Morning Briefing
Live data from JobTread · Refreshes on load
Connecting to JobTread…
✕
Weekly client update — draft generator
Pulls this week's daily logs and site photos from JobTread, drafts the update in the Bosi format, and saves it to the job's Drive folder. Review before sending — nothing emails automatically.
Active Jobs
All jobs with approved orders · Live from JobTread
Loading jobs…
Team Calendar
Whole-team schedule — Erik, Ben, Greg, Mike, Jeremy
Call Scripts
Reference for every client-facing conversation
Phone Intake Script — v2 (coach-approved, June 2026)
For new hires: read this word for word on day one — that's fine. The goal over time is to know it well enough that you no longer need it, so your full attention is on the caller. The words below are a starting point, not a cage.
Step 1
Answer the Phone
▶
Say this — every time
"Bosi Construction, this is [your name] — how can I help you?"
Then stop. Let them talk for 30–60 seconds without interrupting. Listen.
Step 2
Make Them Feel Like They Called the Right Place
▶
Say this after they describe their project
"Thank you so much — you made an incredible decision reaching out to Bosi Construction today. We've been doing this for almost 50 years and this sounds exactly like the kind of project we love. Tell me a little more — what are you trying to get done?"
Then listen again. Let them keep going. Don't rush to the next question.
Step 3 — Changed in v2
Scope and Location
▶
v2 change: the closing question ("Does it make sense to get you on a call with Erik?") was removed from this step — it came before we'd explained what the call was. This step now ends with a clear fit / not-a-fit decision. If it's a fit, flow directly into Step 4. If not, handle it here.
Ask about scope if you need more detail
"What are you guys trying to get done — can you give me a little more detail on the project?"
Then ask where they are
"And where are you located — what neighborhood or town?"
If it's a fit — affirm it and keep going
"Oh, that's a great area — we've done a lot of work over there. It sounds like you definitely called the right place."
If it's NOT a fit — handle it here, warmly (v2 — new)
"I really appreciate you reaching out — honestly, that particular scope / area just isn't where we focus our work. I want to make sure you get to the right people. Can I give you a couple of names?"
Then refer them out graciously. How you treat a non-fit caller reflects on Bosi — they have friends. If it IS a fit, no closing question needed — move directly into Step 4.
Step 4 — Changed in v2
Introduce the Bosi Viability Call
▶
v2 change: rewritten to lead with the purpose of the call before asking if it makes sense. The old version asked for buy-in before explaining what they were buying into. Now: explain it first, close second.
Explain what the Viability Call is and why it matters — then close
"What we like to do before anyone has to take time off work or coordinate schedules is schedule a Bosi Construction Viability Call with Erik. He's our owner, and you can join from wherever you are. The whole point of this call is to make sure that what you want can actually happen in the space you have for an affordable price. Would that make sense for you?"
If they say yes, move directly to Step 5 and book the time.
Step 5
Book the Call
▶
Ask for their preferred window first
"Would morning, afternoon, or evening work better for you and your spouse?"
Then offer a specific time
"How does [day] at [time] sound — does that work for both of you?"
Step 6
Collect Contact Info
▶
After the call is booked — then ask for info
"Perfect. Last thing I need — what's the best phone number and email address to send the Zoom link to?"
Get their name if you don't have it yet
"And can I get your full name — first and last? I want to make sure I spell it right when I send the confirmation."
Read the phone number back. Spell the email back if there's any chance of error — a wrong email means they never get the Zoom link.
Step 7
Close the Call
▶
Say this to close
"Perfect — you're all set. I'll send you the Zoom link and you'll hear from Erik at [time] on [day]. Thanks so much for calling — honestly, this sounds like a really exciting project. You called the right place."
Step 8
After You Hang Up
▶
1. Text or call Erik immediately
Don't just tag him in JobTread — he needs to know right now.
2. Log everything in JobTread
Full name, phone number, email, neighborhood, project description in their words, lead source, and the booked Viability Call date and time.
3. Tag Erik in JobTread
"New lead — Viability Call booked for [day/time]. All details in notes."
Hard Stops — Never Do These
— Never quote a number. Not a range. Not a ballpark. If asked: "That's exactly what the Viability Call with Erik is for."
