Pick the entry point that matches where you are. Every engagement ends with a system your team owns and runs.
Operator Intelligence System
The four layers we install.
CRM, AI, field ops, and habits — connected. Here's what each layer actually looks like when it ships.
Layer 01 — CRM
HubSpot or Salesforce CRM
The operating system for revenue. Pipelines, lifecycle stages, and automations built around how restoration and commercial construction companies actually sell into CRE and FM — not a generic template bent to fit.
Sample. Built for a real direct commercial operator.
Layer 02 — AI
AI automation
AI that drafts the dispatch alert, the follow-up, the estimate summary, and the client update — then hands it to a human to review and send. Speed without losing the judgment that wins commercial work.
Sample. AI dispatch alert drafted from an intake call, reviewed by a human before mobilization.
Layer 03 — Field Ops
Field operations system
One source of truth for jobs, equipment, crews, and client communication — connected back to the CRM. The office, the field, and the client all see the same status in real time.
Sample. Live dashboard refreshed from HubSpot and QuickBooks data.
Layer 04 — Habits
Sales habits and leadership rhythm
Talk tracks, role plays, pipeline accountability, and a weekly leadership cadence. The habits that turn a new system into a team that runs it the same way every week.
Sample. The 45-minute Monday cadence Rel8 installs.
00
Strategy Sprint
Two-week operator diagnostic
$2,500
2-week engagement
One recovered deal pays it back several times over.
The foot-in-the-door before a full build. We map your current pipeline, CRM, and field ops against the Operator Intelligence System, identify the two or three highest-leverage fixes, and hand you a prioritized install plan. Credited toward any build you commission within 60 days.
What's included
—Working session with the owner and one operator
—Audit of CRM, pipeline, field ops, and sales rhythm
—Prioritized 90-day install plan with revenue impact
—Credit applied to any Rel8 build started within 60 days
One direct CRE or FM account typically pays for the entire build.
Average direct commercial job at a hyperscaler-tier FM account: $80K to $250K. Build pays for itself on the first won account.
The complete Operator Intelligence System. We design and install the connected stack that runs your revenue, operations, and communication — then embed the habits that keep it working.
What's included
—HubSpot or Salesforce CRM as your operating system
—AI automation across estimates, follow-up, and reporting
—Field operations system for jobs, equipment, and client comms
Pays back inside the first quarter on follow-up alone.
Recovered follow-up alone on a 100-deal pipeline typically returns 4x to 6x the build cost inside one quarter.
A CRM your team will actually use — built on HubSpot or Salesforce. Designed around how restoration and commercial construction companies sell into CRE and FM, with pipelines, automations, and dashboards that match how you work.
What's included
—Pipeline and lifecycle design tuned to CRE and FM selling
Recovered equipment and tighter job cycles typically cover it in 90 days.
One missed equipment recovery can run $3K to $8K. Tighter cycles plus equipment tracking typically return the build inside 90 days.
Stop running operations on whiteboards, group chats, and memory. We install the field system that gives the office, the field, and the client one source of truth.
One additional direct commercial win per rep pays for it.
One additional direct commercial close per rep covers the engagement. Most teams see two to four.
Most restoration sales teams only know how to sell residential and insurance work. The direct commercial verticals — schools, healthcare, data centers, multifamily, affordable housing, commercial tech, and government — buy differently. We install the playbook, the rhythm, and the coaching layer that turns reps into operators who win them.
What's included
—Vertical-specific playbooks: schools, healthcare, data centers, multifamily, affordable housing, commercial tech, government
—Sales process and stage definitions tuned to CRE and FM selling
—Rep playbook: prospecting, discovery, follow-up, and close
—Activity standards, scorecards, pipeline hygiene, and weekly cadence
