Your Pipeline Runs on Job Sites.
Your Systems Should Too.
Elite Alignment builds voice-first AI automation systems for construction advisory and contracting firms — log contacts from the field, track AR by voice, and automate your entire BD operation. Live in under 30 days.
The Problem
Construction Runs on Relationships.
Most Systems Don't Support That.
If your BD operation depends on memory, Excel, and good intentions — you're leaving pipeline on the table every single week.
Can't Log Contacts From the Field
You meet the right GC at a pre-bid walkthrough and by the time you're back at your desk, the details are fuzzy. Critical relationships slip through the cracks.
AR Visibility Requires Digging
Outstanding invoices and payment status live in spreadsheets no one has open. Chasing down numbers on a job site means calling the office — or giving up.
Follow-Up Falls Through the Cracks
Hot leads from conventions go cold because the follow-up system is your memory. One busy week and a $50K relationship quietly dies.
Team Can't Access What the Principal Knows
Everything lives in the principal's head or personal spreadsheet. The team operates blind, duplicating effort and missing context that already exists.
Manual Reporting Consumes Real Hours
Pipeline reviews, weekly updates, and status reports are assembled by hand. Hours spent compiling data that could be generated automatically every Monday morning.
Multi-State Operations, Zero Coordination
Projects spanning multiple states mean context that's scattered across phone calls, inboxes, and Outlook folders — no unified view, no shared intelligence.
What We Build
A Complete Voice-First BD Engine
Every system is custom-built around your existing tools. No new apps to learn. No manual data entry. Just intelligence, running automatically.
Dedicated AI Phone Agents
Call from a job site, convention floor, or your car. Dictate a new contact, query your AR position, or log a meeting — and the system does the rest. No laptop. No typing. No delay.
Custom CRM Built for the Field
A Kanban pipeline designed for construction BD — from first contact to signed contract. Mobile-responsive, role-separated, and updated in real time whenever you or your team logs something by voice.
Deep Outlook and Calendar Integration
Every contact you log by voice syncs to Outlook. Every meeting you dictate appears in your iPhone Calendar. Email drafts are staged for your review. All powered by fully automated token refresh — zero maintenance.
Automated Follow-Up Sequences
Define your follow-up logic once. The system monitors your pipeline and triggers personalised outreach at the right time — so hot leads never go cold because you were on a job site.
Weekly Pipeline Intelligence Reports
Every Monday at 9 AM, an automated report hits your inbox: open AR, overdue invoices, follow-ups due this week, and pipeline health at a glance. No one has to compile it.
Role-Separated Team Access
The principal sees financial data, full pipeline, and AR. Team members see contacts and pipeline — nothing else. Everyone has exactly the access they need, and nothing they shouldn't.
Proof of Work
We've Already Built This.
For a Construction Advisory Firm.
A multi-state construction advisory principal came to us with an Excel spreadsheet and a voice. We gave him a complete intelligence system. In under 30 days.
Case Study — Phase 1 · Construction Advisory · FL · NY · NJ
Voice-First BD Engine: From Excel to AI in Under 30 Days
"I need to be able to utter words and have two things happen."
What We Built
- Command Center AI Agent — Call from anywhere to query live pipeline: AR position, overdue invoices, follow-ups due today
- Contact Logger (Principal) — Dictate a new contact from a job site or convention. Syncs instantly to Outlook and the CRM
- Contact Logger (Team) — Same capability for a second team member, with role-restricted pipeline access
- Custom CRM — 6-stage Kanban pipeline, 100+ contacts migrated, mobile-responsive, real-time updates
- Microsoft 365 Integration — Outlook sync, calendar events, email drafts, and fully automated token refresh every 10 minutes
- Weekly Intelligence Report — Automated pipeline health email every Monday at 9 AM — nobody compiles it
The result: The manual Excel workflow is retired. The principal logs contacts from job sites, queries his AR position from his car, and books meetings by voice that appear in his iPhone calendar — without touching his phone.
Read the full case study →How It Works
From Strategy Call to Live System
in Under 30 Days
Audit Your Operations
We map every manual process, pain point, and missed opportunity across your BD and operations in a free 30-minute call. No commitment, no sales deck — just clarity on what's possible.
Design Your System
Our engineers architect a custom automation stack built around your existing tools — Microsoft 365, your CRM preferences, your team structure. You see the full design before we build a line of code.
Deploy in Under 30 Days
We build, test, and hand over your system live. You and your team get onboarded, and the system runs from day one. Not a pilot. Not a proof-of-concept. A production system.
Optimize & Expand
We stay embedded. As your business scales, your system scales. We monitor performance, add new automation layers, and ensure the engine compounds in value over time.
Common Questions
Frequently Asked Questions
How can AI automation help a construction firm specifically?
Construction firms have a unique set of workflow challenges: contacts logged on job sites, AR tracked across multiple projects, follow-up dependent on the principal's memory, and team communication gaps between the field and office. AI automation addresses all of these by enabling voice-first contact logging, automated AR queries, intelligent follow-up sequences, and real-time pipeline reporting — without requiring anyone to change how they work or learn new software.
Can I really log a contact from a job site just by calling a number?
Yes. We build dedicated AI phone agents — each with a specific function. You call the Contact Logger number, say "New contact: John Smith, ABC General Contracting, met at the South Florida bid walkthrough, follow up in two weeks," and the agent extracts the structured data and syncs it to your CRM and Outlook contacts within seconds. No app. No typing. No delay.
Do you work with firms already in the Microsoft 365 ecosystem?
Yes — and this is where our integration goes deepest. We build a full Microsoft 365 integration layer: Outlook contact sync, calendar event creation by voice, email drafts staged for review in Outlook, and directory search by voice. The integration runs via fully automated token refresh every 10 minutes, so there's zero maintenance on your end. Nothing to login to. Nothing to renew manually.
How long does it take to build and deploy the system?
Under 30 days from the strategy call to a live, production system. This isn't a pilot or a proof of concept — it's a fully functioning automation stack with voice agents, CRM, integrations, and automated reporting, delivered as a working system your team can use from day one.
What if my team isn't technical?
That's by design. The system is built to be operated by non-technical principals and field teams. The voice interface means no logging in, no new apps, no training overhead. If you can make a phone call, you can use the system. We handle every technical aspect of setup, deployment, and ongoing maintenance.
What does this cost?
Every engagement is scoped to the specific firm — the number of voice agents, integrations, and automation layers varies based on your operation. The best way to get accurate numbers is the free strategy call. We'll map out exactly what your system would include and what it would cost, with no obligation to proceed.
Get Started
Your Pipeline Is Bigger
Than Your Current System.
Book a free 30-minute strategy call. We'll map out exactly what a voice-first BD engine would look like for your firm — and what it would cost.
Book a Free Strategy Call →No commitment. No sales deck. Just a clear map of what's possible.