ProgrammableMarketing/siteline.com (opens in a new tab)
PDF

Views

  • Plan
  • Roadmap
  • Research

On this page

  • The brief
  • Start here
  • Idea portfolio
  • Effort vs impact
  • This week · 6
  • This quarter · 9
  • Big bets · 4
  • Wildcards · 3
  • How we can help
Generated Oct 18, 2026
  1. Programmable
  2. Playbooks
  3. Siteline
Siteline logo

growth playbook · Oct 18, 2026

siteline.com (opens in a new tab)

Siteline growth playbook

Diagnosis

Siteline has a clear, measurable promise (customers average 55 days to payment against about 96 for the industry) and a large asset base: over $14B billed, forms for 17,000+ GCs and 4,841 GC profile pages. Its only open roles are an outbound-first Account Executive with the whole US as territory and a backend engineer for integrations, and no marketing role is open.

That says the strategy is to scale a proven sales playbook with very few people, so this playbook arms the AE with pipeline from assets Siteline already owns: GC-named outbound, GC pages that convert, a cash-freed calculator for CFOs, and payment data no competitor has.

Growth Score

7/10

Biggest Opportunity

Use the form database and payment data as sales tools: every sub bills a GC Siteline already supports, and aggregated payment speed by GC is information subs have never had.

Biggest Risk

One AE covering the whole US with no marketing hire, while GC portals (Textura, GCPay, Procore Pay) keep pushing their own billing flows onto subs.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    Outbound that opens with "your GC's pay app is already in Siteline"

    Pick ten large GCs whose forms are in Siteline and list 30 subcontractors that work for them.

    High impact First result in 2 weeks
  2. 2

    Fix the 4,841 GC pages: current form counts, a "this GC's forms are ready" badge, and the empty locations section

    Change the template's form count to the homepage figure and hide the empty locations heading.

    High impact First result in 3 weeks
  3. 3

    A cash-freed calculator for CFOs: billing volume × days saved, on the pricing page and in every AE follow-up

    Build it in a spreadsheet and send it after this week's discovery calls.

    High impact First result in 2 weeks

02

Your idea portfolio

22 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 7 ideas are marked Unexpected: plays you are unlikely to have tried.

    1 of these are things Programmable can build and run for you.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 3Big bets · 11Fill-ins · 4Reconsider · 4
Effort →

Showing 22 of 22 ideas

This week 6

Quick wins with a clear first action.

  • 01

    The AE must self-source half their pipeline across the whole US. Siteline holds forms for 17,000+ GCs, and a subcontractor's biggest setup worry is whether their GCs' specific forms will work.

    High impactLow effort First result in 2 weeks Account Executive

    First action

    Pick ten large GCs whose forms are in Siteline and list 30 subcontractors that work for them.

    How to measure it

    Reply rate on GC-named outbound

    Now
    –
    Target
    2× the current sequence
    By
    4 weeks

    Steps

    1. 1

      Pick the GCs

      Large regional GCs whose forms are already built.

      Account Executive 2 hours

    2. 2

      Find their subs

      Trades named on public projects, permits and GC sites.

      Account Executive 1 day

    3. 3

      Find the finance contact

      CFO, Controller or AR Manager at each sub.

      Account Executive 1 day

    4. 4

      Write the email

      Name the GC, say the form is ready, offer a five-minute pay app demo on their own job.

      Account Executive 1 hour

    5. 5

      Follow with a call

      Cold call on day three referencing the GC.

      Account Executive ongoing

    6. 6

      Track by GC

      Which GCs produce the best replies.

      Head of Sales 30 minutes a week

    First result
    2 weeks
    Cost
    $0
    Owner
    Account Executive

    Smallest test

    Send 30 GC-named emails and compare replies with the current sequence.

    Run this outreach. The sequence sent for you: addresses found and verified, replies routed to your CRM. Usually live within days.

    Book a working session

    Why it works

    Build the AE's target lists from the GC directory: for each GC whose forms are in Siteline, find the electrical, mechanical, glazing and steel subs that work for them (from public project and permit data and the GC's own site), and open every email by naming the GC and saying their pay app is ready to use on day one.

    The AE post asks for creative prospecting against the status quo. Naming the GC a sub bills every month makes the email specific, and "already in Siteline" answers the setup objection before it is raised.

    Ready to use

    EmailGC-named opener

    Subject: Your {GC name} pay app, already built
    
    Hi {first name},
    
    {Sub company} bills {GC name} every month. We already have {GC name}'s pay app and lien waiver forms in Siteline, so your team could generate this month's pay app in under five minutes, with the math checked before it goes out.
    
    Subcontractors on Siteline average 55 days to payment against an industry average of about 96.
    
    Worth 15 minutes to see it on one of your {GC name} jobs?
    
    {AE name}, Siteline

    Risks and how to handle them

    • Public project data is incomplete

      Start with GCs that list their trade partners publicly.

    Evidence

    • HiringAccount Executive: "We've built a sales playbook that works, now we're looking for great sellers to execute it"; "The entire US is your territory"; outbound-first, self-sourcing "50%+ of your pipeline"; $30k+ ACV in 30 to 60 day cycles to mid-market finance buyers (CFOs, Controllers, AR Managers); 10% travel for on-site demos and trade shows; reports to the Head of Sales with "close access to Marketing and Product".Source
    • Your websiteHomepage: "Construction Billing Software for Subcontractors"; paid 3 weeks faster, 7 days a month saved, billing 6× faster, 50% fewer pay app revisions; over $14B billed across 250k+ projects; 23,000+ pay app and lien waiver forms from 17,000+ GCs; "only 5% of subcontractors are always paid on time".Source
    • programmable.infoSitemap of 5,704 URLs: 4,841 general contractor profile pages, 185 glossary pages, 138 blog posts, 69 event lead forms, 52 state lien waiver pages, 52 state mechanics lien rights pages and prompt payment law pages; comparison pages for Built, Knowify, Procore, Levelset, ProjectHQ and Trimble Pay; 14 integration pages; webinars such as "Nightmare on a R Street" (September 10, 2026).Source
    • Your websitePricing is custom quote only, based on usage, billing volume and integrations. Packages: Siteline Suite (billing, collections, lien waivers, compliance, reporting, ERP sync), a Lien Rights Management add-on, and Vendor Management. Unlimited users; setup typically under two hours; forms not yet in the database are built in 24 to 72 hours; integrates with Textura, GCPay and Procore Pay.Source
  • 02

    Every GC page says Siteline has "15,000 forms from over 10,000 GCs" while the homepage says 23,000 from 17,000, none of them says whether that GC's own forms are built, and the "All locations" heading has nothing under it.

    High impactLow effort First result in 3 weeks Marketing team

    First action

    Change the template's form count to the homepage figure and hide the empty locations heading.

    How to measure it

    Demo requests from GC profile pages

    Now
    –
    Target
    +50%
    By
    6 weeks

    Steps

    1. 1

      Fix the counts

      Pull form and GC counts from one live source.

