Cosmosify — Growth Partners to Residential Design-Build Firms
Growth Partners to Residential Design-Build Firms

Your design-build firm has outgrown you.

You're running a $10M+ residential remodel operation on group texts, gut-feel estimating, and a project management stack held together with duct tape. We partner with founder-operators to diagnose the bottleneck, architect the infrastructure, and install the systems your design-build company needs to scale — so you can lead it, not hold it together.

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Track Record
70+
Five-Star Reviews
$10M–$30M+
Client Revenue Range
4 Phases
Diagnose · Design · Install · Activate
Full-Stack
Advisory + Systems

Revenue keeps climbing. But the chaos scales faster.

You've built a residential design-build firm that wins high-end remodels and ground-up custom homes. But the operational infrastructure behind it? Still running like a $3M company.

You're the Bottleneck on Every Job

Every change order approval, billing question, and sub confirmation still runs through you. Your VP of Ops left — and suddenly every gap they were supposed to fill is back on your desk. You're the founder, the estimator, and the PM all at once.

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Internal Comms Live in Group Texts

You're managing 10+ group threads across iMessage — one per project, one for billing, one for subs. Client updates, design revisions, punch lists — all floating in texts that nobody can search, track, or audit.

📉

No Gross Margin Visibility by Project

You know revenue is coming in, but you can't track gross margin by project phase. Your billing cadence is inconsistent. Cost-plus pricing demands cost-code discipline — and you don't have the system to support it.

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KPIs Defined but Never Tracked

You've told your PMs the six things they need to do daily — update the schedule, send the client text, confirm subs. But it lives on a physical checklist. No digital accountability. No way to verify without micromanaging.

🔧

Sales Pipeline is Jury-Rigged in Asana

You're tracking A&E leads and construction proposals in a project management tool — not a CRM. No pipeline value by stage. No lead drop-off data. No conversion tracking. You can't forecast revenue because you can't see the funnel.

🧭

Stuck Between Builder and CEO

You want a sheet on your desk every month that shows how much money you're making, how your team is performing, and how happy your clients are. Instead, you get another group text. You want to build a legacy — not own a job.

We advise at the top. We install to the floor.

Cosmosify is an advisory and systems installation firm built specifically for residential design-build and remodel companies. We identify the constraints capping your growth, design the operational infrastructure to break through them, and install every system inside your company — CRM, financial reporting, Slack architecture, KPI frameworks, and leadership accountability. We operationalize everything your last hire was supposed to build.

01

Founder De-Bottlenecking

Remove yourself from every change order, sub confirmation, and billing decision. We install the systems that let your PMs own their projects — so you can operate as the CEO of a design-build firm, not its highest-paid project manager.

02

Business OS Installation

CRM, estimating workflows, cost codes, project reporting, internal Slack architecture, and end-of-day reporting — connected into one operating system built for residential construction. Architected with you. Installed inside your company.

03

Financial Infrastructure

Gross margin visibility by job and by phase. Billing cadence KPIs per PM. WIP reporting. Cost-code tracking. Real-time financial clarity for cost-plus and fixed-price remodel contracts.

04

Leadership & Accountability Framework

Digital KPI scorecards. End-of-day reports that feed Airtable. Client satisfaction surveys. PM performance tracking. The data infrastructure that puts a clear report on your desk every 30 days.

05

Sales & Pre-Construction Pipeline

Separate A&E and construction pipelines with stage-by-stage value tracking, lead source attribution, drop-off analysis, and triage workflows that qualify $500K+ remodel opportunities in the first call.

06

Recruiting & Team Design

Four-stage hiring process with behavioral assessments for VP of Ops, Director of Construction, and senior PM roles. Org chart design, onboarding systems, and the autonomy framework that turns employees into owners.

Four phases. Fully installed.

We don't hand you a playbook and wish you luck. We build, configure, deploy, and train — inside your design-build company, with your team, in 30-day sprints.

01

Diagnose Bottlenecks

Deep audit of your design-build operations — sales pipeline, estimating workflow, A&E process, billing cadence, PM accountability, tech stack, and team structure. We map every constraint capping your growth.

02

Design Infrastructure

Custom architecture for your Business OS — CRM pipeline stages for A&E and construction sales, Slack workspace structure, Airtable data infrastructure, KPI scorecard design, and communication SLAs.

03

Install Systems

We build it, configure it, connect it, and deploy it. GoHighLevel CRM, Slack channels, Airtable dashboards, end-of-day reporting automations, client satisfaction surveys — all live, all operational inside your company.

04

Activate Leadership

Team training on every new system. Monthly reporting cadence. PM accountability frameworks. Client experience workflows. The leadership operating system that makes everything stick after we leave.

What actually changes.

Every engagement is measured against these outcomes. If it doesn't connect to one of these, it doesn't ship.

Founder De-Bottlenecking

PMs own billing, change orders, and client communication autonomously. Subs get confirmed without your involvement. You stop managing — you start leading.

Financial Clarity & Margin Visibility

Track gross margin by job and by phase on every remodel and ground-up project. Know your billing cadence per PM. See WIP reports monthly. Understand exactly where profit is made or leaked.

