Revenue + Relationship System
CRM, market intelligence, relationship scoring, opportunity qualification and next-touch discipline.
The operating system for specialty contractors
Build the business. Run it on one system.
METTLE learns how your business actually operates—your people, processes, tools, challenges and goals—then builds a customized operating system that simplifies work, automates routine actions and creates accountability.
Built inside a real subcontracting companyInstalled around the way your team works
12Qualified opportunities
92%Follow-up completed
6Owner decisions
4Pipeline exceptions
01Confirm ownership on high-value bidTODAY
02Resolve stale relationship next actionBLOCKED
03Review qualified permit opportunityREADY
One screen. The work that matters.
From activity to accountable action.
METTLE turns scattered data into clear priorities, ownership and proof. The owner sees decisions and exceptions—not another pile of updates.
01
Capture every qualified opportunityYour pursuit rules decide what enters the pipeline.
02
One project—not eleven fake leadsRelated permits roll into one project opportunity and one history.
03
Every record has an owner and next actionStale bids, relationships and handoffs become visible.
04
Google Drive becomes one source of truthIntake, naming, routing, controlled records and archive rules.
05
Executive KPIs drive the next dayOwner load, pipeline exceptions and team readiness in one view.
The METTLE OS loop
FINDPermit + project intelligence
METTLE OSONE DATA SPINEone record
multiple views
multiple views
CONNECTGC + developer relationship CRM
LEARNProfit + win/loss intelligence
BUILDField execution, photos + risk
BID → WINBid intelligence + follow-up
Only qualified work enters the system.
A large project is not automatically a good pursuit. METTLE applies your market, client, trade, timing, size and do-not-pursue rules before work reaches the team.
EXAMPLE FLOW
Permit detected → project consolidated → qualification score → CRM checked → GC identified → contacts researched → action assigned → relationship/outreach → ITB → bid → follow-up → award/loss.
One company. One contact. One project. One bid. One activity history. One next action.
Then give each role the view it needs.
What METTLE installs
Systems, process, automation and accountability.
Bid + Follow-Up System
ITB intake, bid/no-bid gates, due-date ownership, proposal tracking, award calls and win/loss history.
Google Workspace + Drive
Folder architecture, naming rules, Inbox & Review, routing, controlled records, release gates and archives.
Executive Reporting
KPI cards, owner load, exceptions, relationship priorities, next-day readiness and weekly reporting.
Automation + AI
Routine actions, notifications, classification, research assistance and daily action lists—with human approval gates.
SOPs + Team Accountability
Clear standards, owners, handoffs, proof requirements and escalation rules around the work that matters.
Team execution by role
Every role sees its commitments—not everyone else’s noise.
The detailed metrics are customized during intake. Public examples stay role-based; the private command center carries the names, deadlines and evidence.
Director
- Substantive actions closed
- Overdue and unassigned work
- Cross-system conflicts
- Blocked handoffs resolved
- Weekly reporting complete
Admin
- ITBs logged and qualified
- Prequals and missing documents
- Post-bid filing
- Naming and filing compliance
- Duplicate intake corrected
Owner
- Decisions waiting over 24 hours
- High-value award calls
- Pricing and bid/no-bid approvals
- Strategic relationships advanced
- Owner bottlenecks cleared
Operations + Safety
- Inspections and field evidence
- Open safety actions
- Project handoff readiness
- Blocked field decisions
- Closeout completion
How it works
We do not hand you another disconnected tool. We build and automate your system.
Learn
Map the people, tools, data, workflows, leaks, risks and goals.
Build
Define the data spine, ownership rules, views, SOPs and automations.
Install
Connect Workspace, Drive, CRM, reporting and the team’s daily work.
Improve
Measure response, movement, hit rate and accountability—then tighten the system.
Three ways to start
Choose the installation depth.
Every engagement starts with the real business. Scope expands only after the core workflow is clear.
System Blueprint
Find the leaks and build the plan.
$500 / fixed
- 60–90 minute system review
- Workflow and data map
- Priority action plan
- One-week delivery
Revenue System Install
Install the revenue operating core.
$6,000+ / installation
- CONNECT + BID + WIN workflows
- CRM and bid pipeline
- Google Workspace + Drive setup
- Executive dashboard + reporting
- Automation, SOPs and training
METTLE OS Partner
Build the complete operating loop.
Custom / 90-day phase
- FIND through LEARN roadmap
- Custom integrations and controls
- Field and photo workflows
- Ongoing measurement and optimization
- Leadership operating cadence
Pricing is a starting framework and is confirmed after system review. Software subscriptions and third-party costs are separate.
Business intake + security
Enough information to build the right system. Nothing unnecessary.
We gather the business information necessary to design your system. Production access is role-controlled and the information is used only to build and support your customized solution.
Purpose-limited intakeEvery question and upload maps to a defined implementation need.
Access by roleClient folders, financial records and legal records use least-privilege access.
File routingUploads are validated, named, logged and routed to the correct Drive destination.
Release controlDevelopment, production, evidence and rollback packages remain separate.
Build. Grow. Win.
Stop running the company from memory.
Start with a focused review. Leave with the first system worth installing.