The Equity GeeksA corporate business arm without building a corporate office
A responsibility matrix: what Equity Geeks runs, what you approve and own.
Solutions
The parts of your business we can run for you.
Every solution follows the same rule: Equity Geeks does the work in EGIS, you approve what commits your company, and you can see all of it.
Twelve solution areas
Pick what you need. Each one is set in your agreement.
Your business operations, managed through EGIS
One workflow from first inquiry to production handoff, run in EGIS.
Your brand in front. Our growth infrastructure behind it.
Brand kit, landing pages and campaigns in your name. You approve creative.
We build the sales team behind your business
Equity Geeks recruits, screens and onboards its own representatives.
Reps trained through a unified operating system
A competency ladder in EGIS, trade by trade, before a rep meets your customers.
Managed sales performance without another department
Assignments, follow-up times and coaching, measured and reviewed.
Structured estimates. Accountable approvals.
Measurements, your price book and versioned proposals you sign off.
Every customer interaction has a next step
A timeline for each customer: messages, visits, documents and open issues.
AI assistance with human accountability
Agents draft and assist; prices, contracts and hiring wait for a person.
Turn a won sale into a clear production handoff
A handoff packet with the signed scope, notes and customer contacts.
See what happens behind every sale
An owner view of your own leads, estimates, sales and collections.
Field resources that support your sales operation
Vehicles and equipment Equity Geeks owns, allocated where your agreement says.
Which services you get, and whether reps, vehicles, advertising or exclusive territory are included, depends on your signed service agreement and our capacity. No solution promises a volume of customers.
Who does what
The same split in every solution.
| Work | Equity Geeks | Your company |
|---|---|---|
| Answering and qualifying inquiries | Runs it in EGIS | Sees every lead |
| Sales representatives | Recruits, trains, supervises | Sees their activity on your account |
| Estimates and proposals | Measures, scopes, drafts from your price book | Approves, revises or rejects |
| Homeowner contract and payment | Never the contracting party | Signs and is paid |
| Construction | Hands off a clear scope packet | Builds it |
Start with what slows you down most.
Tell us about your company and we'll suggest where to begin.