Sales & Pipeline Discovery Overview
Some months the phone won't stop ringing. Other months you're chasing anything with a set of plans. You're bidding a lot of work, but not always winning the right work.
That's what the Sales & Pipeline Discovery is built to find. It's a 3-day, fixed-fee review of how you find, price, and win work, and how to make your pipeline more predictable. 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:
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Winning the right work is the struggle
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Your pipeline swings between feast and famine
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You bid a lot of jobs, but your hit rate on the work you want is low
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You're not sure your estimating and bidding protect your margin
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Most of the selling still depends on you
Problems It Uncovers
A Sales & Pipeline Discovery is built to show you:
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Where good opportunities slip away between first contact and signed contract
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Which customers and types of work are worth chasing, and which ones aren't
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Where your construction estimating and bidding leave money on the table or win jobs you shouldn't
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Whether you have a real contractor sales process, or a set of habits that only work when you're in the room
What We Review
We've spent 5 decades in the consulting arena and talked with more than 10,000 trade business owners. Many of them were good builders who never had a clear way to find, price, and win the right work. So we start by looking at how sales actually happen in your company.
We'll ask for access to key records, including:
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Your financials, typically 2 to 3 years of P&Ls or income statements
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How you job cost
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How you estimate and schedule
We review your records, interview you, 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:
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Honest answers about what's really holding your sales back
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Clear priorities, so you fix the right things in the right order
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A practical plan built around your company, not a generic program
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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
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Fee: $1,500, fixed
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Duration: 3 days
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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.
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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
Is this the same as hiring a contractor sales consultant to sell for me?
No. We don't sell or bid work on your behalf. As a construction business development consultant, we look at how your company finds, prices, and wins work, and show you what to fix so your team can do it consistently.
Which Discovery is right for me?
Choose Sales & Pipeline if winning the right work is the struggle, Profit & Accounting if margins or cash are the issue, and Systems & Operations if jobs and handoffs break down. The Full Contractor Deep Dive covers everything. If you're not sure, we'll help you decide on the fit call.
Do I need a Discovery before coaching or fractional advisory?
In most cases, yes. We don't recommend solutions before we understand the problem.
Can you work with me if I'm not in North Carolina?
Yes. We work with contractors anywhere in the country, mostly remotely. On-site visits are available with travel expenses covered by you.
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 Pipeline Is Leaking
Not sure whether the Sales & Pipeline 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.