Project Clarity Kit!
Project Process Audit — A comprehensive questionnaire that helps you identify exactly where your projects are breaking down (and what's working well)
Permitting Info Sheet — Stop dropping everything to find one piece of information for a permit tech. One centralized reference for what you need, when you need it, and who's responsible (tailored for Roofers, Plumbers, Contractors, and Design-Builds)
Action Guide — A step-by-step roadmap showing you exactly what to do with all those answers—how to prioritize problems, choose solutions, and implement changes that actually stick
DIY
Tier 1
$40
Walk Me Through It Deliverables:
Project Clarity Kit Docs
Two 45-min strategy calls — First call reviews your audit results, identifies your top pain points, and creates your implementation plan; second call provides hands-on guidance as you build automations and organize systems
Troubleshooting — We answer questions, recommend specific tools and integrations, walk you through technical setup steps, and help you overcome implementation roadblocks
+ Option to add 45-min video call with your office manager/team to talk them through implementation $75
Guided
$175
Tier 2
Do-It-For-Me Deliverables:
Project Clarity Kit Docs
Two 45-min strategy calls — Discovery session to review your audit results and implementation walkthrough to train your team on the new systems
Complete automation & integration — We integrate your software systems (CRM, accounting, project management, communication tools, etc.) so data flows automatically
CRM & password organization — Clean up your customer database, eliminate duplicates, and organize credentials
Process mapping & documentation — We create visual charts and written guides for your 5 most critical workflows, then integrate them into your systems so they run automatically
