ProcessSmith

The Workflow Review

Construction workflows need structure first, automation second.

A Workflow Review for construction companies running on scattered meetings, lost action items, and memory. We map where process breaks down, build the discipline, then automate what matters.

Book a discovery call

Two weeks · $1,000 · credits toward implementation

Your site supervisor keeps daily notes in a notebook. Your project manager tracks action items in email. Your GC gets change orders via text. Meanwhile, nobody has a clear picture of what changed, why it matters, or what it costs. You're not disorganized. Construction is just messy by design. But that mess costs time and money every single day.

A Workflow Review finds where the friction actually lives, shows you what process discipline looks like, and identifies which workflows are worth automating, so your team spends time on the work that grows the business, not chasing information.

What you get.

A mapped view of how your work actually flows

Meetings, daily reporting, change orders, whatever’s bleeding time.

The friction points, ranked

By how much they cost you in hours or money, so you know what to fix first.

Quick wins you can implement immediately

With or without automation, and without changing tools.

A prioritized roadmap

What process to lock in first, what to automate, what’s worth building, with rough costs and timeline.

Workflows we typically dig into

  • Meeting minutes and action-item tracking
  • Daily site reports and field notes
  • Change orders and approvals
  • RFIs and submittal handoffs
  • Estimating and procurement handoffs
  • Job costing and invoicing flow

How it works.

  1. 1

    Discover

    We learn your operation, your team, your tools, and where things fall apart.

  2. 2

    Map

    We document the actual workflow so the inefficiency becomes visible.

  3. 3

    Prioritize

    We separate quick fixes from high-impact changes, and process improvements from automation opportunities.

  4. 4

    Recommend

    You walk away with a clear plan: do this first, then this, here’s the cost and timeline.

The offer, plainly.

Two weeks. $1,000. You get the map, the ranked friction points, the quick wins, and the roadmap. If you move forward with implementation, the full fee credits toward the work. It starts with a free 30-minute discovery call.

Questions contractors actually ask.

What does the $1,000 cover?
The full review: a kickoff walkthrough of your operation, short interviews with the people inside the workflow, the documented workflow map, the ranked friction points, and the prioritized roadmap with rough costs. Delivered within two weeks.
How does the credit work?
If you move forward with implementation, 100% of the review fee credits toward that work. If you stop at the review, you keep the map, the quick wins, and the roadmap. Either way you get full value from it.
How much of my team’s time does it take?
A kickoff conversation, a couple of short interviews with the people who live in the workflow, and a review meeting at the end. Most of the work happens on our side, not yours.
Do you come to site?
The review works remotely, and we’re local to the Fraser Valley when an in-person walkthrough is useful. Field crews don’t need to stop work for this.
What happens after the review?
You decide. Implement the quick wins yourself, have us build the automations, or sit on the roadmap until the timing is right. The plan is written so it works in any of those cases.

Ready to see where your process breaks down?

Book a discovery call