OPERATIONAL INTELLIGENCE AUDIT APPLICATION

SHOW US WHERE
THE WORK GETS
STUCK.

Refined examines five operational areas of a specialty contracting business — Estimating & Proposals, Handoff & Mobilization, Field Operations, Change Orders & Documentation, and Billing & Cash Flow — to find root causes and the systems that will fix them.

Tell us about your company, where work slows down, and the outcome you want. If the engagement appears to be a fit, we'll invite you to an executive discovery call.

PAID CONSULTING ENGAGEMENT

The Operational Intelligence Audit is a paid, five-week consulting engagement. Typically $7,500–$10,000. Final investment and scope confirmed by written proposal. Submitting this application does not guarantee acceptance or create a consulting relationship.

01 ABOUT YOU

02 YOUR BUSINESS

03 WHERE WORK STALLS

04 READINESS + INVESTMENT

STEP 1 OF 4

Estimated completion time: 6–8 minutes

👤

LET'S START WITH YOU.

Tell us who you are and how you are involved in the business.

YOUR NAME *

BUSINESS EMAIL *

PHONE NUMBER *

COMPANY NAME *

COMPANY WEBSITE *

If your website is not currently published, enter "Not currently published."

WHAT IS YOUR ROLE? *

PLEASE DESCRIBE YOUR ROLE

ARE YOU INVOLVED IN APPROVING THIS ENGAGEMENT? *

Yes, I am the decision-maker I share the decision with someone else I am researching for a decision-maker No

🏢

HELP US UNDERSTAND THE BUSINESS.

We use this to confirm fit: trade, revenue, workforce size and operational complexity.

WHAT DOES YOUR COMPANY DO? *

Briefly describe your trade, the work you perform (new construction, service, maintenance, retrofit), who your customers are, and how projects typically flow through your company. (Approximately 50–300 words.)

HOW MANY PEOPLE DOES YOUR COMPANY EMPLOY (OFFICE AND FIELD)? *

PRIMARY TRADE OR INDUSTRY *

APPROXIMATE ANNUAL REVENUE *

TYPICAL NUMBER OF ACTIVE PROJECTS OR JOBS AT ONE TIME *

WHICH TOOLS DOES YOUR TEAM USE TO RUN ESTIMATING, PROJECTS, SERVICE AND BILLING? * (Select all that apply)

Gmail or Google Workspace Outlook or Microsoft 365 Google Drive OneDrive or SharePoint CRM Project-management platform Accounting or ERP system Scheduling platform Forms or surveys Spreadsheets Client portal Industry-specific software Other I'm not sure

PLEASE LIST THE TOOL NAMES (optional)

🎯

WHERE DOES THE WORK GET STUCK?

Choose up to three areas creating the most friction, then tell us which single process deserves the closest examination.

WHERE IS YOUR BUSINESS EXPERIENCING THE MOST FRICTION? * (Select up to 3)

Maximum of three selections. Choose the areas creating the most significant drag on your business.

📣ESTIMATING + PROPOSALS

Bid / RFP intake and go/no-go decisions Takeoffs and estimate preparation Proposal turnaround time Bid follow-up and pipeline tracking Estimate-to-actual feedback

🤝HANDOFF + MOBILIZATION

Estimating-to-project-management handoff Contract and scope review Submittals and procurement Scheduling and crew assignment Project setup and kickoff Customer and GC communication at award

👋FIELD OPERATIONS

Dispatch and technician scheduling Field-to-office communication Time, labor and material capture Job status visibility Service call and work order management Safety, quality and inspection records

⚙️CHANGE ORDERS + DOCUMENTATION

Identifying and pricing changes in scope Change order approvals and tracking RFIs and submittal tracking Daily logs and field documentation Closeout documents and warranties Compliance and certification records

📈BILLING + CASH FLOW

Progress billing and pay applications Billing delays or unbilled work Job costing and margin visibility Retainage and collections Invoice accuracy and disputes Executive reporting and forecasting

Other

PLEASE DESCRIBE THE AREA CREATING FRICTION (optional)

0 of 3 selected

WHAT IS THE ONE PROCESS YOU MOST WANT US TO EXAMINE? *

Walk us through what happens today — for example, from awarded bid to project setup, or from completed work to invoice. What starts the process? Who is involved? Which tools are used? Where does it slow down, repeat, or fall through?

⚠ Do not include confidential records, customer names, passwords, financial information, health information, legal documents, or other protected data.

