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The sales system for custom home builders

Close 80% of your prospects. Stop pricing houses you'll never build.

BOS is the sales system that took a custom home company to 25+ homes a year, now installed in your business with coaching, ready-made contracts and one app to run it all.

Book a call → See the BOS App

On a 30-minute call, we'll look at how you sell today and tell you whether BOS would make a difference.

Across dozens of client case studies

Prospect close rate

Typical custom builder30–50%

3 to 5 of every 10 prospects sign

Builders running BOS80%+

8 of 10 prospects sign

The revenue gap

$3M in signed work missed each year by closing less than 80%
Qualified prospects priced10 a year
Average contract$1M
Signed at 50% vs. 80%5 vs. 8 homes

Example only. Most builders have the full BOS sales process launched within 90 days.

30–50% → 80%+
prospect close rates for BOS clients
88 custom builders
in the United States have trusted BOS to grow their business
35+ years
in custom home building experience and know-how

Where custom builders come to grow

Welcome to Builder Operating System™

Builder Operating System is the business operating system and growth ecosystem for custom home builders and remodelers. We bring together the mentorship, training, proven systems, practical tools, ready-to-use forms and resources you need to run your company more efficiently, sell more effectively, become more profitable and grow with confidence.

MentorshipTrainingProven systemsPractical toolsReady-to-use formsResources

A better way to sell

The Builder Operating System Way

The BOS Way is a revolutionary new approach to selling custom homes and remodeling projects. It transforms sales from an inconsistent, personality-driven effort into a structured, professional, and client-focused process.

Instead of chasing prospects or pressuring them to buy, you lead them through a proven journey that builds trust, establishes clear expectations, demonstrates your value, and helps them make confident decisions.

The BOS Way creates a better experience for your clients while protecting your time, strengthening your margins, and giving you a powerful competitive advantage.

Built by former custom builders

You Don't Have to Reinvent the Wheel

Building a successful and profitable custom home building business shouldn't require years of trial and error.

Builder Operating System provides you with all the proven sales processes, programs, forms, documents, systems, and procedures you need to operate your business with greater confidence, consistency, and profitability.

As former custom builders, we understand the challenges you face because we have faced them ourselves. Whether you are establishing your business, managing rapid growth, or trying to regain control of an operation that has become too chaotic, BOS has proven solutions designed for your stage of growth.

Don't spend years figuring everything out on your own. Let BOS help you avoid costly mistakes, implement the right systems, and build a stronger, more profitable business faster.

Where we start

We start with your sales process, then build your lead flow.

BOS can help you improve every aspect of your business, but we typically begin by implementing the Billion-Dollar Custom Builder Sales Blueprint™.

1Sales process

It All Starts with a Rock-Solid Sales Process

Whether you realize it or not, your sales process is the backbone of your business. It establishes expectations, builds client confidence, protects profitability, and creates the foundation for everything that follows.

Your forms, systems, procedures, client communications, project handoffs, and overall client experience all flow from the sales process. When that process is clear, consistent, and proven, every other part of your business operates more effectively.

2Lead generation

Generate More of the Right Leads

A strong sales process only works when you have a consistent pipeline of qualified prospects.

Next, we focus on lead generation, teaching builders where the highest-quality opportunities come from and how to actively pursue them. You will learn how to generate more of the right leads instead of waiting for the phone to ring or wasting money on marketing that fails to produce results.

BOS helps you build a practical, repeatable lead-generation strategy that keeps your sales pipeline active and supports consistent, profitable growth.

3Conversion

Convert Better Leads into Profitable Jobs

The result is more predictable sales, stronger profit margins, and delighted clients who become enthusiastic advocates for your business.

With the Billion-Dollar Custom Builder Sales Blueprint™ and a proven lead-generation strategy in place, you will have the tools you need to attract more high-quality prospects and convert 80% or more of those opportunities into profitable jobs.

The problem

You spend 3 weeks building a bid and then lose on price.

"I spent three weeks pricing their plans and they went with a guy who was $20K cheaper."
"The architect drew a house they could never afford, and I look like the bad guy for pricing it honestly."
"I'm the only one who can sell. If I'm not in the meeting, it doesn't close."

You spend three weeks pricing a set of plans. The trades send their numbers. You present an honest quote, and the prospect goes with the builder who was a little cheaper.

Or worse, the architect drew a house they could never afford, and you're the one delivering the bad news.

Meanwhile you're juggling six prospects and three builds in your head and your inbox, and you're the only person in the company who can close.

There's a better way to sell a custom home.

With BOS, your prospect gets a real number before a full set of plans is ever drawn. You meet them at the lot, give them a high-low estimate, sign a design agreement and collect a deposit, create preliminary plans, compile the price, and show them exactly where their money goes. They stop comparing prices and start choosing you.

The BOS Sales Process

Stop estimating houses nobody can afford. Give them a real number first.

The builder who gives the first real number usually wins the job. BOS helps you be that builder.

