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A construction enquiry and bid follow-up system you resell as your own

Builders, remodellers and design-and-build firms

For firms losing jobs between the site visit and the signed contract, installed once by your agency and supported from there.

  • Enquiries qualified by budget
  • Site visits booked and confirmed
  • Bid follow-up sequences
  • Past client referral campaigns

$900

One-off · unlimited installs

All sales are final. Sending the snapshot link is the point of no return: it lands in your agency permanently and cannot be recalled, so there is no refund after that. Delivered inside 24 business hours of purchase confirmation. The desk runs 9am to 5pm Central — 3pm to 11pm UK — Monday to Friday, and nothing goes out at the weekend, so a Friday afternoon order lands on Monday. Book a callfirst if you want to see the build, or read the full terms.

Contents

  • 1 AI Receptionist
  • 1 AI Chatbot
  • AI Studio website
  • Funnels
  • Forms and surveys
  • Workflows
  • The rest of the schedule, line by line, is below.

All of it imports into a fresh sub-account in minutes. Contacts, domains, numbers and payment processors stay yours to configure — see theimport checklist.Delivered inside 24 business hours of purchase confirmation. The desk runs 9am to 5pm Central — 3pm to 11pm UK — Monday to Friday, and nothing goes out at the weekend, so a Friday afternoon order lands on Monday. Installation is an optional $250 add-on rather than a requirement.

Why this build is shaped the way it is

What is actually in the box

No conversion claims and no asset counts. What a snapshot produces depends on your client, their offer and the spend behind it, and a counted promise is one your client would hold you to — so here is what you are buying, named rather than totalled.

In the build 01

One

set of parts, in this snapshot and in every other one. There is no reduced tier and no upsell ladder.

  • 1 AI Receptionist
  • 1 AI Chatbot

Construction Firm White-Label Snapshot · Core · installation optional at $250

The problem

What the firm actually receives

The client gets a qualification layer at the front of the business and a follow-up layer at the back, both branded as theirs and installed by you. In between sits a site written for construction buyers, who want to see projects, process and timelines before they will fill in anything.

The build

How agencies position it

Sell it as estimator capacity rather than software. A construction owner values half a day back more than they value a feature, and unqualified site visits are the most expensive habit in the trade.

The rebrand

Set expectations before you install

Budget qualification is sensitive. Some firms want a hard budget question on the first call, others find it costs them good leads, so agree the wording with the owner rather than shipping the default and hoping.

Schedule A · what lands in the sub-account

The handover schedule, written for Builders

Every snapshot in the catalogue hands over the same thirteen lines. What is written below is what each one is fixing on this vertical's day, what changes once it runs, and where the money comes back — so you can lift it into your own proposal without rewriting it first.

  1. 1 AI Receptionist

    Fires at
    01.1
    Component
    AI Receptionist

    Answers enquiries while the team is on site, captures scope, property type, timeline and budget range, and books a site visit only when it qualifies.

    What it is fixing
    Their best enquiries arrive while somebody is on scaffolding with a drill running, and the architect moves to the next builder on the list.
    What changes
    A line answering as the firm, establishing project type and budget band, and putting the site visit in the diary rather than a callback pile.
    Where the money is
    Six missed enquiries a month. If one was a large extension, the loss is bigger than anything you will ever invoice them, and they will feel that.
  2. 1 AI Chatbot

    Fires at
    01.2
    Component
    AI Chatbot

    Replies on the website, SMS and social with lead times, permits, typical project ranges and process, then routes serious enquiries to the diary.

    What it is fixing
    Lead times and rough per-square-metre questions arriving at midnight, answered on Tuesday if at all.
    What changes
    You hand over instant answers on realistic ranges, lead times, insurance and warranty, with the serious enquiries moved onto the consultation calendar.
    Where the money is
    On build values, one booked consultation a month is a return you mention once and move on from. Do not oversell it.
  3. AI Studio website

    Fires at
    01.3
    Component
    Professional Website

    Extensions, kitchens, bathrooms and whole-house pages already written, with a project gallery structure and a qualified enquiry form.

