For general contractorsPlanned, high-value projectsLots of different jobs. One clear way to track every one.
General contractors handle a wide mix of projects. Enquiries come in through calls, forms, referrals and texts. Sorting good-fit projects quickly — and following up on each — keeps the pipeline healthy.
The customer journey
How a customer usually chooses a general contracting business.
01
The project
An addition, a repair, or a multi-trade job.
02
Fit check
They want to know if you take their size and type of project.
03
The bid
A site visit and a detailed estimate.
04
The decision
They choose based on trust, clarity and communication.
Where jobs slip
Three common leaks for general contractors.
Leads in too many places
Calls, texts, emails and referrals scattered across phones.
Poor-fit enquiries eat time
Without good intake questions, every lead needs a phone call.
Bids without follow-up
Detailed bids that sit unanswered for weeks.
What we’d look at first
Fixes that fit how your customers hire.
These are common starting points for a general contracting business. Your setup is agreed on the call, based on where your leads actually come from.
An example
Sorting the week’s enquiries
Hypothetical · not a client resultAn illustration of how the pieces work together. It does not describe a real customer or promise an outcome.
A sample general contractor receives enquiries by form, phone and text over a busy week.
Each one lands in a single lead list with its source and details.
The owner reviews them Friday, books site visits for good fits, and replies to the rest.
Bids sent that week get an automatic check-in a few days later.
Let’s map how your general contracting business wins jobs.
On the call we trace how customers find you, contact you and book — and point out where jobs may be slipping. Honest advice, no pressure.