Lane 03 — Infrastructure
Onto a system, off a filing cabinet.
We move you onto Stratify OS and bring your history with you — stages mapped to how you actually sell, data migrated and de-duplicated, your team trained in the system as configured. If you would rather stay where you are, we audit and fix what you have instead.
- Migration
- Stage mapping
- De-duplication
- Team training
The problem
Most contractor CRMs are expensive filing cabinets
The software is usually fine. What is missing is that nothing happens unless a person makes it happen. The stalled estimate does not raise its hand. The no-show does not get chased. The rep sitting on twelve open bids looks identical to the rep sitting on two, because the only view anybody trusts is the one in their own head. So the owner becomes the automation — and the business stops scaling at exactly the point his attention runs out.
- Nobody can say how many bids are open right now without opening three tabs and guessing
- Follow-up happens when a rep feels like it, which means it happens for the easy ones
- Two people keep their own spreadsheet because they do not trust the system
- You bought a CRM two years ago and use it as a contact list with extra steps
- Reporting exists, but nobody has ever changed a decision because of it
How the move runs
Step by step, in order.
- 01
Map how you actually sell
Not how the software thinks you should. We sit with the person who runs sales and write down the real stages a job passes through, including the ugly ones everybody works around. If the map does not match reality the automation will fight your team, and your team will win.
- 02
Configure the stages and the exits
Every stage gets a definition and a way out: what has to be true to move forward, what marks it dead, and how long something is allowed to sit before it is flagged. Most CRMs go stale because nothing ever leaves a stage.
- 03
Set the clocks and the guards
Speed-to-lead standards, the escalation when something sits too long, and the credential guards that stop a contract rendering against an expired licence or a lapsed certificate of insurance.
- 04
Migrate and de-duplicate
Your history comes across and gets cleaned on the way in. A clean build on a small team is a different job from migrating four years of messy history, which is why we scope it before quoting.
- 05
Train the people who live in it
Built and handed over is not the same as adopted. We train your team in the system as configured, not in a vendor demo, and we stay reachable while it beds in.
What you get
- Pipeline stages with entry and exit conditions written down
- The standards clock and escalation, set to your market
- Credential and contract guards
- Data migrated and de-duplicated
- Team training on the system as configured
- Written documentation, so the build survives staff turnover
What we need from you
- Access to your current CRM, or a decision about which one you are moving from.
- An hour with whoever actually runs sales — not the person who bought the software.
- Your real stages, including the workarounds people are embarrassed about.
- Someone on your side who will own it after handover.
Commercials
Fixed bid, after a scoping call
Migration is scoped per project and quoted as a fixed bid once we understand the shape of it. An audit of what you already have is the cheapest way in — and sometimes it ends with us telling you the software is fine and the process is the problem, which is a perfectly good outcome for thirty minutes of your time.
See the packagesQuestions
Before you ask us on a call.
Do we have to move to Stratify OS?
No. We work in GoHighLevel, JobNimbus and AccuLynx, and most of the time the system you have is capable of far more than it is doing. We only recommend moving when the thing you need is genuinely not possible where you are — and we will show you why rather than assert it.
What does an audit actually involve?
We go through your pipeline, your automation and your reporting, and come back with what is broken, what is missing and what you are paying for and not using. You get that written down whether or not you hire us to fix it.
Will our team actually use it?
That is the real risk, and it is why the mapping step comes first. Automation built on top of a process nobody follows just adds friction, and your reps will route around it within a fortnight. If your process is the problem we will say so before we build anything on top of it.
How long does a migration take?
A focused build is typically a few weeks; a migration with years of history behind it takes longer, and the honest answer depends on how bad the data is. We scope it before quoting rather than guessing, because a project that overruns is one your team stops believing in.
Free 30-minute audit
Show us the bottleneck.
Thirty minutes on your funnel, your system and your numbers. We will tell you what we would run — or why we are not the right fit.