Consultation Documentation Management Software

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Consultation Documentation Management Software

Inspired by a conversation on:

The Contractor Fight with Tom Reber

The Contractor Fight with Tom Reber

TCF1065: The Consultation Playbook (Stop Losing Jobs Before You Even Start)

Host: Derek Johnson and Tim Cotroni

Timestamp: 00:17:15 - 00:18:15

Listen to Episode • View Podcast • All Ideas from The Contractor Fight with Tom Reber

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Feather Flow

Direct Quote

"It's my company. This is how I do things."

Market Gap

Contractors often lack organized documentation for consultations.

Many contractors operate without a systematic approach to managing documentation related to client consultations, such as contracts, change orders, and agreements. This disorganization can lead to misunderstandings, disputes, and ultimately, loss of business. Without clear documentation, it becomes challenging for contractors to hold clients accountable for agreed-upon terms, which can result in significant financial losses. As the digital landscape evolves, contractors need a streamlined digital solution to manage their documentation effectively and ensure transparency with clients.

Summary

Create a software platform that helps contractors manage documentation specifically related to consultations. This platform could include features for creating, storing, and sharing contracts, change orders, and other important documents. By simplifying the documentation process, contractors can maintain clear communication with clients and safeguard their business interests. This tool would target contractors across various trades and could be offered as a subscription service, with varying tiers based on features required. Integration with existing project management tools could enhance its value.

Categorization

Business Model
SaaS
Target Founder
Technical
Difficulty
High
Time to Revenue
6-12 months
Initial Investment
$1,000-$10,000

Potential MRR (18-24 months)

Conservative
$3,000 - $5,000 MRR
Moderate (Most Likely)
$10,000 - $20,000 MRR
Optimistic
$20,000 - $40,000 MRR

* Estimates assume solo founder/bootstrap scenario with competent execution

Scores

Clarity
9/10
Novelty
8/10
Feasibility
6/10
Market Potential
9/10
Evidence
8/10
Overall
8/10
Found on October 11, 2025 • Analyzed on October 11, 2025 7:59 AM

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How should I validate this saas idea before building it?

2:34 PM

Great question! For a saas idea like this, I'd recommend starting with these validation steps:

  1. Customer interviews: Talk to Technical to understand their pain points
  2. MVP approach: Build a simple landing page to test demand
  3. Competitor analysis: Research existing solutions and identify gaps

Would you like me to help you create a specific validation plan for your high difficulty idea?

2:35 PM

Yes, and what about the technical implementation? Should I build this myself or hire a team?

2:36 PM

Based on your idea's complexity and 6-12 months, here's my recommendation:

Technical Strategy:

  • Start with no-code tools for rapid prototyping
  • Consider your technical background and available $1,000-$10,000
  • Plan for scalability from day one

I can help you create a detailed technical roadmap and resource allocation plan...

2:37 PM

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