San Francisco Bay Area modern construction

SAN LEANDRO · CA · SINCE 1945

PROPOSAL

EFA INC.

Lead Generation & Operational Workflow Strategy

Eight decades of relationships × four divisions = the revenue engine we'll help you build.

Prepared for Nathan · R.CS Construction Solutions

ROWENA TULACZ · R.CS

01 / 18

SAN LEANDRO · CA · SINCE 1945

PROPOSAL

EFA INC.

Lead Generation & Operational Workflow Strategy

Eight decades of relationships × four divisions = the revenue engine we'll help you build.

Prepared for Nathan · R.CS Construction Solutions

ROWENA TULACZ · R.CS

01 / 18

SLIDE 02

EMBEDDED, NOT OUTSOURCED.

ROWENA TULACZ

PRESIDENT, R.CS

30+ years in construction — estimating, scheduling, ops, BD
Woman-owned, fractional model
Built for firms with more opportunity than infrastructure
References available across GC, owner's rep, and specialty work

We work like a department head, priced like a consultant.

ROWENA TULACZ · R.CS

02 / 18

Construction professionals strategy meeting

SLIDE 03

WHAT WE HEARD.

Four divisions. One BD lead. No shared scoreboard.

FOUR DIVISIONS

Construction · Fixture Installations · 24/7 Service Street · Five Star Fixtures
Procurement decentralized — each division runs its own
Build platform is live but bumpy

WHERE LEADS LIVE TODAY

One info@ inbox · one phone line · one generic web form
No qualifying questions, no source attribution, no audit trail
Routing happens in Nathan's head

If a lead goes cold, no one knows where it died.

ROWENA TULACZ · R.CS

03 / 18

SLIDE 04

TODAY vs. TOMORROW.

Same relationships. Radically different visibility.

TODAY

1 inbox · no routing · no scoreboard
Cross-division opportunities invisible
Repeat-client value never tracked
Lead source guesswork

TOMORROW

Smart Intake

›

Auto-Routing + BOGO

›

4 Division Pipelines

›

Account / Cross-Sell View

›

BD Cockpit

Single source of truth across divisions
Cross-division opportunities flagged automatically
Repeat-client value tracked over time

One front door. Four pipelines. Total visibility.

ROWENA TULACZ · R.CS

04 / 18

SLIDE 05

THE FIVE WORKFLOWS.

What we'd build:

Unified Intake

One form, qualifying questions, all channels feed it.

Routing + BOGO

Rules-based assignment with cross-division flagging.

Division Pipelines

Each with its own stages, SLAs, and KPIs.

Account View

Client-level lens across all jobs and divisions.

Nurture Layer

Quarterly cadence, NPS, referral triggers.

Five connected systems — designed once, deployed division by division.

ROWENA TULACZ · R.CS

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SLIDE 06

PHASE 1 — AUDIT BEFORE BUILD.

You've already invested in Build. Before we recommend keeping it, augmenting it, or replacing it — we audit.

2-week diagnostic across all four divisions
Workflow mapping, gap analysis, integration review
Written roadmap + go/no-go recommendation on Build
Phase 2 doesn't start until you've made the call

No platform commitment until we look under the hood with you.

ROWENA TULACZ · R.CS

06 / 18

Construction project phasing scaffolding

SLIDE 07

PHASED BY DIVISION.

Build it once. Build it right. One division at a time.

Weeks 1–4

Weeks 5–8

Weeks 9–12

Weeks 13–16

Phase 2a · Weeks 1–4

Construction

Pipelines · intake routing · bid/proposal stages

30–50 hrs

Phase 2b · Weeks 5–8

24/7 Service Street

Dispatch flow · after-hours intake · call logging

30–50 hrs

Phase 2c · Weeks 9–12

Fixture Installations

Site survey → quote → install scheduling

30–50 hrs

Phase 2d · Weeks 13–16

Five Star Fixtures

Drawing → quote → production → delivery

30–50 hrs

BD COCKPITThreaded through every phase · Source attribution · Conversion math · BOGO alerts

› Lower activation energy

› Each phase stands alone

› You decide whether to continue, pause, or pivot at each milestone

ROWENA TULACZ · R.CS

07 / 18

SLIDE 08

PHASE 3 — ADOPTION IS THE WORK.

