The Contractor's Roundtable · 1:1 implementation with Liz Chism

The System That Takes Builders From $2M To $10M, Installed In Your Business.

Go from the bottleneck to the CEO of your construction business, with Liz coaching you every week. We put proven systems in place so you hire A players, grow with better marketing, cut costs, and work fewer hours, with AI agents built in to handle the busywork.

Book a Game Plan Call →

WHO IT'S FOR

Built for owners who muscled their way to $2M to $3M and know they're made for more.

This is for the growth-minded residential builder or remodeler doing $2M to $3M a year, with a team, some systems, and the drive to scale to $10M+.

TYPES OF CONTRACTORS

Kitchen and bath remodelers Basement finishers and build-out contractors Additions and ADU builders Outdoor living contractors Whole-house remodelers Custom home builders

Remodelers and builders who run their own crews or manage subcontractors are the right fit. Specialty trades and handyman services are outside the program.

A STRONG FIT IF ONE OF THESE SOUNDS LIKE YOU

✓You grew past $3M, chaos hit, you scaled back, and now you're at $3M again.

✓You've been at $2M to $3M for a few years and nothing you try breaks through.

✓You're maxed out, you can't add anything else to your plate, and you don't know how to create leverage.

✓Overhead is high and net profit is thin.

✓You're ready to take responsibility and run the business as a CEO.

NOT THE RIGHT FIT

✕Businesses under $1M. Start with the book first.

✕Owners who want someone to run the business for them. You stay the leader.

✕Owners looking for courses to figure out alone.

✕Owners who want results without changing how they lead.

THE METHOD

How We Do It: The 5S Path to $10M

01CUT THE FAT

Simplify

We audit your projects and expenses and remove everything that isn't helping you grow. Margins go up first.

02YOUR PLAN

Strategize

A growth plan built on your goals and your real numbers. We pick which levers to pull first, so the business grows without more effort from you.

03INTERNAL + EXTERNAL

Systematize

Proven systems put in place in you and in the business. Both kinds are below.

04PREDICTABILITY

Sustain

Weekly rhythms your team can follow, so results are predictable and you sleep at night.

05EXPONENTIAL

Scale

With the first four in place, growth compounds. Revenue and profit climb together.

TWO KINDS OF SYSTEMS

Every Step Runs on Two Kinds of Systems

Internal systems are you: how you lead, the standards you set, and how you hold your team to them. External systems are the tools: written SOPs, software, and AI agents that get the work done the same way every time. Install every SOP and software tool out there, and the business still stalls if the leader doesn't grow. Raise your standards without writing them down, and they fall flat. Build both together, and that's where exponential growth comes from.

COACHED BY LIZ

Internal Systems

How you lead, the standards you set, the culture you build, and how you hold your team to them.

+

BUILT WITH YOU

External Systems

Written SOPs, software, and AI agents that get the work done the same way every time.

= Growth to $10M+

INTERNAL SYSTEMS

Internal Systems: Coaching With Liz

Liz coaches you, the leader. You lead your team with the standards and systems you build together.

1:1 coaching calls with Liz20 minutes, three times a month

Roundtable group callTuesdays, 11 a.m. Pacific / 2 p.m. Eastern, 90 minutes

Marketing callThursdays, 11 a.m. Pacific / 2 p.m. Eastern, 60 minutes

Quarterly reviewsEvery 90 days

Daily access to LizMonday through Friday, via WhatsApp. Answers within 24 hours.

MastermindA high-level mastermind of growth-minded contractors

Leadership coachingStandards, culture and accountability

Implementation supportFor every system on this page

"We went from chaos and working nights to having balance, real goals, and a roadmap for the future."

Richelle Cipriani, Cipriani Construction

EXTERNAL SYSTEMS · 22 SYSTEMS · 5 PILLARS

External Systems: Proven SOPs and Systems

Built with you, starting with your biggest constraint. You lead your team in running them.

PILLAR 01Marketing

Contractor Sales Machine GPS video content (Gap, Process, Story) and your ads ecosystem. Liz builds your first 7 Power Content ads and first 5 DM ads. Designed to bring in leads who already trust you before they call.

Referral System As many as fit your business from 30 proven referral strategies, with past clients and referral partners. Designed to bring in quality leads from people who already trust your work.

Raving Fans System Reviews, thank-you notes, gifts and a client visit after every job. Designed to turn every finished job into your next one.

PILLAR 02Sales & Estimating

Lead-to-Appointment System ROI Builder CRM, lead follow-up automations, a 15-minute appointment setter call, and booking for sales calls and site visits. Designed to follow up on every lead and book only good-fit appointments.