      Senior Software Engineer 2 hours

    2. 2

      Add the ready badge

      "[GC]'s forms are already in Siteline" when the form exists.

      Senior Software Engineer 1 day

    3. 3

      Fill or hide locations

      Show locations where known; hide the heading otherwise.

      Senior Software Engineer 2 hours

    4. 4

      Add a GC-specific CTA

      "See your [GC] pay app in Siteline" demo button.

      Marketing team 1 hour

    5. 5

      Pass the GC to sales

      Demo requests carry the GC name to the AE.

      Marketing team 1 hour

    6. 6

      Measure

      Demo requests per 1,000 GC page visits, before and after.

      Marketing team 30 minutes a week

    First result
    3 weeks
    Cost
    $0, about two days of work
    Owner
    Marketing team

    Smallest test

    Update the 100 most visited GC pages first.

    Why it works

    Update the template so each page shows the live form count, a clear "Siteline already has [GC]'s pay app and lien waiver forms" line where true, the GC's known billing requirements, and either real locations or no heading.

    These pages are where subcontractors land when they search for a GC's billing requirements. Telling them the exact form is ready is the strongest reason to book a demo, and stale numbers undercut the claim.

    Risks and how to handle them

    • Badge shown for an outdated form

      Show the badge only for forms used in the last 12 months.

    Evidence

    • Your websiteGC profile pages (for example 2H Construction) show firmographics (founded, revenue, headcount) and a generic pay app section that says Siteline "has more than 15,000 forms from over 10,000 GCs", lower than the homepage figure; they do not say whether that GC's forms are in Siteline, and the "All locations" heading is empty.Source
    • Your websiteHomepage: "Construction Billing Software for Subcontractors"; paid 3 weeks faster, 7 days a month saved, billing 6× faster, 50% fewer pay app revisions; over $14B billed across 250k+ projects; 23,000+ pay app and lien waiver forms from 17,000+ GCs; "only 5% of subcontractors are always paid on time".Source
    • programmable.infoSitemap of 5,704 URLs: 4,841 general contractor profile pages, 185 glossary pages, 138 blog posts, 69 event lead forms, 52 state lien waiver pages, 52 state mechanics lien rights pages and prompt payment law pages; comparison pages for Built, Knowify, Procore, Levelset, ProjectHQ and Trimble Pay; 14 integration pages; webinars such as "Nightmare on a R Street" (September 10, 2026).Source
  • 03

    Pricing is quote only, so a CFO cannot judge value before a call. Siteline already has the two numbers that matter: customers average 55 days to payment against about 96 for the industry.

    High impactLow effort First result in 2 weeks Head of Sales

    First action

    Build it in a spreadsheet and send it after this week's discovery calls.

    How to measure it

    Discovery-to-proposal rate

    Now
    –
    Target
    +20% relative
    By
    6 weeks

    Steps

    1. 1

      Write the formula

      Cash freed = annual billing × (current days − 55) ÷ 365; carrying cost at their credit rate.

      Head of Sales 1 hour

    2. 2

      Spreadsheet first

      A one-tab version the AE can fill on a call.

      Account Executive 1 hour

    3. 3

      Use it in follow-ups

      A filled copy in every discovery follow-up.

      Account Executive ongoing

    4. 4

      Put it on pricing

      A web version above the quote form.

      Marketing team 2 days

    5. 5

      Pass inputs to sales

      Quote requests carry the calculator inputs.

      Marketing team 1 hour

    6. 6

      Check the claim

      Keep the 55-day figure current from customer data.

      Co-Founder & President quarterly

    First result
    2 weeks
    Cost
    $0
    Owner
    Head of Sales

    Smallest test

    Send the spreadsheet after five discovery calls and compare progression.

    Why it works

    Add a calculator: annual billing and current days to payment in, cash freed (billing × days saved ÷ 365) and the carrying cost at their line-of-credit rate out. The AE sends a filled version after every discovery call.

    The AE sells to CFOs and Controllers against "spreadsheets and manual processes". Cash freed is the number a CFO already thinks in, and it makes a custom quote look small next to it.

    Risks and how to handle them

    • Results feel inflated

      Show a conservative case using half the days saved.

    Evidence

    • HiringJob posts: contractors wait "around 96 days to get paid" while "Siteline customers average just 55 days to payment"; specialty trades build "data centers and schools to highways and hospitals"; Siteline claims "no true direct competitor".Source
    • Your websitePricing is custom quote only, based on usage, billing volume and integrations. Packages: Siteline Suite (billing, collections, lien waivers, compliance, reporting, ERP sync), a Lien Rights Management add-on, and Vendor Management. Unlimited users; setup typically under two hours; forms not yet in the database are built in 24 to 72 hours; integrates with Textura, GCPay and Procore Pay.Source
    • HiringAccount Executive: "We've built a sales playbook that works, now we're looking for great sellers to execute it"; "The entire US is your territory"; outbound-first, self-sourcing "50%+ of your pipeline"; $30k+ ACV in 30 to 60 day cycles to mid-market finance buyers (CFOs, Controllers, AR Managers); 10% travel for on-site demos and trade shows; reports to the Head of Sales with "close access to Marketing and Product".Source
  • 04

    The AE travels 10% for on-site demos and trade shows, and the site has 69 event lead-form pages. Booths without booked meetings depend on foot traffic.

    Medium impactLow effort First result in Next show Account Executive

    First action

    List the next two shows and the subs within driving distance of each.

    How to measure it

    Pre-booked meetings per show

    Now
    –
    Target
    15
    By
    next show

    Steps

    1. 1

      List the shows

      Next two shows the team is attending.

      Account Executive 30 minutes

    2. 2

      Pick local subs

      Subs that bill GCs whose forms are in Siteline.

      Account Executive 1 day

    3. 3

      Send the invite

      A 15-minute demo slot at the booth or on site.

      Account Executive 2 hours

    4. 4

      Book site visits

      For larger subs, a visit the day before or after.

      Account Executive 1 hour

    5. 5

      Follow up booth leads

      Within two days, using the event lead form.

      Account Executive 1 day

    6. 6

      Record show ROI

      Meetings, opportunities and cost per show.

      Head of Sales 30 minutes per show

    First result
    Next show
    Cost
    $0 beyond existing travel
    Owner
    Account Executive

    Smallest test

    Pre-book for one show and compare opportunities with the last one.

    Why it works

    Three weeks before each show, email subs in the host region (using the GC directory for local GCs whose forms are built) to book a 15-minute pay app demo at the booth or a nearby site visit, and follow up every booth conversation within two days.

    Booked meetings turn travel into pipeline for an outbound-first AE, and local relevance (their GCs, their state's lien rules) gives people a reason to book.

    Risks and how to handle them

    • No-shows at the booth

      Confirm by text the day before.