 
The traditional way
The BOS way
Starting point
The prospect arrives with a full set of architect plans
You and a BOS-trained architect meet the prospect at their lot
First number
They wait three weeks or more while the trades bid
A high-low estimate range is presented in writing within 3 days
Budget reality
They often learn what it costs only after the house is fully drawn
Confirmed before anyone draws the full house
When the price is too high
You look like the bad guy, and the prospect pays to have it redrawn
Adjust the design while it's still preliminary
Shopping other builders
The prospect can send the full plans to three builders and compare bids
You're the only builder who can give them a real number from just a preliminary set of plans
Bid presentation
You hand over one big number that is easy to compare
Fixed price contract with allowances and optional extras shown separately
Close
You end up negotiating over the total price
Contract signed and 10% builder deposit received. Any changes become Change Orders
Who can sell it
Usually only the owner can close
Any trained rep, following the same steps

How it works

Six steps from the lot to a signed contract.

1

Meet at the lot

You and a BOS-trained architect walk the property with the prospect.

2

Produce a high-low estimate

You give a range for building that home on that lot. If it fits the budget, everyone moves forward with confidence.

The turning point
3

Sign a design agreement and pay a deposit

The prospect signs a design agreement to finalize the plans into a full blueprint.

4

Create a preliminary set of plans

The prospect pays for a preliminary set of plans, not a full set. That way they can't run off and use your plans to get a lower price from someone else.

5

Construction contract

You bid the more detailed plans and put the prospect under contract at the estimate.

6

Final plans, make all selections and sign Change Order #1

Plans are finished. Any upgrades or additions become simple change orders.

Don't have an architect who works this way? We help you find and train one in your area who can run this process with you at scale.

Why it wins

Sell on value. Not on price.

01

A real number first

Prospects know what they can afford before paying for a house plan they can't afford to build.

02

Speed

A range in days, not 3+ weeks of waiting on trades.

03

You're the builder who makes sense

Other builders need full plans to price the job. You're the only one who can give them a price and keep things moving.

04

Value over low price

Separating fixed costs from the true build cost shows the house costs less than they feared. Optional extras show where they control the price.

05

Repeatable

Every Sales Consultant runs the same steps, so you can hand off sales without losing the close rate.

Free growth assessment

The Critical Path of Company Growth

Answer a few questions and we'll show you where you are and where you should grow next.

What you get

One system in three parts, so you can close more, bid less and run it all from one place.

The BOS Sales Process

Close more by selling on value

The process Shawn Ricks used to build 225 homes, installed in your business with 1:1 coaching.

  • Real numbers from preliminary plans
  • Value-based bid presentation
  • A process any trained rep can run
  • Help finding and training your architect

The BOS App

Every prospect on one roadmap

The BOS sales process, built into an easy-to-use app you run your business on. Nothing lives in your head or your inbox.

  • Sales CRM and prospect roadmap
  • Customer portal under your brand
  • Estimates and e-signed documents
  • Progress updates, photos and messaging

BOS Marketing

More of the right leads

Your homes are world-class, and your online presence should match. BOS Marketing brings in the leads that the sales process turns into signed homes.

  • Website template built to book site visits
  • Google Local Services Ads and Business Profile
  • Paid ads on Google and Meta
  • Social strategy, editing and posting

The BOS App

Every prospect. One roadmap. No one slips through the cracks.

Every prospect moves through the same stages, from the first meeting to the construction contract. Your team can see where each deal stands, and the prospect gets updates while you work on their estimate and plans.

Sales CRM

Leads, prospects and customers in one place.

Customer portal under your brand

Clients log in to your company-branded My Project portal, not ours, for updates, photos and documents.

Estimates and e-signatures

Send forms, design agreements and contracts, and get them signed faster.

Messaging and the coaching library

Keep every client conversation in one thread, with the BOS playbook, templates and contracts close at hand.

Get a walkthrough of the BOS App →

Four ways to grow

Four Ways to Grow with BOS

No matter where you are in your journey, BOS offers four ways to gain the knowledge, tools, systems, and support you need to build a stronger, more profitable business.

01

Community

Join Our Free Online Community

Free

Become part of the BOS online community and connect with other custom builders and remodelers who are committed to improving their businesses. Gain access to valuable insights, shared experiences, and practical information at no cost.

02

Tools

Put the BOS Tools to Work

Subscribe to Workbench™, our builder administration console, and gain access to our complete library of proven forms, templates, documents, systems, programs, and business-building tools.

Workbench™ also includes powerful tools such as Sales Launch™, which helps you manage each prospect's progress through your sales process and deal stages, and the P&L Simulator™, which allows you to measure your financial performance against key industry benchmarks and analyze the potential impact of important business decisions.

Workbench™Sales Launch™P&L Simulator™
03

Knowledge

Increase Your Knowledge

Knowledge is power. Build your knowledge and your business expertise by taking practical online courses through Smart Builder University™. Learn proven principles and strategies you can immediately apply to sales, operations, financial management, leadership, and every other area of your business.

Smart Builder University™
04

Mentorship

Join the BOS Mentorship Program

For the highest level of involvement and support, join our full mentorship program. You will receive weekly mentorship calls, personalized guidance, implementation support, and accountability to help you put the BOS systems to work inside your company.

We don't stand on the shore yelling, "Row harder." We get in the boat and row with you.