C.A.P.E. Sales Process Compile, Analyze, Plan, Estimate. Designed to charge top prices without competing with other contractors.

Estimating for Profit Whole-job margin, your management time, risk, change order terms and good-better-best options. Designed to build the profit into every estimate before it goes out.

Estimate Close System Presenting the estimate and following up until you get an answer. Designed to turn more of your estimates into signed jobs.

PILLAR 03Team

A-Player Hiring System The hiring ladder, job description, application, applicant filter and interview questions. Designed to hire the right person for the right seat, before you are desperate.

Working Genius Team Map An assessment and team call for up to 10 people. Designed to put every person on the work they are built for.

New Hire Training What they own in priority order, how it is done here, and how they will know they are doing it right. Designed to get new hires doing the job without you over their shoulder.

Accountability System Company standards, role scorecards, who owns what, delegation, and a plan for when someone is not working out. Designed to have your team own the results, so work stops coming back to your plate.

PILLAR 04Operations

Job Flow System Project management software built around the one you use, the 7-step job flow and pre-construction planning. Designed to plan every job before it starts and track it to the finish.

Weekly Production Meeting One agenda, same time every week, every active job. Designed to keep jobs on time and on budget, and catch problems while they are small.

Change Order System Spotting, pricing and signing every change before the work happens. Designed to get paid for the extras you have been giving away.

Closeout System Final walk, punch list and final payment. Designed to finish jobs all the way and collect the last check.

Client Communication System Updates and expectations during the job. Designed to keep clients informed without them calling you.

PILLAR 05Financials

Financial Dashboard A live financial dashboard built around the software you already use. One view of every number in the business. Designed to show you where your business stands in five minutes.

Cash Flow System Tracks money coming in and money going out. Designed to let you always know where you stand.

Job Costing What every job costs before, during, and after. Designed to catch a job losing money while there is still time to fix it.

Job Profitability Which jobs make money and which ones don't. Designed to show you which work to chase and which to drop.

Overhead and Expense Reduction A line-by-line look at what you spend. Designed to find and cut the costs eating your profit.

Resource Allocation Where your people and money go. Designed to put your people and money where they make the most.

CLIENT RESULT · PHIL PARSONS, KP HOMESCAPES

4% → 16%$4M → $10M

Went from 4% to 16% net profit and is scaling to $10M.

Book a Game Plan Call →

YOUR AI TEAM

We install 8 AI agents in your business: 5 working within 14 days, all 8 running within 30.

The timeline starts once we have access to your tools. You talk to one assistant, and it hands the work to the right AI agent. We build them, train them on your information, and put them to work inside your business. You never have to build or touch the tech.

AI Executive AssistantDAY 14

Handles meetings, your calendar and follow up.

AI Project CoordinatorDAY 14

Builds the schedule, flags schedule and scope problems, and collects end of day reports from crews and subs.

AI Bookkeeping AssistantDAY 14

Tracks who owes you, follows up on a set schedule, and tells you who you owe. It never moves money.

AI Marketing AssistantDAY 14

Helps you create and launch your ads.

AI Client Appreciation AgentDAY 14

Books the client visit after each job for the gift, photos and testimonial.

AI ReceptionistDAY 30

Answers and makes calls, and qualifies leads.

AI Lead ResponderDAY 30

Answers texts, DMs and web forms fast.

AI EstimatorDAY 30

Drafts estimates and proposals from your pricing, for you to review.

THE RESULTS

What we build with you

We install the systems in your business, using your information, and teach your team to run them. Each one is installed in the order your business needs it, starting with your biggest constraint. Here is what each one is designed to produce for you.

Your time back.Your team owns the work, so it stops coming back to your plate. New hires do the job without you looking over their shoulder, and clients stay informed without calling you. Liz runs her own company, Altavera Construction, on 5 to 10 hours a week.

Profit you can see.A live numbers dashboard connected to JobTread and QuickBooks shows where your business stands in five minutes. Profit gets built into every estimate before it goes out, and you get paid for the extras you have been giving away.

Leads who already trust you.The Contractor Sales Machine, the Referral System and the Raving Fans System bring in leads who trust you before they call, and turn every finished job into your next one. Every lead gets followed up, and only good fit appointments land on your calendar.

More closed estimates.The C.A.P.E. Sales Process and the Estimate Close System help you charge top prices without competing with other contractors, and turn more of your estimates into signed jobs.

