Built's new Campaign Marketing Manager is measured on "eligible-account adoption" and expansion among owners, developers and general contractors. The largest pool of eligible accounts is already inside Built: over 80,000 borrowers and owners submit draws through their lender's portal. The pages written for them, the borrower portal resources and the sponsored borrower portal pages, teach how to submit a draw and stop there. Neither mentions Construction Financials, the paid product that maps invoices and payables to the draw schedule so a builder can "create and submit draws in minutes". A builder who already trusts Built with draws never hears about the next step.
First action
Count borrowers who submitted three or more draws in the last 90 days.
How to measure it
Borrower-to-Construction Financials trials
- Now
- –
- Target
- 200 a quarter
- By
- 2 quarters
Steps
Size the pool
Active borrowers by draw count and lender.
Revenue Operations Analyst 2 days
Update the pages
Step-up section on both borrower resource pages.
Campaign Marketing Manager 1 week
Add the in-portal prompt
After each draw, show the time saved with Construction Financials.
Senior Product Manager, Construction Financials 1 month
Write the sequence
Three emails with the Copper Builders story and a tour link.
Campaign Marketing Manager 1 week
Agree lender rules
Opt-out and co-branding for sponsoring lenders.
Senior Manager, Client Success (Lender) 1 week
Measure
Trials, paid conversions and draw speed by cohort.
Revenue Operations Analyst monthly
Run this outreach. The sequence sent for you: addresses found and verified, replies routed to your CRM. Usually live within days.
Book a working sessionWhy it works
Add a step up to every borrower touchpoint. On the two resource pages, add a section: "Build your draws from your invoices", with a short video and a tour. In the portal, after each draw is submitted, show how long it took and how long Construction Financials would take. Send a three-email sequence to borrowers who submitted three or more draws in 90 days, with the Copper Builders story. Let lenders opt out for their borrowers.
Borrowers already know the interface, the lender relationship and the value of fast draws, so they are the cheapest accounts Built will ever acquire. Measuring the step from portal user to paying account gives the campaign team the adoption number it is hired to move.
Ready to use
EmailBorrower step-up email 1
Subject: Your draws on Built, in minutes instead of hours You already submit draws to your lender through Built. Construction Financials builds those draws for you: upload or sync your invoices, and Built codes them, maps them to your draw schedule and fills the request. Builders like Copper Builders use it to see every job in one snapshot. Take the five-minute tour: <tour link> Your lender still reviews every draw, exactly as today.
Risks and how to handle them
Lenders see it as poaching their borrowers
Position it as faster, cleaner draws for the lender too, and allow opt-out.
Small borrowers do not need it
Target builders with several active projects first.
Evidence
- HiringCampaign Marketing Manager (Nashville, posted September 25, 2026): will "drive demand, adoption, and growth among Owners, Developers, and General Contractors", set success measures "including qualified pipeline, engagement, eligible-account adoption, and expansion indicators", and "care as much about product adoption and expansion as you do about pipeline", working with Growth, GTM Engineering, Events and ABM.Source
- HiringEvery Built job post: "Today, Built is a partner to more than 350 lenders, over 80,000 borrowers and owners, and thousands of contractors, powering 86,000 active projects valued at more than $300 billion."Source
- Your websiteBorrower pages: /borrower-portal-resources/ ("Walk Through the New & Improved Borrower & Builder Portal": request draws, schedule inspections, export draw history) and /sponsored-borrower-portal-resources/ ("How to Submit a Draw Request", help desk, support line). Neither page's content mentions Construction Financials or offers any next step beyond the portal; /cla-plus-borrower-portal/ is written for lenders.Source
- Your websiteConstruction Financials page: "Automatically extract and code invoice data"; "With payables and documents mapped to your draw schedule, you can create and submit draws in minutes"; budgets, invoices, compliance documents, lien waivers, payments and integrations; calls to action "Schedule a Demo" and "Take a Tour", no price. The owners and developers page quotes Copper Builders: "Frankly, I don't use the lenders that don't use Built anymore."Source