Results

Real success stories

Lead conversion went from 30–50% of prospects to 80% or more across dozens of case studies. These two builders went from solo operators to eight-figure companies.

TF

Troy F.

Before
1 home a year
Today
$25 Million a year

One-man builder doing one home a year. He had the BOS sales process in place in 4 months. Within 8 years, the company was doing $20M a year, and today it's about a $25M company with about a dozen employees.

BM

Brent M.

Before
Solo builder
Today
$15M+ a year

From a solo operation into a $15M+ a year custom home company, driven by the BOS sales process.

Who it's for

Built for custom builders doing 1 to 50 homes a year.

If you want to grow

Get out of the sales seat and keep closing.

About half of our clients use BOS to hire and train a sales professional, so the owner can focus on growing the company.

  • Close 80%+ of the prospects you already get
  • Train reps on a process they can repeat
  • Take on more homes without more chaos

If you're busy enough already

Run the same number of homes with less brain damage.

Growth is optional. When you close 80% of your prospects, you price fewer jobs you'll never win, and your clients feel taken care of from the first meeting.

  • Stop losing weeks to bids that go nowhere
  • Every prospect on one clear roadmap
  • Look like the most organized builder they've ever met

What to expect

Our system launched in 90 days.

Most builders see their close rate climb within six months of launch. Our team does the heavy lifting.

Start

Fit check and kickoff

We look at how you sell today and map the BOS process to your business.

90 days

Our system, launched

Coaching, documents, your architect and the BOS App are all in place.

6 months

Your close rate climbs

You waste fewer bids, sign more homes, and your team runs the process without you.

Plug-and-play assets

Documents you can use tomorrow

Our documents, contracts and templates come from 35+ years in custom building, so you don't have to write them from scratch or guess what a contract should say.

Design agreement
Bid presentation format
Construction contract
Change-order paperwork
50+ ready-to-use contracts

Our story

The sales system behind building 225 homes.

225Number of homes Shawn built over a ten-year period
35+years in custom home building

In the late 1990s, Shawn Ricks founded his own custom home-building company and quickly recognized a costly flaw in the industry's traditional sales process: builders were investing weeks pricing plans before prospective clients fully understood the cost or value of what they were buying.

Shawn knew there had to be a better way. Through innovation, he developed and implemented a revolutionary sales process that provided prospective clients with a realistic investment range early, clearly demonstrated where their money was going, and made it easier for qualified buyers to move forward with confidence.

The results were remarkable. Shawn's company grew rapidly, ultimately building 225 custom homes over a ten-year period. Other builders took notice and began asking Shawn to help implement his sales process within their own companies. Those early consulting relationships planted the seeds for what would eventually become Builder Operating System.

Today, that proven process is known as the Billion-Dollar Custom Builder Sales Blueprint™. Through BOS, Shawn and his team combine this sales process with expert mentorship, ready-to-use documents, proven business systems, and powerful software, helping custom builders close more sales, operate more effectively, and build successful companies without having to do it all alone.

Questions builders ask

Answers to the questions we hear most

I'm big enough. I don't want to grow, I want to run what I have.
BOS works for that too, and growth is optional. You still get fewer wasted bids, every prospect on one clear roadmap, a rep who can sell without you, and clients who feel taken care of. If you close 80% of the prospects you already have, you can build the same number of homes and price fewer jobs you'll never win.
My close rate is fine.
What is it, and how many weeks a year go into pricing jobs you lose? Most builders we meet close 30–50% of their prospects. Every lost bid costs weeks of your time and some goodwill with your trades, and a few more wins a year can change the whole business.
My architect won't work this way.
You don't have to convince them on your own. We'll help you find and train an architect in your area who can run this process with you as you grow.
I don't have time to implement something new.
That's why our team does the heavy lifting. Implementation takes about 90 days, and you start with ready-made documents and contracts instead of writing your own. After that, you get your time back.
I already use Buildertrend or JobTread.
Keep using them. Those tools run construction, and BOS runs everything before the contract: the prospect, the estimate and the sale. The two work side by side, and integrations are coming soon.
What does it cost?
It depends on what your business needs: the sales process, the BOS App, marketing, or all three. Book a call and we'll walk you through it and tell you whether BOS is a good fit.

Book a one-on-one call

Out of every ten prospects you price, how many sign?

If it's fewer than eight, a 30-minute call is worth your time. We'll look at how you sell today and tell you whether BOS would make a difference. If it wouldn't, we'll say so.

Book a call → Get a walkthrough of the BOS App

Contact us

Let's talk about your business.

Tell us a little about your company. Someone from the BOS team will reach out within one business day.

What happens next

  1. 1

    Send us your details

    Your name, company, how many homes you build a year, and what you want help with.

  2. 2

    We reach out within one business day

    Someone from the BOS team replies to you personally.

  3. 3

    A 30-minute fit check

    We look at how you sell today and tell you whether BOS would make a difference. If it wouldn't, we'll say so.

By sending this form you agree to be contacted by the BOS team about your inquiry.

Thanks, we got it.

Someone from the BOS team will reach out within one business day.