Jobs on time and on budget.Every job is planned before it starts and tracked to the finish. One weekly production meeting catches problems while they are small, every change is signed before the work happens, and every job closes out with the last check collected.

A team that owns its work.The A-Player Hiring System puts the right person in the right seat before you are desperate. The Working Genius Team Map puts every person on the work they are built for, and the Accountability System has your team own the results.

WHAT CLIENTS HAVE SEEN

4% to 16% net profit.Phil Parsons, KP Homescapes

Found $128K a year leaking out of the business and used it to hire a superintendent.Shellback Construction

From losing money on jobs to 40% gross profit on every job.Richelle Cipriani, Cipriani Construction

Clients for a third of the cost: $2,700 to $900 per client.Bas, Pinnacle Solutions

Paid off every dollar of his debt.Joe Benedetto, Benedetto Heating and Air

"I've cut 80 hour weeks and gained time back with my family."Kyle, Trickey Jobs

Individual client results, shared with permission. Results vary.

YOUR PART

To make this work, you have to be all in.

✓Be willing to learn and try new things, even when they feel different from how you have always done it.

✓Show up to every call ready to work, at your desk with your camera on.

✓Be honest about your numbers so we can see what's really going on.

✓Take 100% responsibility for your business and be accountable to lead your team in using these proven systems.

Full commitments are in the Agreement.

PROOF

Owners who were maxed out, and where they are now.

KP HOMESCAPES · 16 MONTHS

Phil Parsons

Went from 4% to 16% net profit and is scaling to $10M.

NET PROFIT

Before

4%

After

16%

WHAT CHANGED

✓Ran Working Genius across the team and reorganized who owns what

✓The right people took ownership, so Phil grows the business instead of running it

✓Prospects already trust them at the first meeting

SHELLBACK CONSTRUCTION · 15 MONTHS

Shellback Construction

Stuck at $2M for four straight years. Now at $10M.

REVENUE

Before

$2M

After

$10M

WHAT CHANGED

✓Found $128K a year leaking out of the business

✓Used it to hire a superintendent and fund the growth

✓Doubled net profit

CIPRIANI CONSTRUCTION

Richelle Cipriani

From losing money on jobs to 40% gross profit on every job.

GROSS PROFIT PER JOB

Before

Negative

After

40%

WHAT CHANGED

✓Learned her numbers and fixed job costing

✓Hired a project coordinator with our hiring system

✓Works part-time and takes Fridays off

"I stopped putting out fires, hired the right people, and built systems for growth. Profit is up and I'm free from the field."

Miles Gastill, Leverage General

"I stopped being stuck on the tools, doubled revenue year after year, and built a team I can finally lead."

Vince Bullaro, Royal City Renovations

PROFIT GUARANTEE

Profit Guarantee

If the Roundtable doesn't produce enough profit to cover what you've paid us, we refund the difference, and you keep every system we've put in your business. We measure profit, not revenue.

Terms and conditions apply, as outlined in the Agreement.

Book Your Game Plan Call

Seats at the Roundtable are limited so every member gets real time with Liz.

Book a Game Plan Call →

GAME PLAN CALL

Book a Game Plan Call

I'll show you exactly where profit is leaking from your business and how to install the systems that let you scale without the chaos.

WHAT YOU'LL GET ON THIS CALL

✓A diagnostic of common profit leaks in construction businesses at your revenue level

✓The gaps in your operations, sales process, and team structure

✓A clear roadmap for your next steps to improve efficiency and profitability

✓An honest assessment of whether the Contractor's Roundtable is the right fit for where you are

WHAT HAPPENS NEXT

01Fill out the short form below. It takes 3 minutes.

02On the next page, pick a time on Liz's calendar.

03Meet with Liz for a 30 to 45 minute Game Plan Call where she diagnoses your situation.

04You leave with clarity and a written plan for what needs to be fixed and how to fix it, whether we work together or not.

Fair warning: I'm going to ask you some hard questions on this call. I need to understand where you actually are (not where you wish you were), where you want to go, and whether you're ready to do the work. If you're not ready to be honest about your situation or implement what I show you, this call will waste both our time. If you're serious about building a business that runs without you, let's talk.

MORE PROOF

More owners, more results.

TRICKEY JOBS

Kyle Trickey

Grew from $750K to $2.1M.

REVENUE

Before

$750K

After

$2.1M

✓Doubled his crew and his take-home pay

✓Bought his family's dream home

✓Took 6 weeks of vacation this year

ROYAL CITY RENOVATIONS

Vince Bullaro

Gross profit margin from 23% to 38%.