    Evidence

    • HiringAccount Executive: "We've built a sales playbook that works, now we're looking for great sellers to execute it"; "The entire US is your territory"; outbound-first, self-sourcing "50%+ of your pipeline"; $30k+ ACV in 30 to 60 day cycles to mid-market finance buyers (CFOs, Controllers, AR Managers); 10% travel for on-site demos and trade shows; reports to the Head of Sales with "close access to Marketing and Product".Source
    • programmable.infoSitemap of 5,704 URLs: 4,841 general contractor profile pages, 185 glossary pages, 138 blog posts, 69 event lead forms, 52 state lien waiver pages, 52 state mechanics lien rights pages and prompt payment law pages; comparison pages for Built, Knowify, Procore, Levelset, ProjectHQ and Trimble Pay; 14 integration pages; webinars such as "Nightmare on a R Street" (September 10, 2026).Source
    • Your websiteHomepage: "Construction Billing Software for Subcontractors"; paid 3 weeks faster, 7 days a month saved, billing 6× faster, 50% fewer pay app revisions; over $14B billed across 250k+ projects; 23,000+ pay app and lien waiver forms from 17,000+ GCs; "only 5% of subcontractors are always paid on time".Source
  • 05

    Vallencourt's CFO says 15% of pay apps were rejected for math errors before Siteline, each costing at least three weeks. That is the most concrete cost-of-doing-nothing in Siteline's material, and it is one line on the homepage.

    Medium impactLow effort First result in 2 weeks Marketing team

    First action

    Ask Vallencourt's CFO for a 30-minute interview.

    How to measure it

    Opportunities where the story is sent

    Now
    –
    Target
    50%
    By
    6 weeks

    Steps

    1. 1

      Book the interview

      Kyle G. at Vallencourt.

      Head of Sales 1 week

    2. 2

      Get the numbers

      Rejection rate, days to payment, hours, before and after.

      Marketing team 1 hour

    3. 3

      Write the story

      One page, CFO to CFO.

      Marketing team 1 day

    4. 4

      Make the PDF

      For AEs to attach.

      Marketing team 2 hours

    5. 5

      Add to the sequence

      Step three of the CFO sequence.

      Account Executive 30 minutes

    6. 6

      Find the next two

      Repeat with two more finance leaders.

      Marketing team monthly

    First result
    2 weeks
    Cost
    $0
    Owner
    Marketing team

    Smallest test

    Send the quote as a one-paragraph email to five CFO prospects.

    Why it works

    Interview Vallencourt's CFO for a one-page story: rejection rate before and after, days to payment, hours per month, and what the controller does with the time. Give the AE a PDF to send to other CFOs.

    The AE sells to CFOs against the status quo. A peer CFO quantifying rejected pay apps is the evidence a CFO needs to act now.

    Risks and how to handle them

    • Customer declines to name the company

      Use "a mid-market concrete contractor" with the numbers.

    Evidence

    • Your websiteTestimonials: Kyle G., CFO at Vallencourt Construction: before Siteline 15% of pay apps were rejected for math errors, delaying payment by at least three weeks; Shanin F. (Architectural Glass & Aluminum): "My quality of life is much better"; Norma R. (Washington Iron Works): "Siteline is built for trade contractors."Source
    • HiringAccount Executive: "We've built a sales playbook that works, now we're looking for great sellers to execute it"; "The entire US is your territory"; outbound-first, self-sourcing "50%+ of your pipeline"; $30k+ ACV in 30 to 60 day cycles to mid-market finance buyers (CFOs, Controllers, AR Managers); 10% travel for on-site demos and trade shows; reports to the Head of Sales with "close access to Marketing and Product".Source
    • HiringJob posts: contractors wait "around 96 days to get paid" while "Siteline customers average just 55 days to payment"; specialty trades build "data centers and schools to highways and hospitals"; Siteline claims "no true direct competitor".Source
  • 06

    Most pay apps are due on a fixed day each month, so AR teams spend the days before it on "billing fire drills". A message that arrives then lands when the problem is real.

    Medium impactLow effort First result in 1 month Account Executive

    First action

    Ask ten customers which day their pay apps are due and split prospects into deadline groups.

    How to measure it

    Reply rate in the five days before the deadline

    Now
    –
    Target
    1.5× other weeks
    By
    2 months

    Steps

    1. 1

      Find typical deadlines

      Ask customers and note common GC billing days.

      Account Executive 1 day

    2. 2

      Group prospects

      By likely deadline window.

      Account Executive 2 hours

    3. 3

      Write the deadline email

      About this month's pay app, short.

      Account Executive 1 hour

    4. 4

      Schedule the sends

      Five working days before each window.

      Account Executive 1 hour

    5. 5

      Follow up after

      CFO-level note in the quiet week.

      Account Executive ongoing

    6. 6

      Compare

      Reply rates by week of month.

      Head of Sales monthly

    First result
    1 month
    Cost
    $0
    Owner
    Account Executive

    Smallest test

    Split one week's sends between deadline week and mid-month.

    Why it works

    Shift the AE's cold calls and emails for each prospect into the five working days before their typical pay app deadline (often the 20th to 25th), with the subject line about this month's pay app, and run the CFO follow-up in the quieter week after.

    The AE has to create urgency against the status quo. Timing does it for free: the same email reads very differently on deadline week.

    Risks and how to handle them

    • Prospects are too busy to reply in deadline week

      Ask for a meeting the week after, not during.

    Evidence

    • Your websiteTestimonials: Kyle G., CFO at Vallencourt Construction: before Siteline 15% of pay apps were rejected for math errors, delaying payment by at least three weeks; Shanin F. (Architectural Glass & Aluminum): "My quality of life is much better"; Norma R. (Washington Iron Works): "Siteline is built for trade contractors."Source
    • HiringAccount Executive: "We've built a sales playbook that works, now we're looking for great sellers to execute it"; "The entire US is your territory"; outbound-first, self-sourcing "50%+ of your pipeline"; $30k+ ACV in 30 to 60 day cycles to mid-market finance buyers (CFOs, Controllers, AR Managers); 10% travel for on-site demos and trade shows; reports to the Head of Sales with "close access to Marketing and Product".Source
    • Your websiteHomepage: "Construction Billing Software for Subcontractors"; paid 3 weeks faster, 7 days a month saved, billing 6× faster, 50% fewer pay app revisions; over $14B billed across 250k+ projects; 23,000+ pay app and lien waiver forms from 17,000+ GCs; "only 5% of subcontractors are always paid on time".Source

This quarter 9

The core plays for the next three months.

  • 07

    Siteline shows customers "which GCs pay fastest and slowest", across $14B billed and 250k+ projects. Subcontractors deciding whether to bid a job would value that number for any GC.

    High impactMedium effort First result in 2-3 months Co Founder & President

    First action

    Count how many GCs have five or more customers billing them.

    How to measure it

    Demo requests from GC pages with payment data

    Now
    –
    Target
    3× pages without
    By
    90 days

    Steps

    1. 1

      Set the rules

      Minimum five customers, median only, customer opt-out.

      Co-Founder & President 1 week

    2. 2

      Check contracts

      Confirm customer terms allow aggregate use.

