Every lead in Groundwork moves through stages you configure — Intake, Agreement, Discovery, Budget, Decision, Presentation, Won, On Hold. Every stage has a follow-up rhythm, checklists, scripts, and pricing tools attached.
Groundwork ships with a service-business-tuned pipeline. Change the stages, change the checklists, change the templates — but do not start from an empty grid.
Service is inherently place-based. Groundwork models clients, properties, and the services performed on them as first-class objects — with full history, notes, files, and photos.
A property is its own record, not a text field on a client. Access notes, soil conditions, gate codes, and every job ever performed there travel with the address — not with whichever rep happened to write them down.
Estimates live on the property and the deal, not as a loose PDF in someone's inbox. Groundwork tracks whether it's been opened, how many times, and flags it the moment a client goes quiet.
Groundwork attaches your sales library to the stage the rep is in. Discovery scripts on discovery calls. Budget conversations on budget calls. Objection handling when someone pushes back.
A specialist will import a sample of your open deals and walk through what changes.