Impact-resistant windows & doors (Florida) · 6 locations
Suncoast Impact Group
Scale from $29M to $40M without adding headcount—by removing owner bottlenecks and automating the manual work.
Engagement objectives
Suncoast Impact Group is a fast-growing Florida-based provider of impact-resistant windows and doors. Across six regional locations, the business is scaling revenue while reducing manual work and owner dependency through practical AI-enabled automation and better system integration.
- Cut manual work in estimating, scheduling, and customer communication
- Improve job margin visibility from 4–6 weeks delayed to near-real-time
- Reduce missed bids and approval delays for commercial estimates
- Standardize job status and handoffs so teams operate from one source of truth
- Enable growth to ~$40M and expansion (e.g., Naples) without significant headcount growth
Real-time operational and financial visibility, automated customer communication, and standardized approvals—so the business can scale across locations with less owner dependency.
Key strategic insights
What we heard across leadership interviews and operating data.
Siloed systems block scaling
Manual handoffs across JobNimbus, QuickBooks, Excel, and email cause delays and errors that hide margin risk.
Estimating is the throughput ceiling
Spreadsheet-driven quoting (60–90 min residential, 4–6+ hrs commercial) limits bid capacity and causes underbids.
Customer comms run on memory
Calls and text threads with no consistent log produce reactive work and avoidable escalations.
Margin visibility is 4–6 weeks late
Reconciliation is fragile and concentrated in one person, exposing the business to compounding risk.
Owner approvals are the bottleneck
Commercial estimates >$15K stall in the inbox—12–48 hour delays cost real bids (documented $220K loss).
Expected impact
Conservative estimates aggregated across all identified opportunities.
Annual hours saved
2,834
54.5 hrs/week across the org
Estimated annual value
$250,000+/yr
Conservative; excludes margin recovery
Payback window
4–6 months
From phase 1 implementation
Locations covered
6
Florida footprint, ready for Naples
Impact vs. Effort
Bubble size = hours saved weekly
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