— Never describe our process in detail. If asked: "Erik will walk you through all of that on the Viability Call."
— Never promise a start date or timeline. You don't know the current schedule.
— Never live-transfer the call. Book the Viability Call — that's the goal.
— Never collect contact info before you've engaged them. Name, phone, and email come at the end, after the call is booked.
— Never describe our process in detail. If asked: "Erik will walk you through all of that on the Viability Call."
— Never promise a start date or timeline. You don't know the current schedule.
— Never live-transfer the call. Book the Viability Call — that's the goal.
— Never collect contact info before you've engaged them. Name, phone, and email come at the end, after the call is booked.
Opening
Viability Call Intro (Erik)
▶
How Erik opens the call
"Thanks for making time. I want to use this call to understand the project well enough to tell you honestly whether we're the right builder for it — and give you a real sense of how we work so you can decide if that's what you're looking for. Sound good?"
This sets the tone as mutual evaluation, not a sales pitch.
Core Questions
Project & Owner Discovery
▶
The project
"Tell me about the house — age, location, what you're thinking in terms of scope."
Their experience
"Have you done a renovation before? What went well, what didn't?"
Decision process
"Who's involved in making the final call? Are you working with an architect already?"
Budget
"What's the budget range you're working with? I ask because I'd rather have that conversation now than after we've both invested time."
The Ask
Positioning the PDA
▶
Core PDA pitch
"Before we can give you a real number, we need to understand the full scope — not assumptions. That's what the Pre-Design Assessment does. It's a paid engagement where we spend real time with your project: the drawings, the site, the conditions. At the end you have a scope document and a budget that's actually buildable. The fee is $2,000–$10,000 depending on project complexity."
Let it land. Don't rush past the number.
Our Model
Cost-Plus Pricing Explanation
▶
When they ask how pricing works
"Our pricing is cost-plus — which means you see exactly what everything costs, and our fee is separate and stated upfront. You're not paying a mystery markup embedded in a fixed bid. When costs come in under projection, you get that back. There's no incentive for us to pad numbers or hide line items."
If they got a fixed-price bid elsewhere
"A fixed-price bid can look simpler — but it's only as reliable as the scope behind it. If the scope is incomplete, the way they recover that uncertainty is through change orders after you've committed. Our model is built on a complete scope developed with you before we price anything."
Objection
"Your price is too high"
▶
Response
"I hear that. Let me ask — what are you comparing us to? If there's a lower number on the table, I want to understand what scope it's built on, because that's usually where the gap lives. We price what it actually takes to build the project as designed."
Objection
"Why do I have to pay for the PDA?"
▶
Response
"Because real scope work takes real time. A free estimate is built on assumptions — and you pay for those assumptions later through change orders or a project that doesn't match what you expected. The PDA is where we earn the right to give you a number you can actually build a decision on."
Objection
"We're still talking to other contractors"
▶
Response
"That makes complete sense — you should be. What I'd ask is that when you compare bids, you look at the scope each one is built on. An apples-to-apples comparison requires the same scope document. If any of them are working from different assumptions, you're not really comparing the same project."
Score each criteria 1–3 on intake. 8+ = strong fit. Below 5 = refer out.
| Criteria | 1 — Weak | 2 — Moderate | 3 — Strong |
|---|---|---|---|
| Project Fit | Simple/commodity work | Mid-complexity reno | Historic, high-perf, complex |
| Referral Warmth | Cold inbound | Soft referral / online | Direct referral from known source |
| Partnership Orientation | Price-focused, adversarial | Neutral / process-open | Collaborative, trust-first |
| Bosi Ownership Potential | Micro-managing, no autonomy | Some flexibility | Defers to our expertise |
First Contact
Cold Outreach to a New Architect Partner
▶
Email subject line
"Bosi Construction — historic + high-performance residential, Chicagoland"
Body
"Hi [Name] — I came across your work on [project/firm] and wanted to introduce ourselves. Bosi Construction has been building alongside architects on complex residential projects in the Chicago area since 1978 — primarily historic renovation, deep-energy retrofits, and high-performance new builds.We recently finished a PHIUS Zero retrofit of an 1902 landmark home with TBDA — it won the 2025 AIA Chicago Decarbonization Award. That's the kind of work we're built for.
