond Findings Call 2 following day (60 min) — sales + strategic + 90-day plan

Days 32 - 35

Written summary delivered; final 50% due

Same window

30-day free check-in call (optional)

At or Near Day 65

Pricing & Payment Terms

Fee: $4,800. Saves $2,400 vs. buying the three single-area diagnostics separately.

Payment: 50% on signing ($2,400). 50% on delivery of the written summary ($2,400).

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

Credit toward coaching: 50% of the diagnostic fee ($2,400) credited toward a coaching package if you engage Shapcott Lauber for coaching within 30 days of receiving the written summary.

This is the most direct path from a Health Check into a 12-week coaching engagement.

What this is not

Tax preparation, bookkeeping clean-up, software implementation, or HR/legal advice — out of scope, referred to network
A business valuation — separate engagement with a Chartered Business Valuator
A succession plan — strategic risk register may flag succession; building the plan is a separate scope
A finished SOP library — one starter SOP is included
Capital raise or M&A advisory
A guarantee of any specific business outcome