      Co-Founder & CEO 1 week

    3. 3

      Compute the medians

      Days to payment and rejection rate per GC, monthly.

      Senior Software Engineer 1 week

    4. 4

      Show it on pages

      A clear figure, date and method link.

      Senior Software Engineer 3 days

    5. 5

      Arm the AE

      Use the figure in GC-named outbound.

      Account Executive ongoing

    6. 6

      Handle GC questions

      A process for GCs who dispute their figure.

      Co-Founder & President 2 hours

    First result
    2 to 3 months
    Cost
    About three weeks of engineering
    Owner
    Co Founder & President

    Smallest test

    Publish the figure for 20 GCs with strong data and watch demo requests.

    Why it works

    Where at least five customers bill a GC, show the median days to payment and pay app rejection rate on that GC's page, with a clear method, an opt-out for customers, and a "see your own numbers" demo CTA.

    It makes 4,841 pages genuinely useful, gives the AE an opener ("this GC pays your trade in 71 days"), and gives subs a reason to visit before every bid.

    Risks and how to handle them

    • GCs push back on being rated

      Medians only, transparent method, and a way for GCs to respond.

    Builds on

    Evidence

    • Your websiteA/R reporting shows invoice aging and "which GCs pay fastest and slowest"; customers see invoice aging fall by at least 30% (43% on the A/R aging page); lower-tier waivers collected 6× faster.Source
    • Your websiteHomepage: "Construction Billing Software for Subcontractors"; paid 3 weeks faster, 7 days a month saved, billing 6× faster, 50% fewer pay app revisions; over $14B billed across 250k+ projects; 23,000+ pay app and lien waiver forms from 17,000+ GCs; "only 5% of subcontractors are always paid on time".Source
    • programmable.infoSitemap of 5,704 URLs: 4,841 general contractor profile pages, 185 glossary pages, 138 blog posts, 69 event lead forms, 52 state lien waiver pages, 52 state mechanics lien rights pages and prompt payment law pages; comparison pages for Built, Knowify, Procore, Levelset, ProjectHQ and Trimble Pay; 14 integration pages; webinars such as "Nightmare on a R Street" (September 10, 2026).Source
  • 08

    The state lien rights pages explain deadlines (like California's 20-day preliminary notice) in prose, with no calculator or reminder. A sub who reads them has an active project and a deadline.

    High impactMedium effort First result in 6 weeks Marketing team

    First action

    Build the calculator for the five states with the most page visits.

    How to measure it

    Opportunities from lien reminder sign-ups

    Now
    –
    Target
    25 a month
    By
    90 days

    Steps

    1. 1

      Encode the rules

      Deadlines by state and role, reviewed by counsel.

      Co-Founder & President 2 weeks

    2. 2

      Build the calculator

      Embedded on each state page.

      Senior Software Engineer 1 week

    3. 3

      Add reminders

      Email reminders before each deadline.

      Senior Software Engineer 3 days

    4. 4

      Route sign-ups

      To the AE with state and project.

      Marketing team 2 hours

    5. 5

      Add a disclaimer

      Not legal advice; check with counsel.

      Co-Founder & President 1 hour

    6. 6

      Measure

      Sign-ups, opportunities and add-on sales.

      Marketing team monthly

    First result
    6 weeks
    Cost
    $0 plus legal review
    Owner
    Marketing team

    Smallest test

    Launch for California only.

    Why it works

    Add a calculator to each state page: state, role and first-furnishing date in, every notice and lien deadline out, with an option to email reminders. Reminder sign-ups go to the AE with the state and project.

    Lien Rights Management is a paid add-on, and the person setting a reminder is exactly the person it is sold to. The calculator turns existing SEO pages into lead capture.

    Risks and how to handle them

    • A wrong deadline harms a user

      Legal review, disclaimers and a date on every rule.

    Evidence

    • Your websiteState mechanics lien rights pages explain deadlines in prose (for example California's 20-day preliminary notice) but offer no deadline calculator or reminder.Source
    • programmable.infoSitemap of 5,704 URLs: 4,841 general contractor profile pages, 185 glossary pages, 138 blog posts, 69 event lead forms, 52 state lien waiver pages, 52 state mechanics lien rights pages and prompt payment law pages; comparison pages for Built, Knowify, Procore, Levelset, ProjectHQ and Trimble Pay; 14 integration pages; webinars such as "Nightmare on a R Street" (September 10, 2026).Source
    • Your websitePricing is custom quote only, based on usage, billing volume and integrations. Packages: Siteline Suite (billing, collections, lien waivers, compliance, reporting, ERP sync), a Lien Rights Management add-on, and Vendor Management. Unlimited users; setup typically under two hours; forms not yet in the database are built in 24 to 72 hours; integrates with Textura, GCPay and Procore Pay.Source
  • 09

    The AE sells to CFOs, Controllers and AR Managers at trade contractors. Those people meet monthly at construction finance and subcontractor association chapters.

    High impactMedium effort First result in 6 weeks Head of Sales

    First action

    Email five CFMA chapter program chairs offering the talk.

    How to measure it

    Opportunities from chapter talks

    Now
    –
    Target
    3 per talk
    By
    end of quarter

    Steps

    1. 1

      Write the talk

      Data on days to payment, rejected pay apps and lien deadlines.

      Head of Sales 1 week

    2. 2

      Recruit a customer CFO

      Co-presenter for each region.

      Head of Sales 2 weeks

    3. 3

      Book chapters

      Ten chapters in the strongest regions.

      Head of Sales 3 weeks

    4. 4

      Present

      No product pitch beyond one slide.

      Account Executive 1 evening each

    5. 5

      Follow up

      Within two days with the cash-freed calculator.

      Account Executive ongoing

    6. 6

      Track

      Opportunities and wins by chapter.

      Head of Sales monthly

    Who to approach

    • CFMA (Construction Financial Management Association)

      Chapters of construction CFOs and controllers.

    • American Subcontractors Association

      Subcontractor owners and finance leaders, with a focus on payment issues.

    First result
    6 weeks
    Cost
    $500 to $2,000 per chapter sponsorship plus travel
    Owner
    Head of Sales

    Smallest test

    Present at one local chapter.

    Why it works

    Offer a 30-minute talk ("Why subs wait 96 days and how to get it to 55") at ten CFMA and ASA chapters in the AE's strongest regions, with a customer CFO co-presenting and a booked follow-up for every attendee who asks.

    Chapter meetings put the exact buyer in a room, and a customer CFO speaking is more credible than a vendor demo. Each talk feeds the AE's self-sourced pipeline.

    Risks and how to handle them

    • Chapters restrict vendor talks

      Lead with education and a customer speaker.

