ClearOak Case Studies
Real results from real contractors. Here is what operational improvement looks like in practice.
Scheduling for 35 Painters Was Running on a Whiteboard
One superintendent was routing 35 painters using emails, whiteboards, and spreadsheets. He was the only person who knew the system, creating a bottleneck and risking burnout. Estimators constantly chased him for updates, and rescheduling was chaos.
We moved his routing logic into a centralized Notion-based system, gave estimators a live dashboard, and brought the team in early to ensure adoption.
$96,540
Net Gain
643%
ROI
1,296
Hours Recovered
Superintendent: ~15 hrs/wk at $50/hr. 4 estimators: ~3 hrs/wk each at $40/hr. 35 painters: ~15 min/day at $25/hr. Hours recovered reflects superintendent and estimator time only (1,296 hrs). Total labor value recovered including painter time: ~$111,540. Net gain after $15,000 engagement: $96,540. Assumes 48 working weeks.
Forgotten Quotes Were Costing Hundreds of Thousands in Lost Revenue
Sales reps were buried in active jobs and urgent requests. Older quotes from prospects who had gone quiet were falling through the cracks with no structured follow-up system.
We worked with the Sales Director to build a semi-automated system that generated follow-up drafts in each rep's inbox and gave managers visibility into quote status across the team.
30% to 33%
Close Rate
~$375K
Added Annually
29
Additional Deals
Based on ~80 quotes per month at $13,000 average order value. A 3-point close rate improvement equals ~29 additional closed deals annually.
The GM Was Spending 25 Hours a Week Reviewing Every Quote
Every semi-complex estimate required the GM's direct review. He was manually checking pricing, catching missing details, and coaching estimators with judgment that lived entirely in his head.
We captured his pricing logic in an intelligent quoting tool that breaks down considerations, flags issues, and guides the review. It gets updated quarterly and now handles the heavy lifting.
20-25 hrs/wk
Saved
1,000+
Hours Annually
Consistent
Quote Quality
GM time valued at ~$75/hr. 20-25 hrs/wk recovered equals $78K-$97K in annual capacity, plus reduced rework from inconsistent quotes.
Results shown are based on annualized run-rate projections. Actual outcomes are actively being measured and may vary.
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