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CASE STUDY
Summit.
Learn how Summit Construction Co. revolutionized their business and achieved growth. Their journey offers insights for construction firms ready to scale.
Table of Contents
  • The Challenge
  • Phase 01 – ASSESS
The Challenge
Inconsistent Project Pipeline
Heavy dependence on referrals created unpredictable revenue cycles, making it difficult to maintain steady crews and manage resource allocation throughout the year.
Inefficient Client Management
Project managers spent valuable hours on routine communication and proposal follow-ups, reducing their capacity to oversee active remodeling projects and ensure quality control.
Lead Qualification Bottlenecks
Without a structured system to evaluate potential projects based on scope, budget, and timeline, the team struggled to focus on ideal clients for their design/build expertise.
Underutilized Digital Presence
Their exceptional craftsmanship and design capabilities weren't effectively showcased online, causing them to miss opportunities with homeowners actively searching for high-end remodeling services.
The Solution
From Chaos to a Scalable Machine
GO First didn't just sell Summit Construction software; we partnered with them to install a complete operational framework. The goal was to transform their chaotic, owner-reliant operation into a predictable, scalable, and profitable business asset. This was achieved by guiding them through the three phases of the GO First FrameWork™.

Phase 01 – ASSESS

(The Diagnostic) Before building, we conducted an initial 10-Point Diagnostic to uncover the core challenges hindering Summit Construction's growth. Problem Identified Summit lacked a defined sales process, leading to unpredictable revenue. Reactive client communication also consumed valuable owner time and caused homeowner anxiety. The Roadmap The diagnostic yielded a clear, actionable roadmap, identifying precise systems to build during the 6-Week MAP™ for rapid, high-impact results.

Phase 2 – BUILD

(The 6-Week MAP™) The Momentum Action Plan (MAP™) served as the intensive "SOP-Implementation Engine" where we built the foundational systems for Summit's success, transforming operations from reactive to proactive. Install a True Sales Engine Action: We custom-configured HubSpot to mirror their design/build methodology, turning it into an active sales playbook. Automation: Implemented workflows for lead scoring and automated follow-ups, ensuring no high-value opportunity was ever missed. Systematize Client Communication Action: We replaced reactive check-ins with automated, milestone-based project updates, slashing client-initiated inquiries by 40%. Efficiency: Co-developed a library of response templates, ensuring clients received clear, consistent, and professional answers every time. Define the Sales Process Action: Transformed their approach to a consultative journey, focusing on understanding complex renovation challenges first. Tools: Created conversation frameworks and a "Shock and Wow Sales Package" that immediately differentiated them from competitors.

Phase 3 – SCALE

(The BUILDER ACADEMY™) With a stable operational foundation, the focus shifted to optimization and growth within the Builders Academy™. This is where Summit continues to refine its machine, ensuring long-term predictability and profitability by leveraging data and advanced insights. Dominate the Local Market Action: We launched targeted advertising campaigns and optimized their digital presence to dominate local search results for "premium remodeling services" in Palmer Lake. Result: This attracted a steady stream of qualified, ready-to-commit clients who were a perfect fit for their newly defined process. Ongoing Optimization Action: We recently used their own sales data to further refine the lead-scoring matrix in HubSpot, allowing them to instantly prioritize the most profitable project types. What's Next: The current focus is on building out advanced performance dashboards, giving the owner a real-time view of business health so they can continue to step back from operations and focus on vision.

The Results
+30%
Increase in High-Value Projects
Strategic lead scoring boosted Summit's luxury remodel revenue.
+25%
Faster Sales
Cycles
Automated follow-ups cut lead-to-project time
by 25%.
+50%
Improvement in Client Satisfaction
Automated updates
boosted referrals and reviews.
+40%
Increase in
Website Leads
Targeted digital marketing boosted pre-qualified prospects.
Client Testimonial
"The GO First team transformed our entire approach to business development. They didn't just provide tools—they delivered a comprehensive strategy that revolutionized our client relationships. Thanks to their guidance, we've streamlined our processes, doubled our high-value projects, and created a client experience that sets us apart in the design-build industry. Our team now operates with clarity and purpose, consistently winning the exact type of renovation projects we want."
— James Harper, Founder & CEO, Summit Construction Co.
The Proof is the Profit.
The ROI of a Systemized Business. We don't just "consult"—we install the engines that buy your time back and protect your margins.
40%
Faster
Estimating
45sec.
Response
Time
30+
Hours
Reclaimed
We install AI-powered takeoff systems that turn days of bidding into hours of precision.
Our Lead-Capture AI ensures you never "ghost" a prospect again, qualifying leads while you're on-site.
We build the AI agents and SOPs that handle your admin, so you can finally get off the tools (or out of the office).
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