Onboarding & Go-Live

From the day you sign to the day it pays off

You build the job. We run the customer side. Here is exactly how we take it over — what we build, the day we go live, and the 90 days we put in writing.

You

You build the job — the estimate, the crews, the work.

We run the customer — every conversation, start to finish.

The handover, start to finish

Four steps. Two dates that matter.

The day we go live, and the 90 days that prove it.

You sign

Owner: You

$4,500 to start — a $3,000 one-time build plus your first month. One decision, and the clock starts.

The build

· first 30 daysOwner: Us

We stand up everything your customer side runs on:

A new website
Full integration with how you already work
Your CRM migrated and launched
Every phone and follow-up script written
Your customer service rep trained and ready

You pay no commission during the build — not a percentage until the system is live.

Go-live

· day 31Owner: Us

Your rep goes live and we take the customer side — every call, text, and follow-up, start to finish. This is when commission begins. Day 31, not a day before.

The proof window

· first 90 daysOwner: Us

The guarantee

In your first 90 days live, we close at least 25% more revenue than you did in your last 90 days before us — or we work the next 30 days free.

The whole book

We are not showing you our best client. We are showing you all of them.

+151%

revenue per contractor vs. before us — every one up, from +77% to +256%

signed contracts across three named contractors, trailing 90 days

$817,457

in signed work over the same 90 days

Measured against each contractor's own records from before they started with us.

Once we're live

The machine we run on every customer

The day we go live, every customer starts running through the same sequence, held to the same standard.

We run 12 of the 14 steps. Two are yours — price the job, help the homeowner choose. That's it.

Goal 1 · Win the job

First hello to signed contract.

1
Answer the call
Under five minutes. Seven touches before we quit.
Us
2
Confirm it's in your area
The one check: is the home in your service area? Everyone who passes gets booked.
Us
3
Book the inspection
Two times offered, the homeowner picks one.
Us
4
Confirm the day before
Every decision-maker at the house, not just the one who called.
Us
5
Price it live
After someone has walked the job. Face to face, never mailed cold.
You
6
Narrow to one option
With the homeowner, until a single option is left.
You
7
Lock the payment
How they'll pay is set before the one-option proposal goes out.
Us
8
Get the signature
E-sign. The deposit invoice fires the moment they sign.
Us
9
Collect the deposit
Paid the same day. Now the job is won — signed, with money down.
Us

Goal 2 · Deliver the job and earn the review

The day the job is done.

10
Carry the schedule to the homeowner
You set the production dates; we relay every bit of it — start date, arrival windows, delays, change orders. They hear it from us first.
Us
11
Answer questions through the build
While your crews work, every question gets answered and every update pushed. They never wonder what's happening.
Us
12
Collect the final payment
Job complete, balance invoiced and collected.
Us
13
Quality-control call
We walk the finished work with them. Anything wrong gets fixed before anything else.
Us
14
Ask for the review
Once the work is right, the same ask, the same way, every customer.
Us

Want the responsibility line drawn out in full? See who does what.

See it run on a real account

Give us twenty minutes. We'll walk you through a contractor account we actually run, take you through all 14 steps live, and show you where your customer side is losing jobs right now — yours to keep, whether we work together or not.

Book 20 minutes

We take on very few contractors at a time.