Services / Revenue Engine

Revenue Engine

From first contact to signed contract

Your pipeline is where money enters the business. If opportunities are tracked in email, takeoffs take days, follow-ups aren't happening, and proposals go out inconsistently, you are leaving revenue on the table every single week. The Revenue Engine locks that down.

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Opportunity comes in from any source
Auto-logged in pipeline, assigned to team
Plans uploaded, AI identifies scope and quantities
Estimate built from your pricing logic automatically
Proposal generated and sent
Automated follow-ups until you get an answer
Won. Job kicks off.
The revenue you're losing is invisible.

Most companies don't know how much their broken bid process is costing them because they have no way to measure it. These are the problems we see on every discovery call.

Bids buried in email

Opportunities come in from BuildingConnected, email, phone calls, and referrals. They all land in different places. Nobody has a complete picture of what's in the pipeline or where each opportunity stands.

Estimating is the bottleneck

Your estimators spend most of their time reading plans and identifying scope before they can even start pricing. Takeoffs that should take hours take days. Your bid capacity is capped by human bandwidth.

Follow-ups don't happen

You send a proposal and move on to the next one. Nobody follows up at 3 days, 7 days, 14 days. Industry data shows 10-15% of opportunities are lost purely to lack of follow-up. That's money walking out the door.

Proposals are inconsistent

Every estimator formats things differently. Pricing gets pulled from different sources. The proposal that goes to the client doesn't always reflect the company's best work or most current pricing.

No pipeline visibility

You can't tell the owner what your win rate is, what your average bid size is, which clients or sources are producing the best work, or how much revenue is in the pipeline. You're making decisions on gut feel, not data.

Knowledge lives in people's heads

When your best estimator goes on vacation or quits, the pricing logic, the client relationships, and the institutional knowledge walk out with them. Nothing is documented. Nothing is repeatable.

Every piece of the bid lifecycle, connected.

Centralized bid intake

Every opportunity from every source, whether it comes from BuildingConnected, email, a phone call, or a referral, funnels into one pipeline. Auto-logged, auto-categorized, assigned to the right person. Nothing sits in someone's inbox waiting to be noticed.

AI-powered scope identification and takeoff

Upload the plans. AI identifies the scope relevant to your trade, extracts quantities, and feeds them into your estimating engine. What used to take your team days now takes hours. Your estimators spend their time on judgment calls and pricing strategy, not manually measuring and counting on a screen.

Estimating engine with your logic built in

Your rates, your margins, your cost structures, your methodology. We template your pricing logic into the system so estimates are consistent across your team, regardless of who's doing the math. Updated once, applied everywhere.

Automated follow-up sequences

Proposal sent? The system triggers follow-ups at 3, 7, and 14 days automatically. Customizable messaging, personalized to the project. No more opportunities dying because everyone was too busy to check in.

Proposal generation

Professional proposals auto-populated from the estimate data. Consistent formatting, current pricing, branded templates. Your team clicks send instead of spending an hour in Word.

Pipeline dashboard and analytics

Real-time visibility into every opportunity: where it stands, who owns it, when it's due, and what it's worth. Win rate, average bid size, revenue in pipeline, performance by client or source. The data you need to make decisions instead of guessing.

Transparent. Fixed. No surprises.

Pricing is based on the number of users who will actively work inside the system. More users means more complex routing, more training, and more sophisticated automation logic.

Revenue Engine

Full bid lifecycle automation: intake, CRM, AI takeoff, estimating, proposals, follow-ups, and analytics.

Small Team
1-5 users
$6,500
One-time implementation
  • Full bid lifecycle system
  • CRM configured to your stages
  • AI-assisted takeoff integration
  • Automated follow-up sequences
  • Proposal templates
  • Pipeline dashboard
  • Team training + documentation
  • 30-day post-launch check-in
Large Team
16+ users or multi-location
$16,000
One-time implementation
  • Everything in Mid Team
  • Multi-location support
  • Complex approval workflows
  • Advanced analytics and reporting
  • Dedicated project management
  • Extended training program
Timeline
3-5 weeks (small), 5-8 weeks (mid), 8-12 weeks (large)
Optional Retainer
$400/mo (small), $850/mo (mid), $1,250/mo (large)
Common questions about the Revenue Engine.
Do I need to provide my pricing logic?