    What it is fixing
    Their best work lives on a phone and the site carries three photographs from a job that finished years ago.
    What changes
    Extension, renovation, new-build and design-and-build pages with a project gallery and a budget-qualified enquiry form, rebranded before handover.
    Where the money is
    Builders buy on portfolio. The site is the part of this they will pay for without being asked twice.
  4. Funnels

    Fires at
    01.3
    What it is fixing
    A loft conversion and a three-unit development landing on the same page and answering the same nothing-question.
    What changes
    Routes split by project type and budget band, so a serious client reaches a consultation and a tyre-kicker reaches a guide.
    Where the money is
    Four unqualified consultations kept out of the month, each an afternoon with travel. Owners feel a lost afternoon far more than a lost lead.
  5. Forms and surveys

    Fires at
    01.3
    What it is fixing
    Ask what they know before a site visit. On most accounts it is a name, a postcode and a sentence.
    What changes
    You hand over a qualifying form covering scope, budget band, planning status, target start and drawings, before anyone commits an afternoon.
    Where the money is
    Put it in the proposal as time rather than money: two half-days a month back lands harder than a percentage.
  6. Workflows

    Fires at
    02.1–02.3
    What it is fixing
    A quote goes out as a PDF and then depends entirely on somebody ringing about it three weeks later.
    What changes
    You hand over scheduled quote chasing, drawings and decisions requested by name, and a follow-up that keeps going when a client goes quiet.
    Where the money is
    Eight live quotes chased instead of two. One recovered contract a quarter at construction values and your fee becomes invisible.
  7. Nurture campaign

    Fires at
    02.1–02.3
    Component
    Database Reactivation

    Reopens proposals that went cold six months ago and old enquiries that never got a visit, using AI calls and a fresh pricing conversation.

    What it is fixing
    Projects stall at planning and get dropped, even though planning is why they stalled and planning eventually resolves.
    What changes
    Stalled files held on a slow, useful sequence and reopened when the permission timeline says to.
    Where the money is
    Thirty held projects and three reopening next year is a pipeline the client did not know he had. Show him the list in month one.
  8. Appointment reminders, confirmations and no-show recovery

    Fires at
    03.1–03.3
    Component
    Smart Appointment System + AI Outbound Caller

    Confirms the site visit with the address and who will be there, prompts again the day before so the homeowner has the drawings out, and re-offers a cancelled slot before the survey week closes around it.

    What it is fixing
    Site visits agreed by text and written on a job sheet, with a forgotten one costing a round trip across two towns.
    What changes
    Confirmations carrying the address and what to have ready, staged reminders, and a missed slot reoffered the same afternoon.
    Where the money is
    One cross-town round trip saved a week at the owner's own hourly rate. The cleanest justification for a monthly fee this vertical offers.
  9. Pipelines

    Fires at
    03.1
    What it is fixing
    Enquiry, visit, quoted, awaiting drawings, signed, all of it in one head, which is why they cannot plan crews.
    What changes
    A board shaped like a build, with each stage running its own chase.
    Where the money is
    Builders cannot forecast and it costs them crews. A board that shows what is actually close is the thing they renew for.
  10. Review automation

    Fires at
    04.1–04.3
    Component
    Review Harvesting + Review Automation

    Triggers the review request at handover once the snag list is signed off, when the finished work is standing in front of the client.

    What it is fixing
    Your client finishes a loft conversion the family will talk about for a decade, and the only written record of it is a text message on somebody's phone.
    What changes
    You hand over an ask that fires at handover with the snagging list closed, so the client answers while walking round the finished work.
    Where the money is
    One extra project a year on construction margins settles this permanently. You will not need a second slide.
  11. Seasonal automation

    Fires at
    05.1
    Component
    Lifetime Nurture Campaigns

    Project anniversary check-ins, maintenance prompts, second-phase ideas and referral rewards aimed at past clients and their neighbours.