If you have projects in that space where you're looking for a contractor who treats your drawings as the design intent they are, I'd welcome a short call. Happy to share more about how we work."
Qualify early, not late.
A bad fit discovered on the first call costs 20 minutes. A bad fit discovered at contract costs months.
Confident, not chasing.
The best clients are bought in before they sign. Never follow up more than twice without new information.
The PDA is the product.
Scope first, price second. The PDA is where we earn the right to give a number worth trusting.
Strength-forward only.
We never position against competitors. We position on what Bosi does — and let the difference speak for itself.
The 8 Core Rules
Every piece of client-facing content starts here
| # | Rule | Never say | Say instead |
|---|---|---|---|
| 1 | Strength-forward — no competitor-shaming | "Unlike other GCs…" | "What's drawn gets built." |
| 2 | Claims must survive without an asterisk | "1,000+ architect projects" | "Four decades alongside architects on complex residential" |
| 3 | Never imply the architect erred | "When designs go over budget…" | "We bring cost data in pre-design, before anyone's committed" |
| 4 | Honor real stakes — don't flatten difficulty | "Seamless from start to finish" | "We do hard things with precision" |
| 5 | Team framing, not "I" | "I've built…" | "Our team has built…" |
| 6 | Write for the actual reader | Generic benefits list | Architect-specific or homeowner-specific copy |
| 7 | No commercial language | "RFI process" | Plain residential language |
| 8 | No AI-sounding filler | Seamless, passionate about, dedicated to excellence, we take pride in | Specific. Direct. Real. |
Standard Operating Procedures
Live from the "SOPs" Google Drive folder — add or edit a doc there and it shows up here
Loading SOP library from Drive…
Ops Blueprint
Operational framework and diagnostic — Bosi Construction Company
Core Operating Principles
Finish before launching.
Active systems get completed before new ones are introduced. Partial systems cost more than no system.
JobTread is the record.
Every job, cost, communication, and change lives in JobTread. Paper and email are inputs, not storage.
Scope before price.
No number goes to a client without a completed PDA scope behind it. The PDA is the product.
Field drives the data.
PMs are responsible for daily logs, task completion, and change order initiation. Admin processes, doesn't originate.
Team Roles — Quick Reference
| Person | Role | Primary System |
|---|---|---|
| Erik Bosi | Owner / Decision Authority | JobTread · Hub |
| Ben Graniczny | Director of Operations | Hub · Asana · JobTread |
| Greg Baker | Estimating / Intake | JobTread · Asana |
| Mike Melody | Field PM / Carpenter | JobTread |
| Jeremy Kirk | Field PM / Carpenter | JobTread |
| Jimmie Perkins | Systems / Data Support | Hub · JobTread · QuickBooks · Asana |
Current Systems Status
| System | Status | Owner | Notes |
|---|---|---|---|
| JobTread | Live | Ben / Greg | Source of truth — all jobs, budgets, documents |
| Asana Pipeline | Live | Ben | 4 boards: Leads, Pricing & Design, Estimating, Active Jobs |
| Call Scripts Hub | Live | Ben | V4 — Intake, Discovery, PDA, Architect, Brand Voice |
| SOP Library | In Progress | Ben | 5 of planned 8 SOPs active |
| Cost Catalog | In Progress | Ben / Jimmie | 395 items across 14 trade groups — ongoing refinement |
| Marketing Brochures | Pending Review | Ben | Client-facing + architect-facing v3 — awaiting Erik approval |
| Bosi OS (this) | Building | Ben | Live JobTread data · DataX connected · app.bosi-construction.com |
The 9 Core Functions
Full lifecycle framework — owner, timeline, quality standard, KPIs, process steps, and inputs/outputs for each function. Click a function to expand.
Q3 Initiatives
Live from Asana · Drag cards between columns
Loading board…
Q3 2026 — Initiative Plan
Themes, SWOT synthesis, and every initiative in detail
A-Level Access Required
Erik · Ben · CFO only
Email Signature
Generate a Bosi-branded signature block
Your Details
Preview