One method, applied across different operational environments: construction, home services, and interior operations.
Residential Construction
Construction OS
Operational architecture, document production, AI knowledge system
Home Services
Home Modification OS
Operational architecture, workflow documentation, service standardization
Home Interiors
Beacon Hill Interiors
Engagement in progress
Case Study
A residential GC in Boston needed to stop rebuilding every document from scratch. We built the operating system their business had never had.
Client
High-end residential general contractor. 15–20 active projects. 5-person PM team. $8M–$15M annual project volume.
Problem
Project knowledge scattered across people, email threads, and file systems. Every document built from scratch. New PMs needed months before they were productive. The owner was in every conversation because no one else had the context to answer client questions.
What We Built
Construction OS — an AI operating system built on 160+ SOPs and a 1,258-line pricing database from real project data. Includes a full document production suite: contracts, estimates, change orders, and client communications — all generated from structured knowledge, not blank templates.
Outcome
The team produces contract-ready documents in minutes. Operational knowledge available from day one. The owner has stepped back from document production entirely.
Contract Packages
Preliminary Estimates
Change Order Turnaround
New PM Onboarding
Case Study
A home modification company needed to stop losing a full day every time a new client came through the door.
Client
Aging-in-place home modification services company. Northeast.
Problem
Every client engagement started with a manual site visit brief and hours of document preparation before a quote could go out. The process was slow, inconsistent, and dependent on one person.
What We Built
Operational architecture across the intake and quoting workflow. Standardized the site visit process, documented assessment criteria, and built an AI-powered quote generation system grounded in real service data.
Visit Brief Preparation
Initial Quote Generation
Quote Consistency
Client Intake Process
Case Study
A premium home services firm needed their service standards and operational knowledge to outlast any single team member.
Client
Premium residential home services company. Boston, MA.
Problem
Service knowledge lived with the founder. Scheduling, client communication standards, vendor coordination, and service protocols were undocumented. Growth was constrained by the founder's personal bandwidth.
What We Built
Operational architecture across core service workflows. Documented service standards, communication protocols, and vendor coordination processes. Built a knowledge system the team can query without involving the founder.
Service Documentation
Client Communication
Vendor Coordination
Founder Dependency
Engagement currently in progress. Results reflect work completed to date.
A 30-minute conversation. No pitch. No commitment. Just clarity on whether this is the right fit.
Book a 30-Minute Call