    What it is fixing
    Ask what happens after the scaffolding comes down. Nothing does, which is why the garage conversion goes to somebody advertising on a bus stop.
    What changes
    You hand over anniversary check-ins, maintenance prompts, the phase two they deferred, and a referral ask timed to when the neighbours have seen it.
    Where the money is
    Four projects a year from four hundred past clients already sitting in their account. That campaign alone justifies the engagement.
  12. Custom values

    Fires at
    throughout
    What it is fixing
    Registration numbers, insurance and warranty terms retyped into every quote, drifting apart within a month.
    What changes
    Registration, insurance cover, warranty term, guarantee and radius held as tokens every quote and email reads.
    Where the money is
    On a construction client this is a compliance exposure removed, not minutes saved. Price it that way.
  13. Custom fields

    Fires at
    throughout
    What it is fixing
    Budget band and planning status will be in call notes, so nothing in their account can treat a small job differently from a large one.
    What changes
    Handover includes project type, budget band, planning status, start window and site address as real fields rather than call notes.
    Where the money is
    Budget band alone keeps consultation hours above their own floor, and consultation hours are the scarcest thing they sell.

Clause numbers in the "fires at" column point into the five-stage flow below, so you can say "clause 03.3 is the no-show rescue" to your own client without opening a demo account. Every money line is an illustration to put your client's numbers into, not a measured result.

The problem you are being paid to solve

What this vertical is losing right now

  • Site visits booked with tyre-kickers

    An estimator gives up half a day driving to a kitchen remodel with a fifteen thousand dollar budget expectation and a two hundred thousand dollar brief. Nobody asked about budget or timeline before the visit was put in the diary.

  • Proposals sent and never chased

    A detailed bid takes hours to prepare, goes out by email, and receives one polite follow-up a fortnight later if the estimator remembers. Meanwhile the client is comparing three proposals and choosing on responsiveness as much as price.

  • Enquiries land while everyone is on site

    Calls come in at ten in the morning when the whole team is on a job with concrete going down. The homeowner planning an extension gets voicemail, moves on, and never appears in any report as a lost opportunity.

  • Finished clients disappear entirely

    A firm completes a loft conversion, the client is delighted, and there is no contact again. The extension they build two years later, and every neighbour they could have referred, goes somewhere else by default.

What the build changes

The outcome, and the part that delivers it

  • Enquiries qualified before the diary

    Scope, timeline, property type and budget range are captured on the call, so a site visit is only booked when the job is real. The estimator's week stops filling with drives that were never going to convert.

    ai-receptionist

  • Every bid followed to a decision

    Outstanding proposals get outbound calls on a set cadence until there is a yes or a no. A firm stops discovering three months later that a job went elsewhere in week two.

    ai-outbound-caller

  • Site visits that hold their slot

    Confirmations and staged reminders keep the homeowner in the house when the estimator arrives, and missed visits are reoffered automatically rather than falling out of the pipeline.

    smart-appointments

  • Finished projects turned into proof

    As handover completes and the snag list is cleared, the review request goes out with Google and Facebook links. Construction buyers read reviews harder than almost any other category.

    review-harvesting

  • Past clients kept in orbit

    Project anniversaries, maintenance prompts, and referral offers keep the firm present with people who already trust it. That is where second-phase work and neighbour referrals come from.

    lifetime-nurture

Fit

The client this suits, and the one it does not

Sell it to

  • Residential remodelling and extension firms doing between six and forty projects a year with an owner or estimator writing the bids
  • Design and build outfits taking 15 or more enquiries a week, where qualification is currently a gut feel on a phone call
  • General contractors with an archive of unconverted proposals and completed projects nobody has contacted since

Do not sell it to

  • Large commercial contractors bidding public or tendered work through procurement portals. The buying process is formal, slow and relationship-led, and almost nothing in this system touches it.
  • Firms who genuinely cannot take more work for the next year. Better follow-up will fill the pipeline faster than the crew can build, and an over-full book damages the client relationship you are trying to keep.

Losing the sale here is cheaper than losing the retainer in month three.

