01
Support services to help contractors stay organized, efficient, and compliant.
Business Operations & Admin Support
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Business setup assistance
LLC formation, license guidance, insurance, and EIN filing
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CRM and lead tracking setup
Organize client, bid, and project information
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Scheduling and workflow tools
Calendar integrations and automated reminders
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Branded quote and proposal templates
Professional, customizable estimating systems
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Bookkeeping setup
QuickBooks or similar platform configuration
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Compliance tracking
Manage permits, certifications, and OSHA documentation
02
Tools to build digital credibility and increase visibility.
Digital Presence & Marketing
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Website creation or updates
Showcase past work and client reviews
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Google Business Profile
Setup and optimization
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Social media management
Before/after posts, testimonials, and updates
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Photography and video packages
Document and present completed projects
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SEO and local directory listings
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Email and text campaign templates
Stay connected with current and past clients
03
Streamline client experience using WCS design and product expertise.
Design, Estimating & Project Tools
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Product sourcing and lighting design
Support to upsell Outdoor Craft & Style lines
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Visual proposals and 3D renderings
Digital and printed formats available
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Project presentation templates
Improve client communication and professionalism
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Estimating and material takeoff tools
Integration with common platforms
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Permit package preparation
Assistance with documentation and formatting
04
Resources to help contractors close projects and maintain strong client relationships.
Client Relations & Sales Support
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Sales training and consultation strategies
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Professional contract & proposal templates
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Client onboarding packets
Clear process, warranty details, and key contacts
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Reputation management
Review collection and follow-up communication
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Client satisfaction surveys
Gather feedback to improve service and retention