Microsoft 365 · Built for trades · Fixed price
W3M Consulting installs a professional quoting automation and pipeline visibility system inside the Microsoft 365 you already own — in 4–6 weeks, at a fixed price, with no new software to license.
What you get
The problem we solve
Every trades founder we work with has the same three gaps. They're not problems with the business — they're problems with the systems around it.
Different formats, inconsistent content, no standard. Estimators spend hours on documents that should take minutes — and every quote that goes out looks slightly different from the last.
Nobody can answer: what is our active pipeline worth? Which clients are we winning? Which segments are performing? The answer to all of them is the same — we don't know.
A buyer, a bank, or an incoming GM asks your numbers on day one. Not having the answers doesn't slow the conversation — it ends it. That's not a business. That's a job.
The system
Everything installed in your own Microsoft 365 tenant — your data, your environment, your ownership. No monthly platform fees. No migration. No new software to learn.
Component 01
A standardized estimating workbook built for your quote types — Multifamily, Commercial, Residential, or whatever your business quotes. One template, every estimator, every time.
Component 02
A professionally formatted quotation document that fills itself from the estimate. Consistent branding, consistent layout, consistent professional impression — every single time.
Component 03
The automation that connects everything. One click generates the quote, assigns a quote number, saves the document to SharePoint, and logs it to the pipeline tracker.
Component 04 & 05
Every quote automatically logged to a central tracker. A real-time Power BI dashboard shows active pipeline value, conversion rate, revenue by segment, top clients, and follow-up requirements.
Proven in the field
"Before this system, I couldn't tell you what our pipeline was worth, which clients we were winning, or what our conversion rate was. Now I open a dashboard on Monday morning and the whole picture is there."
Founding Partner Metro Vancouver stone fabrication company · 30–40 employees · Multifamily & Commercial
Read the full case studyQuotes produced in minutes, not hours. Consistent format every time.
Every quote automatically logged — no manual entry, no missed records.
Real-time dashboard showing pipeline, conversion rate, and revenue by segment.
Full documentation and SOPs — any team member can run the system.
Business no longer depends on the founder to hold the numbers together.
The process
Intake questionnaire
You complete our structured intake form covering your quoting structure, estimating process, and pipeline needs.
Office Script build
We build and test the parameterized script that reads your estimate data — the foundation the whole system depends on.
Templates & flow
Your branded Word template and Power Automate flow are built and deployed inside your Microsoft 365 tenant.
Dashboard
Your Power BI dashboard is built, configured, and connected to your live SharePoint data. Pipeline visibility from day one.
Handover & training
Full documentation, SOPs, and a training session. Your team can run the system — no technical background required.
Why Microsoft 365
Your data never leaves your environment
The system lives in your own Microsoft 365 tenant. Not our cloud. Not a third-party platform. Your data stays where you control it.
No ongoing platform subscription
JobTread costs $8,900/year. Buildertrend costs $13,000/year. Your W3M system runs on Microsoft 365 you're already paying for.
No workflow change required
Your team still works in Excel. The automation runs in the background. No new platform to learn, no change management project.
A buyer sees familiar tools
When due diligence happens, the system runs on Microsoft 365 — the platform any incoming GM or buyer already knows. No vendor dependency risk.
Start with our intake questionnaire. It takes 20–30 minutes and gives us everything we need to scope your system and provide a fixed price before any work begins.
Let's talk
Most trades founders can't. That's exactly what W3M fixes — in 4–6 weeks, on tools you already own.