The arithmetic

Worked examples, with the assumptions in view

Nothing below is a result from a customer. They are scenarios, and the inputs are printed so you can put your client's real numbers in and see whether it still stands up.

Hours returned to the client

Say the firm takes 20 enquiries a week, books 8 site visits, has 12 live proposals outstanding, and the owner does the chasing himself in the evenings.

  • Enquiry qualification handled on the call: 20 × 6 min = 2 hrs
  • Unqualified site visits avoided: 3 avoided × 90 min of driving and meeting = 4.5 hrs
  • Proposal follow-up run automatically: 12 × 6 min = 1.2 hrs
  • Review and referral requests sent on handover: 2 completions × 15 min = 0.5 hrs

over 8 hours a week, most of it estimator time rather than admin time

When it pays for itself

Use an average residential project value of $45,000 and a gross margin of 20%, which is a conservative middle for remodelling work.

  • One additional project won through follow-up: $45,000 revenue, $9,000 margin
  • Three unqualified site visits avoided a month: roughly 4.5 hours of estimator time reclaimed
  • Snapshot cost to your agency: $900 once, then whatever you charge to install and run it

On that illustrative basis one extra signed project a year would more than cover the system many times over, and you can rerun the sum with the firm's own average project value in front of them.

Your resale ledger

You pay $900 once, and you set the price your client sees. The three columns are common shapes for that quote, not figures we have measured — pick the one that matches your market and read the margin off the row.

Illustrative resale scenarios for this snapshot
ScenarioYour costSet-up you quoteMonthly retainer you chargeYear one margin
Conservative$900$1,800$500$6,900
Typical$900$2,700$900$12,600
Premium$900$4,050$1,500$21,150

Year one margin = set-up + twelve months of retainer − what you paid us. It ignores your own delivery time, ad spend and platform costs, because those are yours and we cannot know them. The margin calculator on the pricing page takes your real numbers.

End-to-end automation

How the complete system works

Lead capture through to lifetime retention. Five stages, fifteen moving parts, none of them waiting on someone to remember.

  1. Lead Capture & First Contact

    Every door a customer can knock on, answered in seconds and pointed at the right place — all of it wearing your client’s name, none of it wearing ours.

    The phone

    • Answered at any hour, in a voice nobody hangs up on
    • Establishes what the job is before it books anything
    • Writes into the calendar there and then, no callback
    • Switches languages when the caller does
    • Puts a live buyer through to a human on the spot

    Answers as themBooks on the callNever a voicemail

    Chat, texts and the social inboxes

    • Replies on SMS, email, Facebook and Instagram without the wait
    • Site chat that asks the qualifying questions first
    • Records what they want and when they want it
    • Steps aside the second someone asks for a person
    • Drops the contact into the follow-up sequence

    Five channelsNo waitPre-qualified

    Forms and paid traffic

    • A submission starts the ten-day sequence immediately
    • Email, then a text, then a call — in that order
    • Routed by what they actually asked for
    • Every lead arrives carrying the source it came from
    • Hands a warm one straight into a consultation

    GoogleMetaTikTok

  2. Intelligent Lead Nurture

    Ten days of follow-up that happens whether or not the front desk had a bad week, three channels deep, all of it signed by your client.

    Days 1–3 · email

    • The welcome and the offer, in their branding
    • What the business does, already written
    • Evidence that other people chose them
    • One decision to make: book, or call

    Days 4–7 · text

    • An offer that has an end date on it
    • A short line of proof, not a paragraph
    • A booking link that takes one tap
    • Persistent without becoming a nuisance

    Days 8–10 · call

    • A friendly reason to pick the thread back up
    • Answers the objection they were sitting on
    • Books it there and then if they are ready
    • Leaves something useful when nobody picks up
  3. Booking & No-Show Prevention

    Confirmed in seconds, remembered three times on the way in, and chased back inside the hour on the days it still slips.

