Client session

ATI Construction

Tuesday, January 27, 2026 at 10:00 PM

Duration (min)

Notes

### Online Order Complications at ATI Products

- First $18,000 online adjustable stairs order placed without client contact
  - Customer from Clayco (previous client) ordered on the 15th
  - Web form not forwarding to proper email - missed initial notification
  - Admin lockout issues delayed order processing several hours
- Deposit confirmed in bank account through Stripe
- Concerns about potential fraud due to lack of client response
  - Customer opened shipping invoice 6 times but won't respond to calls/emails
  - Nick advised caution before manufacturing/shipping due to chargeback risks
    - Credit card companies favor customers in disputes
    - 90-day chargeback window possible
    - Vendors typically lose disputed transactions

### New Client Opportunity - CCG Denver

- Commercial general contractor, 1 year old
- Did $500K last year, current bid worth $500K starting midsummer
- Darren contracted for pre-qualification work (critical path next few days)
- Showed interest in lead generation and marketing support
- Website: ccgdenver.com - basic contact form, room for improvement

### Lead Generation Pricing Structure

- Proposed pricing tiers for ad management:
  1. Tier A (up to $2,500/month spend): $400/month + $100 lead capture
  2. Tier B ($2,500-$5,000/month): $750/month + $100 lead capture
  3. Tier C ($5,000-$10,000/month): $1,500/month + $100 lead capture
- Revenue sharing: Nick pays Darren 20% on new clients Darren refers
- CCG Denver likely Tier A candidate (estimated $1,000/month ad spend)

### ATI CRM System Improvements Needed

- Date display issues: all dates showing one day earlier than selected
- Lost bid status needs reason/note field for tracking
- Return navigation: after viewing bid details, should return to same list position
- Follow-up calculations including lost bids (should exclude them)
- Search functionality issues with some contact names
- Excel file preview not working (PDFs work fine)

### Scaffold Exchange Development Strategy

- Primary revenue source: brokering large equipment lots (semi-loads)
- Current site has 3-4 lots without active marketing
- Need Google Ads to drive traffic for equipment sellers
- Two-tier listing system:
  1. Small lots: self-service listing with 20% automatic markup
  2. Large lots ($30K+): requires phone consultation before posting
- Pre-qualification form to filter high-value opportunities

### Directory and Data Collection Approach

- Comprehensive scaffold company directory as traffic driver
- Key data points needed: equipment types, services (SIPA certification), geographic coverage
- Manual data collection too time-intensive - exploring AI scraping solutions
- Companies can self-manage listings for accuracy
- Potential lead capture when users contact directory companies

### Revenue Model and Partnership Structure

- Ownership-based partnership rather than transaction fees
- Quarterly profit distributions based on agreed ownership percentages
- All costs absorbed initially except Google Ads (split proportionally)
- ATI referrals to Pixelocity: 20% stays with Darren rather than flowing to Scaffold Exchange
- Goal: achieve self-sustaining revenue to cover operational costs

### Next Steps

- Darren: Complete CCG Denver pre-qualification work this week
- Darren: Create scaffold company data collection list for AI scraping evaluation
- Nick: Fix ATI CRM date and navigation issues
- Nick: Research Scaffcycle competitor model and functionality
- Nick: Build basic equipment listing system with tier qualification
- Both: Schedule Tuesday follow-up to review scaffold exchange data collection approach

Action items