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From Lead to Estimate

Learn how to capture, track, and convert leads into
structured estimates inside Contractor Foreman


Why This Matters
Your sales process is where everything starts.
If your lead and estimate workflow isn’t structured, it can lead to:
  • Missed or untracked opportunities
  • Inconsistent follow-ups with prospects
  • Disorganized estimates that vary from job to job
  • Lost revenue due to poor visibility into your pipeline
Getting this right helps you stay organized, close more jobs, and move from lead to estimate without friction.


What You’ll Walk Away With

By the end of this session, you will know how to:
  • Understand the Leads module (lead vs. opportunity, pipeline stages, and views)
  • Capture leads manually, through forms, or via integrations like AngiLEADS and Zapier
  • Track lead details including value, referral source, sales rep, and follow-ups
  • Convert qualified leads into customers and kick off the estimating process
  • Set up estimate templates (cover sheets, scope, inclusions/exclusions, terms & conditions)
  • Build reusable estimate structures so your process stays consistent across projects
This is about creating a repeatable system that helps you manage and convert work more efficiently.


What to Expect

This is a hands-on session focused on building a clean, trackable workflow from lead to estimate. We’ll walk through how to manage your pipeline, organize your opportunities, and create estimates that are consistent and easy to replicate.

This is not just a walkthrough—you’ll see how everything connects so your sales process runs smoothly from first contact to proposal.


Who This Is For

  • Contractors looking to improve how they manage and track leads
  • Sales reps and estimators responsible for closing new work
  • Teams who want a more organized, repeatable estimating process
If your leads feel scattered or your estimates are inconsistent, this session will help you tighten things up.

Meet Your Trainer


Our team works directly with contractors to help them streamline operations, improve workflows, and get more out of their system from day one.

Tayo Akinwale
Contractor Foreman
I am a Construction Project Manager with over 17 years of experience delivering commercial, residential, and large-scale civil infrastructure projects, My background spans the UK, and international markets, where I have successfully led multidisciplinary teams, managed complex stakeholder environments, and consistently delivered projects on time and within budget.
I specialize in project planning, scheduling, cost control, and construction operations, with hands-on experience using various tools. In my current role, as a trainer at Contractor Foreman I help industry professionals using this project management software, to streamline workflows, improve communication, and increase project efficiency.
My approach combines real-world construction expertise with practical technology solutions, ensuring that systems like Contractor Foreman are applied in ways that drive measurable results on actual projects.
  • Tayo Akinwale
    Contractor Foreman
    I am a Construction Project Manager with over 17 years of experience delivering commercial, residential, and large-scale civil infrastructure projects, My background spans the UK, and international markets, where I have successfully led multidisciplinary teams, managed complex stakeholder environments, and consistently delivered projects on time and within budget.
    I specialize in project planning, scheduling, cost control, and construction operations, with hands-on experience using various tools. In my current role, as a trainer at Contractor Foreman I help industry professionals using this project management software, to streamline workflows, improve communication, and increase project efficiency.
    My approach combines real-world construction expertise with practical technology solutions, ensuring that systems like Contractor Foreman are applied in ways that drive measurable results on actual projects.
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