Nathan + BD lead trained directly
30 / 60 / 90-day tuning sessions
KPIs visible in the BD cockpit
Iterate as the team uses it — not after they reject it

We don't hand off and ghost.

ROWENA TULACZ · R.CS

08 / 18

SLIDE 09

BEYOND THE BUILD.

What we just walked through is one capability. R.CS has six. The CRM workflow build is SocialXpress — our CRM & marketing automation capability. Five more capabilities are available as standalone engagements or via Tier 3 advisory. R.CS is woman-owned. EFA is third-generation, women-owned. We understand the operating model — and the kind of resource a company like yours actually needs.

Tiers are how you engage. Capabilities are what we do.

ROWENA TULACZ · R.CS

09 / 18

SLIDE 10

R.CS CAPABILITIES.

Six tools. One trusted resource.

SocialXpress

CRM & Marketing Automation

What we just walked through. Tiers 1 & 2 deliver this.

MaximizeX

Business Coaching & Consulting

ConstructXcel

Estimating Support

ProceX

Process Improvement

XpertHire

Construction Recruiting

ConneX

Network Sourcing

Five capabilities are available as standalone engagements or via Tier 3 advisory.

ROWENA TULACZ · R.CS

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SLIDE 11CAPABILITY · 02 / 06

MAXIMIZEX.

Business Coaching & Consulting — your fractional construction executive.

On-call senior advisory across operations and BD
Strategic decision sounding board
Hiring input and org design
Escalations, conflict resolution, partner management
Long-term resource positioning

Available monthly under Tier 3.

ROWENA TULACZ · R.CS

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SLIDE 12CAPABILITY · 03 / 06

CONSTRUCTXCEL.

Estimating Support — coverage when bid season hits hard.

Overflow estimating across CSI divisions
Specialty division support (Five Star, Fixture Install)
Subcontractor scoping and qualification
Bid leveling and proposal review
Tools: PlanSwift, Sage Estimating, JobTread

You don't lose work because the estimating team is buried.

ROWENA TULACZ · R.CS

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SLIDE 13CAPABILITY · 04 / 06

PROCEX.

Process Improvement — the plumbing behind every project.

Schedule build & recovery (P6, MS Project, JobTread)
AIA pay app review and dispute support
Contract language cleanup and risk-flagging
JobTread template builds and rollouts
SOP documentation per division

The unsexy work that protects margin.

ROWENA TULACZ · R.CS

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SLIDE 14CAPABILITY · 05 / 06

XPERTHIRE.

Construction Recruiting & Talent Sourcing — built for multi-division operators.

Senior superintendent and PM recruiting
Estimator and project engineer pipelines
Specialty trade and shop talent (cabinet, fixture install)
Vetted candidate networks across CA, NV, HI
Retained or contingent search models

Four divisions need four hiring engines. We run them.

ROWENA TULACZ · R.CS

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SLIDE 15

WHILE WE'RE UNDER THE HOOD.

Performance score: 42 of 100. Eighty years of work. Mismatched.

PAGESPEED INSIGHTS — PERFORMANCE: 42/100

16.8 seconds to load on mobile.

Google's target Largest Contentful Paint is 2.5 seconds. EFA Inc. takes 6.7× too long. Most mobile visitors leave before the page renders.

SEOBILITY — 4 CRITICAL ERRORS

No H1. No meta description. 11 photos with no alt text.

The basics every search engine looks for. All missing on the homepage. Eighty years of EFA Inc. — Google can't read it.

PAGESPEED — OPTIMIZATION OPPORTUNITY

4.87 seconds. Instantly recoverable.