HOW OFTEN DOES THIS PROCESS OCCUR? *

Several times per day About once per day Several times per week About once per week Several times per month Occasionally I'm not sure

APPROXIMATELY HOW MUCH TOTAL TEAM TIME DOES THIS PROCESS CONSUME? *

Fewer than 2 hours per week 2–5 hours per week 6–10 hours per week 11–20 hours per week More than 20 hours per week I'm not sure

WHAT HAPPENS WHEN THIS PROCESS IS DELAYED OR HANDLED INCONSISTENTLY? * (Select all that apply)

Bids or proposals go out late or are lost Projects start late or without complete information Change orders are missed, delayed or disputed Billing is delayed or work goes unbilled Cash flow is slowed Work must be redone Schedules or deadlines are missed Senior people perform lower-value administrative work The owner or a few key people become the bottleneck Office and field teams cannot find the information they need Margin is unclear until after a job closes The company cannot comfortably take on more work It mainly causes frustration Other

PLEASE DESCRIBE THE BUSINESS IMPACT (optional)

WHAT WOULD A SUCCESSFUL IMPROVEMENT LOOK LIKE? *

Describe the business result you want — not the software you think you need. Examples: shorten proposal turnaround, reduce delays between award and mobilization, capture change orders before work is done, or invoice faster with fewer corrections.

📋

IS THE ENGAGEMENT A FIT?

These final questions help us evaluate readiness, ownership, timing and scope.

HOW CONSISTENT IS THE PROCESS TODAY? *

Clearly documented and consistently followed Partially documented Not documented, but generally handled the same way Different people handle it differently The process is still being developed I'm not sure

DOES THIS PROCESS INVOLVE SENSITIVE OR REGULATED INFORMATION? * (Select all that apply)

🔒 Do not provide the sensitive information itself. We only need to understand which categories may be involved.

No sensitive information Customer contact information Financial or payment information Health information Legal or confidential client information Employee information Account credentials or system access Other protected or regulated information I'm not sure

WHO WOULD OWN AND APPROVE PROCESS OR SYSTEM CHANGES? *

Provide the person's role—not private contact information.

WHEN WOULD YOU LIKE TO BEGIN? *

As soon as possible Within 30 days Within 60–90 days Within the next six months I am currently exploring options

WHAT IMPLEMENTATION INVESTMENT WOULD YOU BE PREPARED TO CONSIDER AFTER THE AUDIT? *

Systems architecture and implementation engagements begin at $25,000 and are scoped and contracted separately. Implementation is not included in the Operational Intelligence Audit, and you may implement recommendations internally, through existing vendors, or with Refined. This question is not a commitment.

Under $25,000 $25,000–$50,000 $50,000–$100,000 More than $100,000 I would implement internally or with existing vendors I need the audit findings before determining a budget

WHICH ENGAGEMENT ARE YOU CONSIDERING? *

Delivered through a structured five-week engagement, subject to scope, data availability, and stakeholder participation. The final schedule is confirmed in your proposal.

Refined Operational Intelligence Audit — typically $7,500–$10,000 I'm not sure the audit is the right fit I need more information before choosing

ARE YOU PREPARED TO INVEST IN A PAID DIAGNOSTIC AUDIT BEFORE DECIDING ON IMPLEMENTATION? *

Every Refined engagement begins with a paid audit. Typically $7,500–$10,000. Final investment and scope confirmed by written proposal. The audit identifies root causes and produces a recommended architecture and 90-day roadmap. Implementation is not included and is scoped separately.

Yes — I'm prepared to begin with an Operational Intelligence Audit (typically $7,500–$10,000) Possibly — I need more information before deciding No — I'm currently looking for a free consultation

IS THERE ANYTHING ELSE WE SHOULD UNDERSTAND? (Optional)

I understand that the Operational Intelligence Audit is a paid, five-week consulting engagement (typically $7,500–$10,000, with final investment and scope confirmed by written proposal) and that implementation is separately scoped and not included. I will not submit passwords, protected records, confidential customer files, financial account information, health information, legal documents, or other sensitive data through this application. I understand that submitting this application does not guarantee acceptance or create a consulting relationship.

Your application will be reviewed by a person before any invitation is sent.

There was a problem submitting your application. Please check your answers and try again. If the issue continues, please contact us directly at hello@refinedbyai.com.

✓

APPLICATION RECEIVED

WE'LL REVIEW THE WORK
BEHIND THE BOTTLENECK.

Thank you for applying for an Operational Intelligence Audit with Refined.

We'll review your company, trade, size, primary bottleneck, desired outcome, decision authority and investment readiness for fit.

If the opportunity appears to be a strong fit, we'll contact you by email with the next step. Please monitor your inbox, spam, and promotions folders.

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SHOW US WHERETHE WORK GETSSTUCK.