Operations Review — Intake Form

A short intake form for the Construction Operations Review. The deliverable is a 10–14 page PDF within 48 hours. What’s in the report.

This form asks about your operation — not your projects. Don’t paste project names, sub rates, customer names, or contract amounts.

For details on how we handle the information you submit here, see prevaldi.com/privacy.

About you and the firm

Your name

Firm name

Your role

Firm size

State(s) you operate in

Comma-separated if multiple.

Phone (optional)

Only used if we need to confirm a scope detail. No calls scheduled.

How did you hear about Prevaldi? (optional)

Your operation

Years running the firm (optional)

Annual revenue bracket (optional)

Bids per month (optional)

Estimated win rate (optional)

Your estimate (e.g., 30%). If you track it formally, use that.

Stack & tools

Takeoff method (optional)

Your software stack (optional)

What you use for estimating, project management, billing, scheduling, communication. One per line.

AI tools you've tried (optional)

ChatGPT, Copilot, BuildingConnected AI, or anything else. What you tried it for.

Change order practice (optional)

What’s slowing you down

Who handles administrative work? (optional)

What's actually slowing you down?

This is the most important field. Describe the friction you actually feel — estimating, change orders, subcontractor coordination, cash flow, whatever it is.

If you could fix one thing tomorrow, what would it be? (optional)

Free text. Be specific.

Anything specific you want the review to address? (optional)

I understand the Construction Operations Review is a written analysis based solely on information I provide in this intake. It is for operational planning purposes, not legal or financial advice. Prevaldi will not request and I will not provide confidential client or project information.

By submitting, you agree to our privacy policy.