    The confirmation

    • A text with the details, immediately
    • An invite that lands in Google or Outlook
    • An email for the people who keep those
    • Anything the business needs to know beforehand

    The reminders

    • A day out, by text and by email
    • An hour out — "we are on our way"
    • Fifteen minutes out, the last nudge
    • Move it without phoning anyone

    The rescue

    • A call inside sixty minutes of a miss
    • Finds out what actually happened
    • Puts them back on the calendar on that call

    Runs itself70% recovery target

  4. Reviews & Social Proof

    Reviews stop depending on whoever remembered to ask and start arriving on a schedule — which is the part your client will notice first.

    The ask

    • A satisfaction check two hours after the work
    • Happy customers get the link straight away
    • Unhappy ones reach a human, not a review box
    • Tuned to a target of five to ten a month

    The replies

    • Positive reviews answered without prompting
    • Thanks that reads like a person wrote it
    • Complaints handled with care, not a template
    • Anything serious escalated to the owner

    The proof

    • Fresh quotes published back onto the site
    • Trust signals where the decision gets made
    • Feeds the local ranking the ads are fighting for
  5. Lifetime Nurture & Retention

    The stage almost nobody builds, and the reason a retainer renews without a conversation about whether it is working.

    Staying in touch

    • Reminders tied to the season, not the calendar month
    • A check-in every quarter that has a point to it
    • Birthdays and anniversaries, with something attached
    • An annual review worth taking

    The support bot

    • Answers the same six questions, permanently
    • Moves an appointment without a phone call
    • Tells them where their job or claim has got to
    • Finds the document they have lost

    Waking the list

    • Six months of silence starts the sequence
    • A "we miss you" with an actual offer in it
    • A referral ask every month, unprompted
    • A tier for the ones who never left

Support scope

Where our work stops and a quote starts

You are reselling this under your own name, so you need to know what you can promise without checking with us. This is that line, written down.

What is covered by the price and what is quoted separately
AreaCovered by the priceQuoted separately, or run by a VA
The snapshot linkThe whole build as a GoHighLevel snapshot link, installable into unlimited sub-accounts inside your own agency.
The installation PDFWritten for someone who installs snapshots professionally: import order, what to rebrand, what the client never sees.
Installing it for youOptional, $250: the import, the website rebrand, A2P and 10DLC, domain email in GoHighLevel, and a few extra automations.
Version updatesTwelve months of updates as the platform moves, reissued as a fresh link to every agency that owns it.
Third-party integrationsConnecting the build to a CRM, an EHR, a job-management tool or an accounts package.
Third-party softwareAnything needing a licence, a seat or a subscription somewhere that is not GoHighLevel.
Custom software developmentA portal, a calculator, a bespoke dashboard. Software built rather than configured.

Anything in the right-hand column comes back as a fixed price and a date before work starts, still under your brand. Where the job is repetitive rather than technical we will say so and put a trained VA on it, because that is cheaper for you and it is the truthful answer.

Installation is not included and you almost certainly do not need it — the PDF is written for someone who installs these professionally. If a week is already full,installation add-on is $250.

Four of the nine, expanded

What actually does the work

Scope before budget

Captures what the job actually is, the property, the planning position and the timeline before anything else, screens a small job from a six-figure one, and books the site visit rather than promising a callback.

The proposal follow-through

A sequence that runs for weeks rather than days, because construction decisions do, with branches for proposals gone quiet at pricing and for phase-two work discussed and never booked.

Site visits that hold

Confirmation carrying the address and who will attend, a day-before prompt so drawings are out on the table, and automatic re-offer of a cancelled slot before survey week closes around it.

Handover as the trigger

Held until snagging is signed off rather than fired at practical completion, so the ask lands when the finished work is standing in front of the client, with photo upload invited.

Specifics

Questions about the construction firm white-label snapshot build

General FAQ

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Next step

Ship the construction firm white-label snapshot system under your brand.

Buy it and install it yourself, or add a rebrand pass and have a snapshot ID in your own agency inside 72 hours.

No retainer lock-in · 30 days notice · Your client never sees us