GROSS PROFIT

Before

23%

After

38%

✓Doubled revenue year after year

✓Built a team he can lead

PINNACLE SOLUTIONS

Bas

Clients for a third of the cost.

COST TO ACQUIRE A CLIENT

Before

$2,700

After

$900

✓Installed our lead system with trust-first video ads

✓A quarter of the year's leads came in a single month

BENEDETTO HEATING AND AIR

Joe Benedetto

Came in at $2M with maxed-out credit cards and no profit.

✓Made every job profitable

✓Paid off all of his debt

✓Hired an operations manager plus 4 more A players

"I've cut 80-hour weeks and gained time back with my family."

Kyle Trickey, Trickey Jobs

Daniel Sanchez Shellback Construction

Reed Fahrendholz Premier Builders

Will Wirtz Shellback Construction

Kevin Leppink Momentum Electric

Richelle Cipriani Cipriani Construction

Miles Gastill Leverage General

See All 21 Testimonial Videos →

Individual client results, shared with permission. Results vary. Past results don't guarantee future results.

Questions

I've hired coaches before and it didn't work.+

Most coaches look at one piece. A sales trainer looks at sales, an ads coach looks at ads. We look at the whole business and install both kinds of systems, internal and external. Liz coaches you on 1:1 calls three times a month, and you lead your team in running the systems.

We're slammed right now. Can we start after we close these jobs?+

We start with your biggest constraint, so the first systems take work off your plate. Busy season is when the leaks cost the most.

Will AI mean I have to lay people off?+

AI lets your people produce more without more work, so you can hire the best instead of button pushers. One honest note: nearly every business loses at least one employee who resists the change in the first 90 days.

Do I own my CRM, my ads and my data?+

Yes. Every system, SOP, lead and automation is yours. Ads run in your own ad account. If you leave the program, you can keep ROI Builder on your own account and your data can be transferred.

How fast will leads show up?+

From zero reputation, 90 days. Businesses already running on referrals, 60 days. Established businesses, 30 days.

What makes clients succeed in the Roundtable?+

The owners who reach out the most grow the fastest. That is why the program includes 1:1 calls three times a month and daily access to Liz, Monday through Friday, via WhatsApp.

Can I cancel?+

The Contractor's Roundtable is a 12-month commitment, and there are no cancellations. The only refund available is through our profit guarantee.

Who is the Contractor's Roundtable for?+

Residential builders and remodelers doing $2M to $5M in revenue. The floor is $1M.

What's included in the Contractor's Roundtable?+

Liz works as your fractional COO and business growth strategist. Together we install the Contractor Operating System in your business: 17 proven systems, 8 AI agents, and 1:1 coaching that get your whole business running without you being the bottleneck.

How fast are the AI agents working in my business?+

We install 8 AI agents in your business: 5 working within 14 days, all 8 running within 30. The timeline starts once we have access to your tools.

Which AI agents do you install?+

Within 14 days: an AI Executive Assistant, AI Project Coordinator, AI Bookkeeping Assistant, AI Marketing Assistant and AI Client Appreciation Agent. Within 30 days: an AI Receptionist, AI Lead Responder and AI Estimator. You talk to one assistant, and it hands the work to the right AI agent.

How much of my time does the Roundtable take?+

You get 20 minute 1:1 coaching calls with Liz three times a month, Roundtable group calls every Tuesday at 11:00 AM Pacific / 2:00 PM Eastern, marketing focused calls every Thursday at 11:00 AM Pacific / 2:00 PM Eastern, and quarterly reviews every 90 days. Show up to every call ready to work, at your desk with your camera on.

How is this different from group coaching or a course?+

Liz is a COO, not just a coach. She looks at the whole business (numbers, team, jobs, sales) and builds the systems with you, using your information, then teaches your team to run them. Free resources show the what. The Roundtable installs the how, in your business.

Is there a guarantee?+

Yes. The Roundtable comes with a 6 Month Profit Guarantee. Terms and conditions apply, as outlined in the Agreement.

Do I keep the systems?+

Yes. The systems are built in your business, with your information, and taught to your team. Your business runs them.

How fast will I see results?+

The Business Analysis comes first. By Day 14 you have a written list of your profit leaks with a dollar amount on each, you know which jobs make you money, and you can see which systems to fix first. Results vary.

What do you need from me?+

Be willing to learn and try new things, show up to every call ready to work, be open about your numbers, and follow through by leading your team in using the systems. Full commitments are in the Agreement.

Book a Game Plan Call →