Installed Business OS

CRM, Slack, Airtable, estimating, cost codes, and reporting — connected, operational, and adopted by your team. The full design-build operating system, not a deck of recommendations.

Leadership & Accountability Framework

Digital KPI scorecards, automated end-of-day reports, client satisfaction surveys, and the monthly data review that puts a clear report on your desk — revenue, team performance, client health.

Scalable Sales & Pre-Con Pipeline

Separate A&E and construction pipelines with stage-by-stage value. Lead source attribution. Conversion analysis. Reason-lost segmentation. Revenue becomes a system — not a gamble.

Predictable Revenue Infrastructure

Forecasting, pipeline visibility, and the operating cadence that means you know your numbers before the month ends — not after. Revenue predictability for design-build firms that rely on $500K–$3M+ project cycles.

Installed. Measured. Proven.

Real infrastructure built inside real design-build companies. These aren't testimonials — they're operational outcomes.

Design-Build • $12M Revenue
From 70-Hour Weeks to Weekly CEO Dashboard
Full-Service Residential Remodel — Southeast U.S.

Owner was the bottleneck on every estimate, every change order, and every client call. No CRM. No cost codes. PMs couldn't operate without him in the room. We installed a full Business OS, leadership scorecard system, and estimating infrastructure in 90 days.

CRM & Pipeline Installed Cost Code System PM Accountability Framework Estimating Infrastructure
70 → 42 hrs
Owner weekly hours after 90-day install
+8.3%
Gross margin improvement (Year 1)
3 → 0
Estimates requiring owner involvement
Ground-Up Custom • $18M Revenue
Scaling Past $15M Without Adding Overhead
Custom Home Builder — Mountain West

Revenue was growing but margins were compressing. No job-level P&L visibility. Sales pipeline lived in the owner's head. We installed financial reporting infrastructure, a dual-pipeline CRM, and the leadership operating cadence to run it all without the founder.

Dual Sales Pipeline Job-Level P&L KPI Dashboards Leadership Cadence
$18M → $22M
Revenue growth with same headcount
100%
Pipeline visibility (from zero)
Weekly
Automated CEO data review cadence
Remodel • $8M Revenue
Duct-Taped Stack to Integrated Operating System
High-End Kitchen & Bath Remodel — West Coast

Five disconnected tools. No lead tracking. Estimating done in spreadsheets with no cost code structure. Team accountability was nonexistent. We consolidated the stack, installed cost codes, built a sales pipeline, and implemented EOD reporting across 4 PMs.

Stack Consolidation EOD Reporting Lead Attribution Hiring System
5 → 3
Tools in stack (fully integrated)
$8M → $13M
Revenue trajectory after 12 months
4 PMs
Operating autonomously with scorecard system

Clear on what we are. Clear on what we're not.

We are not

  • A marketing agency
  • A VA shop
  • A software reseller
  • A coaching community

We are

  • Growth Partners to Founder-Operators
  • Strategic Advisors to Design-Build Owners
  • Infrastructure Architects
  • Leadership Framework Installers

We bridge your tools into a Business OS.

We don't sell software. We install, configure, and integrate the platforms your residential construction company already uses — then connect them into one operating system.

GoHighLevel JobTread BuilderTrend QuickBooks Online Slack Airtable ClickUp Leadership Scorecards Cost Code Systems Estimating Infrastructure Sales Pipelines KPI Dashboards
bridged into
Your Design-Build Business OS

The Design-Build Operating System Blueprint

The exact framework we use to diagnose, design, and install infrastructure for $10M+ residential design-build and remodel companies.

📐
Design-Build OS Blueprint
Inside: the diagnostic framework, the 4-phase methodology, KPI scorecard templates, Slack architecture guide, and the leadership accountability system — built for residential remodel and custom home builders.
🔍Diagnostic
📊KPI Scorecard
💬Slack Map
Systems
👤Leadership
Hover to preview · Click to unlock
📐

Unlock the Design-Build OS Blueprint

Enter your info to get instant access to the framework we use with every $10M+ residential design-build client.

No spam. Just the blueprint.

This isn't coaching. It's a different conversation.

One conversation with us can change the way you view growing your Design-Build firm.

"Every other consultant just tries to lead with the sale before they understand who you are, what you do, or if they can even help. You genuinely wanted to understand where the pain points are. I've never had a call like this."
Matt Cahill · Eikon Homes | Tacoma, WA

Don't take our word for it. Read the reviews.

Inside Cosmosify. Behind the builds.

Ready to install the infrastructure?

Every engagement starts with a diagnostic. 30 minutes. No pitch. Just clarity on what's broken and what to build first.

  • Bottleneck Diagnosis — We'll identify the 1–2 operational chokepoints keeping you stuck as the bottleneck
  • Infrastructure Roadmap — Walk away with a clear picture of what systems need to be installed and in what order
  • Margin Visibility Check — Understand where you're leaking profit and what job-level financial clarity looks like
  • Leadership Framework Preview — See how accountability scorecards and KPI systems work in real design-build operations
  • Fit Assessment — Honest answer on whether we're the right partner. If not, we'll tell you

For residential design-build & remodel companies doing $10M–$30M+ annually.

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