    Builds on

    Evidence

    • HiringAccount Executive: "We've built a sales playbook that works, now we're looking for great sellers to execute it"; "The entire US is your territory"; outbound-first, self-sourcing "50%+ of your pipeline"; $30k+ ACV in 30 to 60 day cycles to mid-market finance buyers (CFOs, Controllers, AR Managers); 10% travel for on-site demos and trade shows; reports to the Head of Sales with "close access to Marketing and Product".Source
    • HiringJob posts: contractors wait "around 96 days to get paid" while "Siteline customers average just 55 days to payment"; specialty trades build "data centers and schools to highways and hospitals"; Siteline claims "no true direct competitor".Source
    • Your websiteTestimonials: Kyle G., CFO at Vallencourt Construction: before Siteline 15% of pay apps were rejected for math errors, delaying payment by at least three weeks; Shanin F. (Architectural Glass & Aluminum): "My quality of life is much better"; Norma R. (Washington Iron Works): "Siteline is built for trade contractors."Source
  • 10

    Subcontractor CFOs and controllers often lean on construction-focused CPA firms, which see the AR aging and pay app problems across many clients.

    High impactMedium effort First result in 2 months Head of Sales

    First action

    Ask five customers which accounting firm they use and approach those firms first.

    How to measure it

    Opportunities from accounting partners

    Now
    –
    Target
    15
    By
    end of quarter

    Steps

    1. 1

      Ask customers

      Which CPA or accounting firm they use.

      Head of Sales 1 week

    2. 2

      Design the offer

      Referral fee or client discount, partner login.

      Head of Sales 2 days

    3. 3

      Pitch five firms

      Start with firms already serving customers.

      Head of Sales 3 weeks

    4. 4

      Partner login

      Read-only view of client billing status.

      Senior Software Engineer 2 weeks

    5. 5

      Co-host a webinar

      With the first partner, for their clients.

      Marketing team 1 day

    6. 6

      Track referrals

      Partner codes on demo requests.

      Marketing team 1 hour

    First result
    2 months
    Cost
    Referral fees
    Owner
    Head of Sales

    Smallest test

    Sign one firm and run one client webinar.

    Why it works

    Recruit construction CPA and outsourced accounting firms as referral partners: a partner login to see client billing status, a referral fee or discount for clients, and a co-hosted webinar for their clients.

    One partner reaches dozens of subs, and the advice comes from someone the CFO already trusts. It adds a referral channel to an AE who must self-source.

    Risks and how to handle them

    • CPA firms see it as competing with their services

      Position it as making their clients' data cleaner.

    Evidence

    • HiringAccount Executive: "We've built a sales playbook that works, now we're looking for great sellers to execute it"; "The entire US is your territory"; outbound-first, self-sourcing "50%+ of your pipeline"; $30k+ ACV in 30 to 60 day cycles to mid-market finance buyers (CFOs, Controllers, AR Managers); 10% travel for on-site demos and trade shows; reports to the Head of Sales with "close access to Marketing and Product".Source
    • Your websiteA/R reporting shows invoice aging and "which GCs pay fastest and slowest"; customers see invoice aging fall by at least 30% (43% on the A/R aging page); lower-tier waivers collected 6× faster.Source
    • Your websitePricing is custom quote only, based on usage, billing volume and integrations. Packages: Siteline Suite (billing, collections, lien waivers, compliance, reporting, ERP sync), a Lien Rights Management add-on, and Vendor Management. Unlimited users; setup typically under two hours; forms not yet in the database are built in 24 to 72 hours; integrates with Textura, GCPay and Procore Pay.Source
  • 11

    Siteline has 14 integration pages (CMIC, Procore, Textura and others) and is hiring an engineer to own integrations. Each partner has a marketplace and customers searching it.

    Medium impactMedium effort First result in 2 months Senior Software Engineer

    First action

    Check which of the 14 integrations have a public marketplace listing today.

    How to measure it

    Opportunities from marketplace listings

    Now
    –
    Target
    10 a quarter
    By
    end of quarter

    Steps

    1. 1

      Audit listings

      Which partners list Siteline and how.

      Senior Software Engineer 1 day

    2. 2

      Apply where missing

      Partner marketplace applications.

      Senior Software Engineer 2 weeks

    3. 3

      Write each listing

      One benefit, one screenshot, one customer.

      Marketing team 2 days

    4. 4

      Track installs

      Referral tags per marketplace.

      Senior Software Engineer 1 day

    5. 5

      Co-market

      One webinar per partner per quarter.

      Marketing team quarterly

    6. 6

      Report

      Opportunities by partner.

      Head of Sales monthly

    First result
    2 months
    Cost
    $0 plus any partner fees
    Owner
    Senior Software Engineer

    Smallest test

    Fix one listing and watch inquiries.

    Why it works

    Make sure Siteline is listed in every partner marketplace it integrates with, with a page that names the integration's benefit (pay apps submitted to the portal, data synced to the ERP), and run one co-marketing webinar per partner a quarter.

    The AE bonus asks for ERP selling experience, which shows ERP fit matters in deals. Buyers who search a marketplace already use that system and have the problem.

    Risks and how to handle them

    • Partner fees

      Start with free listings.

    Evidence

    • programmable.infoOnly two open roles: Account Executive and Senior Software Engineer, Backend/Infrastructure (integrations with platforms "some modern and well-documented, others more outdated and opaque"). No marketing role is open.Source
    • programmable.infoSitemap of 5,704 URLs: 4,841 general contractor profile pages, 185 glossary pages, 138 blog posts, 69 event lead forms, 52 state lien waiver pages, 52 state mechanics lien rights pages and prompt payment law pages; comparison pages for Built, Knowify, Procore, Levelset, ProjectHQ and Trimble Pay; 14 integration pages; webinars such as "Nightmare on a R Street" (September 10, 2026).Source
    • Your websitePricing is custom quote only, based on usage, billing volume and integrations. Packages: Siteline Suite (billing, collections, lien waivers, compliance, reporting, ERP sync), a Lien Rights Management add-on, and Vendor Management. Unlimited users; setup typically under two hours; forms not yet in the database are built in 24 to 72 hours; integrates with Textura, GCPay and Procore Pay.Source
  • 12

    A glazing sub and a steel sub on the same project bill the same GC with the same forms. When one uses Siteline, the others on that job have the same problem and the form is already built.

    High impactMedium effort First result in 6 weeks Head of Sales

    First action

    Ask ten happy customers which other trades they work alongside on current projects.

    How to measure it

    Opportunities from customer referrals

    Now
    –
    Target
    20
    By
    end of quarter

    Steps

    1. 1

      Ask customers

      Other trades on current jobs.

      Head of Sales 1 week

    2. 2

      Set the reward

      Account credit for each referred customer.

      Head of Sales 1 day

    3. 3

      Build the link

      Referral link that preloads the GC's forms.

      Senior Software Engineer 1 week

    4. 4

      Prompt at the right time

      After a pay app is approved.

      Senior Software Engineer 2 days

    5. 5

      AE follow-up

      Within a day of a referral.

      Account Executive ongoing

    6. 6

      Track

      Referrals, opportunities and wins.

      Head of Sales monthly

    First result
    6 weeks
    Cost
    Referral credits
    Owner
    Head of Sales

    Smallest test

    Ask five customers for one name each.

