CASE STUDIES

Construction, Design & Building Services

“Lively reduced our liability exposure, improved budget accuracy, and lifted morale across our back office. Our team finally has the bandwidth to do their jobs well instead of just keeping up.”

- Jason Pammer, Grace Built Inc.

Challenges

  • State-mandated compliance paperwork piled up, with no one dedicated to tracking it.

  • A 30-year design firm had zero in-house sales strategy, and no way to reach decision-makers.

  • Four directors across four offices had no formal BD function, no CRM, no shared goals.

  • PMs were copied on threads they didn't need - out of 100 emails a day, only 10 actually needed a reply.

Lively Solutions

  • An AI tool monitors every document and emails when something's missing; our Ops Admin follows up and escalates.

  • A proven B2B prospecting strategy, backed by an Ops Admin and software that builds the database and automates outreach.

  • We deployed a CRM, set monthly targets, built an AI dashboard to hold team accountable, and added an Ops Admin to help with sales admin tasks.

  • An AI agent triages every email by context, not keywords — sorting what needs a decision from pure noise.

  • Eliminated extra team meetings by creating an AI tool that informs owner of project status updates by researching project management systems, team emails, Invoice status, and CRM.

The Results

  • Nothing slips through anymore — compliance is fully owned, start to finish.

  • 15 hours a week saved. Every event came with meetings pre-booked —plus 2 new prospects to pitch weekly.

  • Every office now has real accountability and Directors are focusing on bringing in more projects and building relationships.

  • A PM opens a pre-made decision list instead of digging through 100 emails to find the 10 that mattered.

Growth shouldn't outpace your systems. Lively gives your business the team, tools, and systems to close that gap. Book a Discovery Call today and learn how.

Follow Us

© lively. 2026. All Rights Reserved.