CRM and PM With a very small team operating in Bellevue within the design-build space, there is a clear need for an integrated CRM and project management system to capture leads, manage opportunities, prepare estimates, and track project milestones. Propose a starter package that combines CRM, lightweight estimating templates, and project tracking that scales as the business grows.

Website and LeadGen Current tech stack indicates basic hosting and standard tools; opportunity to upgrade to a modern, mobile-friendly website with a strong project portfolio, inquiry forms, and local SEO. Integrate website with a CRM to convert inquiries from remodeling or consumer goods projects into leads and opportunities.

Strategic Partnerships Operating in a space adjacent to large platforms like Houzz and Alair Homes, there is potential to pursue partnerships for referrals, co-marketing, and access to remodeling marketplaces or supplier networks, which could broaden the customer base and improve margins.

Tech Modernization Hosting on Apache and iWeb suggests room for improvement in reliability and security. A migration to cloud hosting with automated backups, security monitoring, and a modern CMS, plus Google Workspace-enabled SSO, would reduce risk and improve collaboration for a small team.

Growth Financing Given a lean footprint and modest revenue scale, offering client financing options, streamlined procurement, and standardized quoting could accelerate project conversions and improve cash flow; propose starter programs to simplify costing, invoicing, and material sourcing.