Services
Four zones. One system.
Your brand, your CRM, your job-site app, your referral engine — engineered to work together. Here’s what each piece does and what you walk away with.
At a glance
Hover each name to see the module. Scroll down for the full detail.
01 · Brand Build50ms
Half a blink. The window your website has to look like a firm building $5M+ homes. Then they're already deciding.
A brand and website that look like the homes you build.
Positioning, identity, brand guidelines, and a custom website.
Most builders have a logo. A few have a brand. Almost none have a brand built to carry a $5M+ ask. Brand Build sets the positioning, the identity system, the written playbook your team references forever, and a custom-designed website that makes $5M+ clients say yes the first time.
Deliverables
- Custom website — editorial, fast, custom-designed on Next.js (not a template)
- Brand guidelines — a written playbook your whole team references
- Identity system — logo, colors, typography, photography direction
- Positioning — who you're for, what you're not, why you cost what you cost
- Voice + messaging — how you talk, what you say, what you never say
02 · Contact CoreEvery client
Tracked from first touch to signed contract
Every client, email, and note in one place.
A CRM that fits a custom home firm.
Airtable-powered. The hub that keeps current clients happy by keeping you on brand, on schedule, on budget. Website forms, inbound emails, your super's texts, your office manager's phone notes — every conversation in one roster. Nothing gets lost in someone's head or phone.
Deliverables
- Airtable base, fully configured and wired
- Website forms → Contact Core, with routing to the right person on your team
- Inbox integration — Outlook pulled and threaded to the client record
- Call + note logging — every touch tied to the client record
- Clean handoffs — sales to project management with zero re-keying
03 · Field FlowUp to 4 hrs
Communication time back per superintendent per week (Procore TEI)
The job-site app that keeps the build calm.
One post. Three audiences. Zero chasing.
The piece that keeps the build on schedule and the client in the loop. Your super posts once from the field; the homeowner gets a calm weekly update, subs get their piece, change orders sign and file themselves. You stop fielding "where are we?" calls.
Deliverables
- Superintendent app — one post, routed to three audiences
- Homeowner weekly update — photos, milestones, plan-vs-actual
- Sub coordination — scope, schedule, and access pushed to the right trade
- Change-order workflow — scope, price, schedule impact, signed and timestamped
- Full audit trail — every communication logged against the job
04 · Legacy Loop~70%
Of new work from referrals and repeat clients (NAHB / Houzz 2023)
Past clients become the reason you're booked two years out.
Referral lifecycle, automated in your voice.
The reason past clients reference you for the next decade. Birthdays, move-in anniversaries, maintenance reminders, weather-triggered check-ins, holiday cards — all sent for you, all in your voice. When their friend in Pacific Palisades asks who to hire, your name is the one that surfaces first.
Deliverables
- Build milestones — move-in day card, first-year anniversary, five-year check-in
- Seasonal nurture — holiday notes, birthday gestures, thoughtful touches
- Maintenance cadence — HVAC filters, gutter cleanings, termite checks on a schedule
- Weather triggers — storm incoming? They hear from you first, not from their roof
- Referral capture — the system that turns "thanks for the note" into a warm intro
Each piece works on its own. Together, they build on each other year after year.
Brand → Roster
The brand draws the right clients. Contact Core organizes them.
Roster → Build
Signed clients hand off to Field Flow with zero re-keying.
Build → Memory
Every milestone logged. Every update documented. The relationship deepens.
Memory → Referral
Legacy Loop keeps you present. The next build is already warm.
branded+Flow services
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