Peak81’s
Comprehensive Solutions

CRM Implementation Services

Over the last decade, CRM systems tailored to general contractors have transformed business development. These tools organize scattered data, giving you immediate visibility into client relationships, project pipelines, and proposal development. Many GCs struggle with messy spreadsheets, inconsistent relationship-building, and inefficient reporting. A well-implemented CRM can:

  • Organize contact and pursuit data

  • Provide quick access to project history

  • Generate pipeline and backlog reports with one click

  • Streamline workforce planning

  • Offer analytical tools to measure business development success

However, successful CRM implementation requires more than just the right software—it demands expertise in your industry. This is where I step in. I bridge the gap between CRM vendors and your team, ensuring seamless implementation and high adoption rates without pulling your key players away from their work. My services include:

  • CRM Selection & Onboarding

  • Customization & Data Migration

  • Training & Application

  • Reports, Dashboards, & Workflow Management

  • Integration of Historical Data

  • Standard Operating Procedures

  • Ongoing Support

With my support, your CRM will become a powerful tool that ignites business growth.

How it Works
This service is ideal for both first-time CRM users and firms struggling to maximize their current CRM. A typical engagement lasts six months, with the first 3-4 months dedicated to customization, training, and data migration. The remaining time is focused on ongoing support to ensure long-term success.

Cost
The standard cost for this service is $22,000, with additional travel expenses if required.

Preconstruction Academy

Our preconstruction training is designed for preconstruction managers, estimators, project managers, and engineers. It’s also highly valuable for superintendents, business developers, and executive managers.

We take a deep dive with your team into how to excel at preconstruction services and to be the general contractor clients want to work with on negotiated projects.

Our training covers how to:

·       Anticipate challenges from the start

·       Start organized, stay organized, and be proactive.

·       Create and present early budgets.

·       Start on budget, stay on budget.

·       Manage value engineering, not last-minute scope slashing.

·       Be a leader in preconstruction and hold the development team accountable.

·       Hold the design team accountable to develop complete, coordinated drawings.

·       Develop a successful GMP and use fee enhancement strategies.

·       Identify design holes and hidden land mines.

·       Understand insurance and negotiate favorable contracts.

·       Identify and mitigate risk

·       Hand-off the project successfully and start Day 1 of construction fully prepared.

Our engaging, hands-on training condenses years of experience into actionable systems and insights. Plus, we provide a customized preconstruction manual to help your company build its own procedures.

For more details on how our training can benefit your business, download our white paper here.

How it Works

Option 1 – Group Training (3 or more participants)
We’ll come to your office and conduct an intensive, 2-day training session for your team– 6-7 hours per day.
Pricing varies by location—contact us for details.

Option 2 – Small Group Training (1-2 participants)          
We offer 5-6 virtual sessions, each lasting 90 minutes, for teams of 1-2 people.

Cost - $7,500

Peer Support Groups

Our peer group facilitation brings together executives of non-competing commercial general contractors for collaborative, high-level discussions that drive business growth. These peer groups offer a confidential and trusted environment to share challenges, strategies, and insights. Each meeting focuses on key business areas such as:

·       Leadership

·       Business development

·       Operational efficiency

·       Market trends

·       Financial performance

·       Technology

·       And much more

Members benefit from actionable feedback and innovative ideas shared by industry peers.

With professional facilitation and an agenda tailored to the specific needs of each group, each session promotes open, solution-driven conversations that encourage accountability and spark fresh thinking.

The true value lies in the diverse perspectives and collective experience of seasoned construction professionals, helping you tackle industry complexities and make strategic decisions.

Join a community of leaders dedicated to elevating their businesses and achieving long-term success.

How it Works
Groups, exclusive to commercial general contractors and segmented by annual revenue, meet twice per year.
Each meeting lasts 1.5–2 days, hosted by a rotating member, with evening social events to strengthen relationships.

Cost
$1,800 per summit per member, plus travel and shared facilitator expenses.