    Why it works

    Show customers the other trades on each project (where known) and give them a referral link: the referred sub gets onboarding with that GC's forms ready, and the referrer gets a credit.

    Referrals come with proof (a peer on the same job) and the strongest setup advantage. They add pipeline the AE does not have to source.

    Risks and how to handle them

    • Customers do not want to ask peers

      Make it a forwardable note, not a sales ask.

    Evidence

    • Your websiteHomepage: "Construction Billing Software for Subcontractors"; paid 3 weeks faster, 7 days a month saved, billing 6× faster, 50% fewer pay app revisions; over $14B billed across 250k+ projects; 23,000+ pay app and lien waiver forms from 17,000+ GCs; "only 5% of subcontractors are always paid on time".Source
    • Your websiteTestimonials: Kyle G., CFO at Vallencourt Construction: before Siteline 15% of pay apps were rejected for math errors, delaying payment by at least three weeks; Shanin F. (Architectural Glass & Aluminum): "My quality of life is much better"; Norma R. (Washington Iron Works): "Siteline is built for trade contractors."Source
    • HiringAccount Executive: "We've built a sales playbook that works, now we're looking for great sellers to execute it"; "The entire US is your territory"; outbound-first, self-sourcing "50%+ of your pipeline"; $30k+ ACV in 30 to 60 day cycles to mid-market finance buyers (CFOs, Controllers, AR Managers); 10% travel for on-site demos and trade shows; reports to the Head of Sales with "close access to Marketing and Product".Source
  • 13

    Lien Rights Management is an add-on and Vendor Management a separate package. Existing Suite customers already trust Siteline with billing and are the cheapest place to grow revenue.

    High impactMedium effort First result in 2 months Head of Sales

    First action

    List Suite customers billing in three or more states without Lien Rights Management.

    How to measure it

    Suite customers with Lien Rights Management

    Now
    –
    Target
    +15 points
    By
    2 quarters

    Steps

    1. 1

      List candidates

      Suite customers with many projects and states.

      Head of Sales 1 day

    2. 2

      Preload deadlines

      Calculate their upcoming lien deadlines.

      Senior Software Engineer 1 week

    3. 3

      Offer a trial

      60 days with their own projects.

      Head of Sales 1 day

    4. 4

      Review at day 45

      Show notices sent and deadlines met.

      Head of Sales 30 minutes each

    5. 5

      Price it

      Simple add-on pricing for existing customers.

      Co-Founder & CEO 1 day

    6. 6

      Track

      Attach rate and revenue.

      Head of Sales monthly

    First result
    2 months
    Cost
    $0
    Owner
    Head of Sales

    Smallest test

    Offer the trial to ten customers.

    Why it works

    List Suite customers without the add-on, rank them by number of projects and states (more states, more lien risk), and offer a 60-day trial with their current projects preloaded and deadlines calculated.

    With only one AE, expansion revenue from existing accounts matters. Showing a customer their own upcoming lien deadlines is a concrete reason to add the module.

    Risks and how to handle them

    • Customers see it as upselling

      Lead with their own deadline data.

    Evidence

    • Your websitePricing is custom quote only, based on usage, billing volume and integrations. Packages: Siteline Suite (billing, collections, lien waivers, compliance, reporting, ERP sync), a Lien Rights Management add-on, and Vendor Management. Unlimited users; setup typically under two hours; forms not yet in the database are built in 24 to 72 hours; integrates with Textura, GCPay and Procore Pay.Source
    • Your websiteState mechanics lien rights pages explain deadlines in prose (for example California's 20-day preliminary notice) but offer no deadline calculator or reminder.Source
    • programmable.infoOnly two open roles: Account Executive and Senior Software Engineer, Backend/Infrastructure (integrations with platforms "some modern and well-documented, others more outdated and opaque"). No marketing role is open.Source
  • 14

    Siteline's job posts say specialty trades build data centers, hospitals and power infrastructure. Data-center projects are large, fast and paperwork-heavy, and the electrical and mechanical subs on them bill large amounts monthly.

    High impactMedium effort First result in 6 weeks Account Executive

    First action

    List the 50 largest electrical and mechanical subs on announced data-center projects.

    How to measure it

    Opportunities from data-center trades

    Now
    –
    Target
    15
    By
    end of quarter

    Steps

    1. 1

      Build the list

      Subs on announced data-center and power projects.

      Account Executive 1 week

    2. 2

      Find a reference

      An existing customer on such a project.

      Head of Sales 1 week

    3. 3

      Write the page

      Retainage, change orders and large pay apps.

      Marketing team 3 days

    4. 4

      Write the sequence

      Four touches to CFOs and controllers.

      Account Executive 1 day

    5. 5

      Run it

      Calls and emails over four weeks.

      Account Executive ongoing

    6. 6

      Review

      Reply and meeting rates against other segments.

      Head of Sales monthly

    First result
    6 weeks
    Cost
    $0
    Owner
    Account Executive

    Smallest test

    Run the sequence to 20 subs.

    Why it works

    Build a segment of electrical, mechanical and fire protection subs working on data-center and power projects, a landing page and case study for them, and an AE sequence that leads with retainage and change order tracking on large jobs.

    The AE has the whole US to cover; a focused segment with big billing volumes produces larger deals and a clear message.

    Risks and how to handle them

    • Large subs have custom ERP setups

      Lead with integrations and the 24 to 72 hour form build.

    Evidence

    • HiringJob posts: contractors wait "around 96 days to get paid" while "Siteline customers average just 55 days to payment"; specialty trades build "data centers and schools to highways and hospitals"; Siteline claims "no true direct competitor".Source
    • HiringAccount Executive: "We've built a sales playbook that works, now we're looking for great sellers to execute it"; "The entire US is your territory"; outbound-first, self-sourcing "50%+ of your pipeline"; $30k+ ACV in 30 to 60 day cycles to mid-market finance buyers (CFOs, Controllers, AR Managers); 10% travel for on-site demos and trade shows; reports to the Head of Sales with "close access to Marketing and Product".Source
    • Your websitePricing is custom quote only, based on usage, billing volume and integrations. Packages: Siteline Suite (billing, collections, lien waivers, compliance, reporting, ERP sync), a Lien Rights Management add-on, and Vendor Management. Unlimited users; setup typically under two hours; forms not yet in the database are built in 24 to 72 hours; integrates with Textura, GCPay and Procore Pay.Source
  • 15

    Siteline already runs webinars, and the most common pain is rejections for math errors and wrong forms. A live fix of a real (anonymized) rejected pay app shows the product and teaches at once.

    Medium impactMedium effort First result in 1 month Marketing team

    First action

    Ask customers for one past rejected pay app to use in the first clinic.

    How to measure it

    Opportunities from clinics

    Now
    –
    Target
    5 a month
    By
    third clinic

    Steps

    1. 1

      Get a pay app

      A real rejected pay app, anonymized.

      Marketing team 1 week

    2. 2

      Recruit a panelist

      An AR specialist customer such as Washington Iron Works.

      Marketing team 1 week

    3. 3

      Promote

      Email and LinkedIn to AR and finance contacts.

