A phased approach to building the infrastructure that scales with you — from first knock to completed install.
Prepared by: Opscotch | For: Hammer Exteriors
⟩ A MESSAGE FROM DOM
▶
Dom recorded a personal walkthrough of this proposal for you.
Click to watch — 4 minutes
⟩ THE SITUATION
Hammer Exteriors is ground floor — no legacy mess to untangle, just a blank canvas and the right moment to build it right. You have 7 crews working. A goal of 6–8 sales reps and 8 canvassers by end of year. JobProgress handling proposals. And everything else — canvassing, call center, sales pipeline, ops, reporting, talent — living in spreadsheets, texts, and someone's memory.
Every deal you close right now happens despite the system, not because of it. That's fine when you're small. It breaks when you scale.
This is the system that scales with you.
⟩ PROOF IT WORKS
We've done this before.
CASE STUDY
Sunforce Roofing
From manual spreadsheets to a fully automated roofing sales and operations pipeline — built and live in under 30 days.
Sunforce had leads coming from multiple sources, reps working their own spreadsheets, and zero visibility into team performance. We built their complete system: D2D canvassing pipeline, speed-to-lead automations, round-robin dispatch, a full roofing operations pipeline with automated invoice milestones, and a live SDR leaderboard dashboard. The same pipeline we're building for Hammer Exteriors is running live at Sunforce right now.
D2D → GHL: Real-timeOps pipeline: LiveFull build: < 30 days
roofingsolarGHLD2Dautomation
⟩ THE PHASES
Built in the order Hammer Exteriors needs it.
Phase 01 — Pre-Sale Pipeline
From first knock to signed contract
Lead capture, call center flow, sales handoff, and attribution from day one.
Weeks 1–3
$3,500
D2D App Integration — canvassers work from the existing app. Territory management, dispo pins, and leaderboard connected to the backend. Reps see live activity. Management sees everything.
Call Center Pipeline in GHL — inbound leads from canvassers land here. Appointment setting and confirmation automated. Lead dispatch built for round-robin or manual closer assignment — whichever fits your workflow.
Sales Pipeline Discovery & Build — we audit your current JobProgress workflow and API before building. The goal is a clean handoff from assigned lead to signed contract, with digital documents flowing through GHL at close. Exact build scoped after we see what's in place. (JobProgress API confirmed — we're good there.)
Financing Integration Discovery — Upgrade, Foundation, and Pure Finance each have different API capabilities. Before we build routing logic, we evaluate what connections are actually available and build what's possible. No overpromising upfront.
Setter-to-Closer Attribution — every closed deal traces back to the canvasser who set it. From day one.
Phase 02 — Operations Pipeline
From signed contract to completed install
The production workflow that keeps crews, homeowners, and back office aligned.
Weeks 3–5
$3,000
This is a proven pipeline — we built and refined this exact workflow for an active roofing client. Hammer Exteriors gets the real thing, not a prototype.
Sold→Ready to Schedule→Order Material→Ordered Material→Install→Final Invoice→Invoice Paid
Automatic Sales → Ops Handoff — contract signed triggers the ops pipeline. Sales rep is out, operations is in. No manual entry, no dropped balls.
Foreman Assignment + Role-Based Access — foreman sees their calendar, job details, and materials only. Nothing else in the account is visible to them.
Pre-Install & Scheduling Workflows — scheduling confirmation, crew assignment communications, and install day touchpoints built into the pipeline stages.
Milestone Invoice & Payment Automation — built around your payment flow. Since Hammer Exteriors runs primarily on financing, we build the milestone logic around how your financing draws actually work — when funds are released, when stages advance, what gets communicated to the homeowner. For cash or check jobs, manual documentation triggers move the deal forward just the same. The system bends to your workflow, not the other way around.
Homeowner Communications Throughout — every stage move triggers the right message to the homeowner. Appointment confirmed. Materials ordered. Install scheduled. Job complete. They're never in the dark, and you're never fielding "what's going on with my roof?" calls.
Post-Install Referral Campaign — fires automatically the moment a job is marked complete. The easiest revenue Hammer Exteriors will ever generate.
Phase 03 — Custom Reporting Dashboard
The view Rob and Hakan have been flying blind without
A custom attribution layer for real-time management visibility.
Weeks 5–7
$4,500
This is not a GHL report. This is a custom attribution layer built on Cloudflare and Supabase — the same stack Dom showed you on the call.
Setter-to-Closer Leaderboard — live. Every canvasser, every closer, every deal. Who set it, who closed it, what it was worth.
Closing % Per Rep — cuts, sits, appointments, closes. Full funnel per salesperson.
Canvasser Performance — knocks, sets, conversion rate, closed deals tied back. The leaderboard that makes reps compete.
Pipeline Health — where deals are sitting, how long, and what needs attention.
Built to grow — new metrics added as Hammer Exteriors scales into VP-level reporting needs.
Phase 04 — Talent Acquisition Pipeline
Coming after the foundation is built
A future-state recruiting system for the next stage of growth.
TBD
TBD
Hammer Exteriors' canvassing operation is a revolving door by nature. Phase 4 addresses that with a purpose-built recruitment pipeline — treating candidates like leads, tracking them from first touchpoint to hired or disqualified, and building the infrastructure to hire faster as you scale toward your rep and canvasser goals. Scope and investment for this phase will be defined together once Phases 1–3 are live and the foundation is solid.
⟩ INVESTMENT
Phase 01 — Pre-Sale Pipeline
$3,500
Monthly Retainer
$2,000/mo
Start here, prove the system, expand from there
Phase 01 — Pre-Sale Pipeline
$3,500
Phase 02 — Operations Pipeline
$3,000
Phase 03 — Custom Reporting Dashboard
$4,500
Phase 04 — Talent Acquisition Pipeline
TBD
Total Build Investment
$11,000
Monthly Retainer
$2,000/mo
Year 1 Total
~$35,000
Phase 01–03 Build
$11,000
6-Month Retainer (prepaid)
$10,500 (saves $1,500)
Total upfront
$21,500
Year 1 effective
~$33,500
Save $1,500 — best value for committed partnerships
⟩ SCOPE & PRICING
Pricing is based on the scope discussed during our discovery call. Prior to Phase 2 kickoff, we conduct a full audit of your GHL account and existing integrations. If we find the current setup requires remediation beyond what was scoped — API conflicts, data issues, JobProgress integration complexity — we'll flag it with a change order before any additional work begins. No surprise invoices.
Additional work outside this scope is available at $150/hour, presented as a change order and approved before it's executed.
⟩ ONGOING PARTNERSHIP
Monthly Retainer
$2,000/mo
Active monitoring of all pipelines and dashboard
Automation updates as workflows evolve
System scales with you as reps, canvassers, and crews are added
Monthly strategy session with Hakan and Rob
Priority support — you're texting Dom, not submitting a ticket