A clearer pre-sale process for renovation teams
Recover more renovation opportunities. Book more qualified site visits.
Bring enquiries, project details, appointments, and quote follow-up into one visible workflow. Give your team a practical answer to “what should we do next?”
Built for residential remodeling and renovation contractors. Results depend on your starting point and sales process.
Action center
What needs attention
New enquiries
12
Site visits booked
5
Quotes to follow up
3
Every enquiry has a next step
Every project gets a useful brief
Every sent quote stays visible
The problem
Good projects slip through ordinary gaps.
A missed call, a slow reply, an incomplete project brief, or a quote with no follow-up can make a real opportunity disappear.
Scattered enquiries
Forms, calls, referrals, and campaigns arrive in separate places. The team needs a shared view of new work.
Thin project details
An estimator cannot prepare well when the service, location, budget, and timing are missing.
Booking friction
A promising homeowner can go cold while a site visit waits to be arranged.
Silent estimates
Quotes need a clear owner and a respectful follow-up plan, even when the team is busy.
The workflow
From first enquiry to a measured outcome.
A connected pre-sale process helps the team respond, qualify, book, follow up, and learn from every opportunity.
Make the first reply count.
Bring new enquiries into one queue, acknowledge them quickly, and show your team which person needs a call next.
Explore the workflow → 02 / Lead qualificationKnow the project before the first visit.
Collect practical project information early and prioritize enquiries that match your services and capacity.
Explore the workflow → 03 / Consultation bookingTurn interest into a site visit.
Move qualified homeowners toward a consultation with clear booking, confirmation, and follow-up steps.
Explore the workflow → 04 / Quote follow-upDo not let a sent estimate become a dead end.
See which quotes need attention, send relevant follow-up, and record whether the project is won, lost, or still active.
Explore the workflow → 05 / Old-lead reactivationRevisit the opportunities already in your records.
Segment suitable past enquiries, respect opt-outs, and invite interested homeowners into a fresh conversation.
Explore the workflow →A useful view, not another inbox
See what needs attention today.
The contractor workspace is designed around clear next actions: new enquiries, site visits, estimates needing follow-up, and integration issues.
The preview uses illustrative data. Actual metrics depend on connected sources and customer configuration.
Action center
What needs attention
New enquiries
12
Site visits booked
5
Quotes to follow up
3
Built around your work
Renovation sales has its own questions.
Qualification should reflect the service you sell, the projects you want, and the areas you serve.
For kitchen remodelers
A clearer path from kitchen enquiry to design conversation.
Kitchen projects carry a lot of early questions. Capture enough context to focus your first call on the homeowner’s goals.
See the approach →For bathroom remodelers
Get the right bathroom details before the first call.
A small powder-room update and a full primary bathroom remodel need different conversations. Your intake should reflect that.
See the approach →For home addition contractors
Start complex addition projects with a better brief.
Home additions often begin with a broad goal rather than a finished plan. Organize the early facts before the team invests in discovery.
See the approach →For whole-home remodelers
Make the first conversation as thoughtful as the project.
Whole-home renovations involve overlapping goals and several decisions. A clear intake helps your team arrive prepared.
See the approach →For roofing and exterior contractors
Route urgent and planned exterior work with clarity.
A leak, a roof replacement, and an exterior refresh should not enter the same follow-up queue with the same priority.
See the approach →Make the economics explicit
Start with your numbers.
Look at enquiry volume, response time, bookings, close rate, and project margin before estimating any return. Our calculator is an illustration, not a forecast.
Explore the ROI calculator →Measure how enquiries move through your current process.
Find response and follow-up gaps worth fixing first.
Compare actual results after launch against the baseline.
How the ecosystem fits
Clear roles around one contractor workflow.
The contractor-facing pre-sale workspace and lead-conversion workflow.
A potential source of qualified renovation enquiries.
The implementation and operations partner behind the setup.
Your first step
Find the gaps in your lead flow.
Share how enquiries arrive, how quickly your team responds, and what happens after a quote. We’ll use that context to shape a practical audit conversation.