HOW WE WORK

From chaos to clarity — we make your business run smoothly.

Every engagement follows a simple, proven process built around one goal: giving you back control of your time and confidence in your operations.

Schedule a free, no-pressure conversation to uncover what’s slowing you down — and how to fix it for good.
Our Approach

We don’t automate for automation’s sake. We build clarity that lasts.

Most business owners don’t need more software — they need their existing tools to finally talk to each other.

At Moreira Consulting, we start by understanding your reality: what’s working, what isn’t, and what’s costing you time. Then we design a system around how you actually work.

Every solution follows one rule:
if it doesn’t give back clarity, confidence, or time — it’s not done.

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Human-Centered Systems

We adapt to your workflow, not the other way around.

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Practical Innovation

Clean automations, built only where they matter.

OUR PROVEN PROCESS

One simple process with a massive impact.

We map how your business runs, streamline what slows it down, and keep improving it.

AUDIT | Identify opportunities

What we do: Walk your current workflow, map where time is lost, and document the real bottlenecks.

What you get: A clear picture of what to fix first, a prioritized plan, and estimated hours saved.

Typical timeline: 2-3 weeks

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AUTOMATE | Build the systems

What we do: Connect your tools, centralize info into a single source of truth, and automate the repetitive steps.

What you get: A connected back office - proposals, paperwork, handoffs, and reporting that run with far less manual effort.

Typical timeline: 6-12 weeks

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AMPLIFY: Optimize as you grow

What we do: Monitor, maintain, and expand the automations as your business evolves.

What you get: Systems that stay fast, documentation your team can follow, and continuous gains.

Commitment: 6-month minimum

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TRUST
Join business owners nationwide automating their back office with Moreira Consulting.
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WHAT TO EXPECT

Simple structure, steady progress, no surprises

Kickoff – we watch how work really happens, capture what’s slowing you down, and agree on priorities.

Map & Plan – we document the workflows, decide what to automate first, and confirm success measures.

Build in sprints – short, regular demos of working pieces; you keep running the business while we wire things up.

Launch & Train – we turn it on, record short videos, and hand you checklists so your team can run it without us.

Ongoing tune-ups – we monitor the automations and refine as your needs evolve.
Full Visibility
100%
On-Time Milestones
100%
Surprises
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PROVEN IMPACT

Real results from real builders

Our process isn’t theory — it’s been tested across construction firms, service companies, and contractors who wanted less chaos and more control. The outcome is always the same: time saved, systems that stick, and teams that actually enjoy the work again.

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Hours

Building automations and streamlined workflows that gave owners their time back.

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Engagements

From full-scale automation builds to strategic business consulting, we’ve partnered with construction leaders to untangle operations and build healthier, more efficient companies.

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Happy Clients

Ongoing support ensures systems stay sharp, adaptive, and aligned with how the business evolves.

PRICING & ENGAGEMENT OPTIONS

Straightforward options to meet you where you are today.

Hands-on operator
<$500k Revenue
$17,500
One-Time Fee
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Comprehensive Operations Audit — maps every workflow, handoff, and bottleneck
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Core System Build — connects proposals, scheduling, and billing
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Owner Dashboard — live view of jobs, invoices, and cash flow
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Template Library — standard forms, docs, and proposals
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Email & File Structure Setup — organized tools, one login
System-Ready Company
$500k-$2M
$28,500
One-Time Fee
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Full Business Audit — process mapping + ROI roadmap for automation
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Data Spine Build — CRM, project management, and finance tools connected
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Team Automation Layer — task triggers, reminders, and email workflows
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Proposal-to-Invoice Automation — one flow from quote to payment
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Custom Dashboards — real-time KPIs for the owner and team leads
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SOP Documentation & Staff Training
Scaled Operation
$2-5M
Custom Quote
Pricing dependent on size & scope of engagmeent
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Enterprise Systems Audit — full data, process, and tech ecosystem review
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Unified Automation Backbone — integrates CRM, field ops, ERP, and finance
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Advanced Analytics & Forecasting — job costs, margins, and efficiency trends
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Role & Permission Management — clarity across departments and divisions
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CFO-Level Dashboards — executive reporting for strategic decisions
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Dedicated Support Channel — direct access to optimization team
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Quarterly Strategy Reviews — continuous system improvement
Ready when you are

Take back your time — one call can change how your business runs.

A free 60-minute consultation to pinpoint what’s slowing you down — and how we can fix it.