Systems Audit
The audit identifies which leak is biggest — slow proposal turnaround, quotes going cold mid-cycle, project visibility, or missed reviews — and what install tier closes it.
For general contractors
A $48k kitchen remodel quote going quiet for two weeks costs you the job to whoever followed up on day 3.
No tech prep needed. We'll guide you.
Day 3, 7, 14 follow-up
Proposals get automatic re-engagement on a schedule that matches contractor sales cycles. You stay top-of-mind through the homeowner's decision window.
Daily client updates
Photos and milestone updates push to a private project page every evening. Clients stop calling for status — and start telling neighbors about the experience.
Automated review request
A review request fires within 48 hours of project completion, while the work is fresh and the client is happy.
A day in the life
See how Systems for General Contractors That Keep Long Sales Cycles From Going Cold teams go from chaos to clarity
Three referral leads from yesterday — none replied to yet. Plan to handle by lunch. Don't
Walking the Westlake kitchen with a homeowner. Take notes on a legal pad. Will type up the proposal "tonight"
Realize the $42k Dripping Springs quote from 8 days ago has gone silent. Should follow up. Don't
Client texts: "Are the cabinets still on track for next week?" Not sure. Will call the supplier in the morning
Bee Cave addition wraps. Forget to send the review request. Six months later, no review left
Friday invoice from last week's tile work — still unpaid. Two weeks. Send a "checking in" email. Don't
All three referral leads got auto-replies overnight with intake forms. One already filled it out — walking it tomorrow
Westlake walk-through synced to the project record from the field. Proposal goes out tonight from a template — half the time
Dripping Springs quote got a day-7 follow-up this morning. Client just replied with two questions — you're back in the running
Open the project page: cabinets confirmed for Tuesday. Reply to client in 30 seconds with a photo of the supplier confirmation
Bee Cave addition closes. Review request fires in 48 hours. Two weeks later, fresh 5-star on Google
Tile invoice — paid yesterday. Day-7 reminder did the work without the awkward email
Real scenarios from Systems for General Contractors That Keep Long Sales Cycles From Going Cold teams we’ve worked with
Solutions
We match your specific challenges with the right solution package. Each one is designed to fit where you are now and where you want to go.
The audit identifies which leak is biggest — slow proposal turnaround, quotes going cold mid-cycle, project visibility, or missed reviews — and what install tier closes it.
Growth handles website, GBP, lead capture, multi-touch quote follow-up, and appointment confirmations. The right fit for most remodel/addition GCs running 5–20 active jobs.
Full System adds CRM with project tracking, multi-stage build automations, daily client updates, and invoice follow-up. For GCs running multiple active builds with crews and subs.
Common challenges
Impact: Remodel sales cycles run 3–8 weeks. Quotes that go silent for more than 5 days lose against competitors who follow up on a schedule.
Impact: Project visibility is the difference between a stressed client and a referral. Without a single source of truth, every status question becomes an emergency.
Impact: Contractor referrals have a 4–7 day window before they cool. Slow proposals lose well-qualified work to faster shops.
Impact: Reviews and referrals are the lifeblood of GCs. Without an automatic post-job review request, you leave the most valuable part of word-of-mouth on the table.
What we build
Quote sent → automated follow-up at day 3, 7, and 14 if no signature → reminder to the contractor at day 21 to call directly. No quote dies in silence.
Demo, rough-in, drywall, finish — each stage has its own confirmations to client and crew. Everyone knows what's happening this week.
Inbound referral leads get a same-day auto-reply with project intake form. You walk in to the first conversation already knowing the scope.
Within 48 hours of project signoff, an automated request goes out for a Google review and a referral. Photos optional, just one click.
Don't see your exact setup? We work with most systems you already have and tie them together so you get time back for the work that actually makes you money.
Results
The practical improvements these setups are designed to support for General Contractor teams.
Day 3, 7, and 14 follow-up keeps proposals alive through the typical 3–8 week contractor sales cycle
Daily project updates pushed to a private page reduce status calls by 70% and turn satisfied clients into active referrers
Post-job review request fires within 48 hours of completion — the highest-conversion window for a 5-star
Integration
We integrate with the tools General Contractor teams already use. No forced migrations, no platform lock-in.
Don't see your tool? We work with most platforms and can build custom integrations.
Templates
Start with the DIY templates that match how General Contractor teams handle pricing, intake, and follow-up. Use them now, then upgrade to a full system when you are ready.
Before you implement, estimate how much revenue and profit is at risk from missed calls and slow follow-up in your current workflow.
Open Missed-Call CalculatorYes. We connect Systemly's automation layer (lead capture, quote follow-up, review requests) to your existing project software via Zapier or API. Most GCs keep their build software and use Systemly for the front-end and back-end.
Change orders get tracked against the original proposal in the CRM with written approval flow before work begins. The audit trail keeps client and contractor on the same page.
We can wire sub assignments into project stages so the right crew gets the right confirmation and reminder before each phase. The system doesn't replace your trade software — it connects it.
GBP optimization and local SEO are part of the build. We focus on the searches that actually convert — "kitchen remodel near me," "general contractor [city]" — not vanity rankings on broad terms.
Most installs go live within 1–2 weeks. The Foundation tier is fastest. Growth and Full System include a longer post-launch tuning window so the proposal flow matches your actual sales cycle.
For Growth and Full System: if 30 days after launch the auto-replies, confirmations, reminders, and invoice nudges aren't running, we keep working — same monthly bundle, no extra invoice — until they are.
Contact
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