Yes. During the intake process, we provide a pricing logic template that you fill in with your rates, margins, assemblies, and estimating methodology. We are not going to learn your trade for you. You know how you price work. We just need it in a structured format we can wire into the system.

How does the AI-powered takeoff work?

We integrate AI tools that can read uploaded plans and identify scope relevant to your trade, extract quantities, and feed those numbers into your estimating engine. The level of automation depends on your trade and drawing types. During the discovery call, we assess how much of your takeoff process can be automated and set realistic expectations.

What if we already have a CRM?

If your current CRM works for your team, we build around it instead of replacing it. We integrate it with the rest of the system so bid intake feeds into it, automations trigger from it, and the dashboard pulls data from it. If your current CRM is not working, we recommend an alternative and configure it as part of the engagement.

Can this connect to BuildingConnected or other bid boards?

Yes. We build intake automations that capture bid invitations from email, BuildingConnected notifications, and other sources, and route them into your pipeline automatically. The specific integration depends on the platform and available APIs, which we assess during the architecture phase.

What happens if we add the Production Engine later?

The Revenue Engine is designed to hand off cleanly to the Production Engine. When you add it later, we wire the connection so a won job flows automatically from your pipeline into production scheduling, crew assignment, and material procurement with no manual data re-entry. Bundling both saves 15%.

Is there a contract or recurring fee?

No recurring fee to us for the system we build. You own it completely. The monthly retainer for ongoing support is optional. You may have subscription costs for the underlying tools (CRM, automation platform, etc.), but those are your accounts. We have no vendor lock-in and no ongoing licensing.

How quickly does this pay for itself?

Most companies recoup the implementation cost within the first 60-90 days. If you are running 30+ bids a month or managing a pipeline of active opportunities and even 10-15% are falling through the cracks due to missed follow-ups or slow turnaround, the math works fast. One recovered bid that you would have lost covers a significant portion of the investment.

How many more bids can my team handle with this system?

Companies typically see a 2-3x increase in bid capacity without adding headcount. The time savings come from three places: automated intake eliminates manual logging, AI-assisted takeoff compresses what used to take days into hours, and proposal generation goes from a manual build to a few clicks. Your estimators spend their time on judgment calls and strategy, not data entry.

My team is not technical. Will they actually use this?

We design systems for the people who will use them, not for the people who built them. If your team lives in email and spreadsheets today, the system will meet them where they are with interfaces and workflows that feel intuitive, not foreign. Training is hands-on with your real data, and we do not leave until your team is comfortable. The 30-day check-in exists specifically to catch adoption issues early.

What does the pipeline dashboard actually show me?

Total pipeline value in dollars, number of active bids by stage, win rate by time period, average bid size, revenue by source showing which GCs or channels are producing your best work, estimator performance, average days from intake to proposal, and follow-up completion rate. You will know exactly how your revenue operation is performing without asking anyone or pulling a report manually.

Can this handle the way we estimate? Our pricing is complicated.

That is exactly why we have you fill out the pricing logic template during onboarding. We do not use generic cost databases. We build the system around your specific rates, your margins, your labor calculations, and your methodology. If your estimating involves multiple variables, tiered pricing, or scope-dependent adjustments, the system is designed to accommodate that complexity. The discovery call is where we assess fit.

What if I only want part of this? Do I have to buy the whole thing?

The Revenue Engine is a complete system, but we scope each engagement based on your actual needs. If your CRM is already working and you only need the estimating and follow-up automation, we adjust the scope and the price accordingly. The discovery call exists to figure out exactly what you need, not to sell you things you do not.

Do I need the monthly retainer?

No. The system works without it and you own everything from day one. The retainer is for companies that want ongoing monitoring, up to 4 hours of monthly modifications, tool update maintenance, priority support, and a quarterly optimization review. That quarterly review alone typically identifies 2-3 workflow improvements that save more than the retainer costs. Most clients who start it keep it because the ROI is obvious, but it is never required.

The Revenue Engine is just the start.

Most companies start here because it's where money enters the business. When you're ready, the other engines extend the system downstream.

Stop losing revenue
to broken process.

Book a discovery call. We will walk through your bid lifecycle, identify where the biggest leaks are, and tell you exactly what the Revenue Engine would look like for your operation.

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