Render-blocking resources are eating 4.87s of every mobile page load. Total page weight: 2.87 MB. A modern stack ships under 500 KB.

Sources: Seobility on-page audit — overall score 72%, 4 critical errors. PageSpeed Insights Mobile (Lighthouse 13.0.1) — Performance 42/100, FCP 5.1s, LCP 16.8s, CLS 0.187, TBT 330ms. Both audits run May 7, 2026.

These aren't opinions. They're in your data. We'll surface the rest in the Phase 1 audit.

ROWENA TULACZ · R.CS

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SLIDE 16

BONUS OFFER — INTEGRATED WEBSITE REBUILD.

Add the website to the CRM build. One stack. One source of truth.

BEFORE — efainc.com

✕Performance: 42/100 (mobile)
✕LCP: 16.8s (target 2.5s)
✕No H1, no meta description
✕11 images, 0 alt text
✕2.87 MB page weight
✕Generic Contact Form 7 → info@efainc.com
✕No LinkedIn integration

AFTER — modern stack

Performance: 95+/100 (mobile)
LCP: under 2.5s
Semantic H1–H6, schema markup, meta tags
Every image alt-tagged and lazy-loaded
Under 500 KB page weight
Division-specific intake forms → CRM
LinkedIn integration + analytics + lead source tracking by division

WHAT'S INCLUDED

Modern mobile-first website (drop the WordPress legacy stack)
Division-specific intake forms — every form drops a record straight into the new CRM workflow
Direct CRM integration (SocialXpress + ProceX working together)
SEO rebuild — meta, schema, page speed, Core Web Vitals
LinkedIn integration + social syndication
Heritage storytelling: 80 years, third-generation, women-owned
Analytics + lead source tracking by division

INVESTMENT

› Add to Tier 2: +$15,000–$25,000 fixed scope

› Bundled with Tier 3: $10,000–$15,000 (40% off standalone)

The CRM tracks leads. The new website CREATES them.

ROWENA TULACZ · R.CS

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SLIDE 17

INVESTMENT.

Three ways in. Pick the one that fits.

TIERS — HOW YOU ENGAGE

ENTRY

PREMIUM

TIER 1

DIAGNOSTIC

$5K–$7.5K

retainer · $155 / hr

Best for: pressure-testing the Build platform before investing further.

2-week Build platform audit
Workflow mapping across all 4 divisions
Current vs. future-state lead flow
Written roadmap + go/no-go on Build
Retainer credits toward Tier 2

Includes: SocialXpress diagnostic

Recommended

TIER 2

BUILD & IMPLEMENT

$26.7K–$42.2K

estimated total · $5K retainer + $155 / hr

Best for: standing up the five workflows, division by division.

Everything in Tier 1
Design + build of all five workflows
Phased by division (30–50 hrs each)
BD rollup cockpit with attribution
Forms, automations, training included

Includes: SocialXpress build

+ Website Rebuild available: +$15K–$25K

TIER 3

ADVISORY + BUILD

Tier 2 + $5–15K / mo

3-month minimum · 30-day notice

Best for: a senior fractional executive on call beside the build.

Everything in Tier 2
Monthly fractional executive retainer
On-call BD strategy + escalations
Hiring input and org design
Cross-capability work as scope allows

Includes: SocialXpress build + access to all 6 capabilities

+ Website Rebuild at 40% off: $10K–$15K (bundled)

Most engagements start at Tier 1 so the audit shapes the rest.

ROWENA TULACZ · R.CS

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SLIDE 18

YOU BUILT THE RELATIONSHIPS. WE'LL BUILD THE ENGINE.

0130-min discovery call this week
02Tier 1 scoping and start date
03Phase 1 audit kicks off within 10 business days of signed engagement

Rowena Tulacz

President · R.CS Construction Solutions

ro@rconstructionsolutions.com

ROWENA TULACZ · R.CS

18 / 18