      Marketing team 1 week

    4. 4

      Run it live

      30 minutes, fix on screen.

      Account Executive 1 hour

    5. 5

      Follow up

      AE calls everyone who submitted a pay app.

      Account Executive 2 days

    6. 6

      Cut clips

      Three short clips for social and sequences.

      Marketing team 1 day

    First result
    1 month
    Cost
    $0
    Owner
    Marketing team

    Smallest test

    Run one clinic.

    Why it works

    Each month, take a rejected pay app submitted by an attendee (anonymized), walk through why it was rejected and rebuild it in Siteline live, with an AR specialist customer on the panel and the recording cut into short clips.

    AR managers and controllers are the daily users and influencers. A practical session earns their attention, and attendees who submit pay apps are qualified leads.

    Risks and how to handle them

    • Low attendance

      Invite through partners and customers as well.

    Evidence

    • programmable.infoSitemap of 5,704 URLs: 4,841 general contractor profile pages, 185 glossary pages, 138 blog posts, 69 event lead forms, 52 state lien waiver pages, 52 state mechanics lien rights pages and prompt payment law pages; comparison pages for Built, Knowify, Procore, Levelset, ProjectHQ and Trimble Pay; 14 integration pages; webinars such as "Nightmare on a R Street" (September 10, 2026).Source
    • Your websiteTestimonials: Kyle G., CFO at Vallencourt Construction: before Siteline 15% of pay apps were rejected for math errors, delaying payment by at least three weeks; Shanin F. (Architectural Glass & Aluminum): "My quality of life is much better"; Norma R. (Washington Iron Works): "Siteline is built for trade contractors."Source
    • HiringAccount Executive: "We've built a sales playbook that works, now we're looking for great sellers to execute it"; "The entire US is your territory"; outbound-first, self-sourcing "50%+ of your pipeline"; $30k+ ACV in 30 to 60 day cycles to mid-market finance buyers (CFOs, Controllers, AR Managers); 10% travel for on-site demos and trade shows; reports to the Head of Sales with "close access to Marketing and Product".Source

Big bets 4

Larger plays that can change the trajectory.

  • 16

    Siteline cites "only 5% of subcontractors are always paid on time" and 96 days versus 55. It sits on more payment data for subcontractors than anyone, and trade press and associations need numbers like these.

    High impactHigh effort First result in Launch quarter Co Founder & President

    First action

    List the ten questions the report will answer and check which the data supports.

    How to measure it

    Opportunities influenced by the report

    Now
    –
    Target
    40
    By
    6 months after launch

    Steps

    1. 1

      Set the questions

      Ten questions subs and CFOs argue about.

      Co-Founder & President 1 week

    2. 2

      Set privacy rules

      Aggregates only, minimum group sizes.

      Co-Founder & CEO 1 week

    3. 3

      Analyze

      Engineering pulls the aggregates.

      Senior Software Engineer 3 weeks

    4. 4

      Write and design

      Twenty pages, one chart per finding.

      Marketing team 3 weeks

    5. 5

      Launch with associations

      Chapters and trade press.

      Head of Sales 2 weeks

    6. 6

      Cut into content

      A quarter of posts, talks and sequences.

      Marketing team ongoing

    First result
    Launch quarter
    Cost
    $5,000 to $10,000 for design
    Owner
    Co Founder & President

    Smallest test

    Publish one finding as a press release.

    Why it works

    Publish a yearly report: days to payment by trade, region and GC size, rejection reasons, retainage held, and lien notices sent, with the method, launched with CFMA and ASA chapters and trade press.

    With no marketing hire open, one flagship asset can feed the AE, associations and press for a year, and positions Siteline as the authority on subcontractor payment.

    Risks and how to handle them

    • Sample skews to Siteline customers

      Say so and compare to public benchmarks.

    Builds on

    Evidence

    • Your websiteHomepage: "Construction Billing Software for Subcontractors"; paid 3 weeks faster, 7 days a month saved, billing 6× faster, 50% fewer pay app revisions; over $14B billed across 250k+ projects; 23,000+ pay app and lien waiver forms from 17,000+ GCs; "only 5% of subcontractors are always paid on time".Source
    • HiringJob posts: contractors wait "around 96 days to get paid" while "Siteline customers average just 55 days to payment"; specialty trades build "data centers and schools to highways and hospitals"; Siteline claims "no true direct competitor".Source
    • Your websiteA/R reporting shows invoice aging and "which GCs pay fastest and slowest"; customers see invoice aging fall by at least 30% (43% on the A/R aging page); lower-tier waivers collected 6× faster.Source
  • 17

    Subcontractors call themselves "America's largest bank" because they fund work for about 96 days. Siteline knows when a pay app is approved and by which GC, which is exactly what a lender needs to advance cash.

    High impactHigh effort First result in 2 quarters Co Founder & CEO

    First action

    Talk to three construction finance providers about advancing against approved pay apps.

    How to measure it

    Monthly financed pay app volume

    Now
    –
    Target
    $10M
    By
    3 quarters after launch

    Steps

    1. 1

      Find partners

      Three construction finance providers.

      Co-Founder & CEO 1 month

    2. 2

      Check regulation

      Lending and referral rules by state.

      Co-Founder & CEO 1 month

    3. 3

      Design the flow

      Offer appears when a pay app is approved.

      Senior Software Engineer 1 month

    4. 4

      Share data safely

      Customer consent for each pay app shared.

      Senior Software Engineer 2 weeks

    5. 5

      Pilot

      Twenty customers for one quarter.

      Head of Sales 1 quarter

    6. 6

      Launch

      Announce to customers and prospects.

      Marketing team 1 week

    First result
    2 quarters
    Cost
    Partner integration and compliance work
    Owner
    Co Founder & CEO

    Smallest test

    Refer five customers to one partner manually.

    Why it works

    Partner with a construction finance provider to offer subs early payment on approved pay apps inside Siteline, priced by the GC's payment history, with Siteline earning a referral share.

    It turns "get paid faster" from weeks to days, creates a new revenue line, and gives the AE a feature no billing competitor can match.

    Risks and how to handle them

    • Regulatory exposure

      Partner holds the lending; Siteline refers with consent.

    Builds on

    Evidence

    • HiringJob posts: contractors wait "around 96 days to get paid" while "Siteline customers average just 55 days to payment"; specialty trades build "data centers and schools to highways and hospitals"; Siteline claims "no true direct competitor".Source
    • Your websiteA/R reporting shows invoice aging and "which GCs pay fastest and slowest"; customers see invoice aging fall by at least 30% (43% on the A/R aging page); lower-tier waivers collected 6× faster.Source
    • Your websiteHomepage: "Construction Billing Software for Subcontractors"; paid 3 weeks faster, 7 days a month saved, billing 6× faster, 50% fewer pay app revisions; over $14B billed across 250k+ projects; 23,000+ pay app and lien waiver forms from 17,000+ GCs; "only 5% of subcontractors are always paid on time".Source
  • 18

    GCs push portals onto subs (Textura, GCPay, Procore Pay). If GCs could receive clean, error-checked pay apps from Siteline subs in one inbox, some would prefer it and ask their other subs to use Siteline.

