AEC workflow

Practice & Business Development Workflows for AEC

CRM, opportunity, marketing, website, and practice-management workflows.

Most small architecture and engineering practices grow on repeat clients and referrals, and for years that is enough. It is also why they plateau. When three or four clients account for most of the fees, the firm grows at the pace of those clients' own cycles, and one client pausing a programme becomes the whole firm's slowdown. Business development is not cold-calling. It is treating relationships and pursuits as a system that is recorded, staged, owned, and reviewed, so the next project is being worked before the current one ends. Firms that run it this way are not luckier. They are earlier.