Bids nobody follows up on, win rates nobody knows, and won jobs that lose details on the way to the project team. I fix the systems behind your bids, handoffs and service agreements so fewer jobs slip and you know what's coming.
Construction and trades companies win work through bids, estimates and relationships with general contractors, owners and property managers. The pipeline is real and valuable, but it usually lives in a bid log, an estimator's inbox and a few people's heads.
The CRM, if there is one, often stops at the contact list. Bid due dates, bid/no-bid decisions, lost reasons and the handoff from estimating to operations happen somewhere else, so leadership can't see win rates, workload or what's coming next.
I work with construction & trades companies doing roughly $10M to $100M a year. Most run Salesforce or HubSpot, or are about to. Some are still on spreadsheets, and that's fine too.
Every engagement starts with the $3,500 CRM & Revenue Systems Audit. It shows where work and money leak, what it's costing you and what to fix first. From there, a monthly retainer is where the fixes get built, in the Salesforce, HubSpot or other systems you already use.
See services & pricing →Most clients start with the audit. If you already know what needs fixing, we can talk about starting with a retainer. You approve the number before any work starts.
Fixed price. About 2 to 3 weeks. I trace how work moves from first inquiry to paid invoice and show you where it leaks, what it's costing you and what to fix first.
Up to 10 hours a month of hands-on fixes in your systems, done async. Month to month.
Up to 20 hours a month for bigger builds and steadier change. Month to month.
Audit credit: The full $3,500 audit fee is credited toward your retainer if you start within 30 days of delivery. It can be spread across your first months. Unused credit has no cash value and ends if the retainer is cancelled. Limited availability: I take on no more than two retainer clients at a time.
I started in sales, then spent years in-house building and fixing the systems that sales, service and finance teams depend on: who follows up and when, how won work gets handed off, how deals get approved and how leadership gets its numbers. Salesforce and HubSpot are where most of that work happened, but the job was always the business process, not the software.
I still lead revenue operations in-house full time. That's why Desert West Digital is async and capped at two retainer clients.
More about Gage →Other industries I work with: Manufacturing & Distribution · Multi-Location Services · Professional Services
A 30-minute fit call, scheduled in the evening (Arizona time). You'll get an honest read either way.
Book a fit call →Drop your name and email. I'll reach out within 2 business days.