    High impactHigh effort First result in 2 quarters Co Founder & CEO

    First action

    Ask five GCs who receive pay apps from Siteline customers what they dislike about current portals.

    How to measure it

    Subs invited by GCs

    Now
    –
    Target
    500
    By
    3 quarters

    Steps

    1. 1

      Interview GCs

      What they want when receiving pay apps.

      Co-Founder & CEO 1 month

    2. 2

      Design the inbox

      Receive, validate, approve, track.

      Senior Software Engineer 1 month

    3. 3

      Build invites

      GC invites subs with their forms preloaded.

      Senior Software Engineer 3 weeks

    4. 4

      Pilot with five GCs

      GCs whose subs already use Siteline.

      Head of Sales 1 quarter

    5. 5

      Route invites to sales

      Invited subs get an AE call.

      Account Executive ongoing

    6. 6

      Decide on scale

      Based on invites and subs signed.

      Co-Founder & CEO 1 day

    First result
    2 quarters
    Cost
    About a quarter of engineering
    Owner
    Co Founder & CEO

    Smallest test

    Give one GC a shared view of incoming pay apps from current customers.

    Why it works

    Offer GCs a free receiving inbox: pay apps and waivers from subs on Siteline arrive validated, with status tracking, and the GC can invite subs who are not on Siteline yet.

    It turns GCs from the reason subs need Siteline into a distribution channel, and every GC invite is a warm lead for the AE.

    Risks and how to handle them

    • Confuses the sub-first positioning

      Keep the inbox free and simple; the product stays for subs.

    Evidence

    • Your websitePricing is custom quote only, based on usage, billing volume and integrations. Packages: Siteline Suite (billing, collections, lien waivers, compliance, reporting, ERP sync), a Lien Rights Management add-on, and Vendor Management. Unlimited users; setup typically under two hours; forms not yet in the database are built in 24 to 72 hours; integrates with Textura, GCPay and Procore Pay.Source
    • Your websiteHomepage: "Construction Billing Software for Subcontractors"; paid 3 weeks faster, 7 days a month saved, billing 6× faster, 50% fewer pay app revisions; over $14B billed across 250k+ projects; 23,000+ pay app and lien waiver forms from 17,000+ GCs; "only 5% of subcontractors are always paid on time".Source
    • Your websiteGC profile pages (for example 2H Construction) show firmographics (founded, revenue, headcount) and a generic pay app section that says Siteline "has more than 15,000 forms from over 10,000 GCs", lower than the homepage figure; they do not say whether that GC's forms are in Siteline, and the "All locations" heading is empty.Source
  • 19

    There is one AE for the whole US. The GC directory and form database show where Siteline's coverage is deepest, which is where a second and third AE would ramp fastest.

    High impactHigh effort First result in 2 quarters Head of Sales

    First action

    Map customers and built forms by metro and rank the top five regions.

    How to measure it

    Months for a new AE to reach full quota

    Now
    –
    Target
    4 months
    By
    2 quarters

    Steps

    1. 1

      Map coverage

      Customers and built forms by metro.

      Head of Sales 1 week

    2. 2

      Pick two regions

      Highest coverage with room to grow.

      Head of Sales 1 day

    3. 3

      Write the regional playbook

      GC-named outbound, shows, chapters.

      Head of Sales 2 weeks

    4. 4

      Hire

      Two AEs, one per region.

      Head of Sales 1 quarter

    5. 5

      Give each a book

      Local GCs and subs.

      Head of Sales 1 week

    6. 6

      Compare ramp

      Regional against national.

      Head of Sales monthly

    First result
    2 quarters
    Cost
    Two AE salaries
    Owner
    Head of Sales

    Smallest test

    Give the current AE one focus region for a month.

    Why it works

    Use form coverage and customer density by metro to choose two regions, hire AEs there, and give each a book of local GCs with forms built, local trade shows and chapter talks.

    Regional focus makes in-person demos and shows cheaper and lets each AE become known locally, while the GC-named outbound proves the playbook first.

    Risks and how to handle them

    • Hiring before the playbook is proven

      Hire only after two quarters of GC-named results.

    Builds on

    Evidence

    • HiringAccount Executive: "We've built a sales playbook that works, now we're looking for great sellers to execute it"; "The entire US is your territory"; outbound-first, self-sourcing "50%+ of your pipeline"; $30k+ ACV in 30 to 60 day cycles to mid-market finance buyers (CFOs, Controllers, AR Managers); 10% travel for on-site demos and trade shows; reports to the Head of Sales with "close access to Marketing and Product".Source
    • programmable.infoSitemap of 5,704 URLs: 4,841 general contractor profile pages, 185 glossary pages, 138 blog posts, 69 event lead forms, 52 state lien waiver pages, 52 state mechanics lien rights pages and prompt payment law pages; comparison pages for Built, Knowify, Procore, Levelset, ProjectHQ and Trimble Pay; 14 integration pages; webinars such as "Nightmare on a R Street" (September 10, 2026).Source
    • Your websiteHomepage: "Construction Billing Software for Subcontractors"; paid 3 weeks faster, 7 days a month saved, billing 6× faster, 50% fewer pay app revisions; over $14B billed across 250k+ projects; 23,000+ pay app and lien waiver forms from 17,000+ GCs; "only 5% of subcontractors are always paid on time".Source

Wildcards 3

Unexpected experiments, each with a cheap way to test it.

  • 20

    Subs owed money past the legal deadline often do not know or cite the law. Siteline already has prompt payment law pages by state.

    Medium impactMedium effort First result in 2 months Marketing team

    First action

    Have counsel review a template letter for three states.

    How to measure it

    Opportunities from letter users

    Now
    –
    Target
    20 a month
    By
    90 days

    Steps

    1. 1

      Draft templates

      Polite, factual letters per state.

      Co-Founder & President 2 weeks

    2. 2

      Legal review

      Counsel checks each state.

      Co-Founder & President 2 weeks

    3. 3

      Build the tool

      Inputs, letter and interest calculation.

      Senior Software Engineer 1 week

    4. 4

      Add disclaimers

      Not legal advice.

      Co-Founder & President 1 hour

    5. 5

      Route users

      Email capture and AE follow-up for larger amounts.

      Marketing team 2 hours

    6. 6

      Promote

      Share with associations.

      Marketing team 1 week

    First result
    2 months
    Cost
    Legal review
    Owner
    Marketing team

    Smallest test

    Launch for three states.

    Why it works

    Add a free tool to the prompt payment pages: state, contract dates and amount in, a polite letter citing the state's prompt payment rules out, plus the interest owed. Users who generate letters get an offer to track collections in Siteline.

    Someone generating a late payment letter has a collections problem today, which is what Siteline sells. It also earns links from trade groups.

    Risks and how to handle them

    • Harms GC relationships

      Polite tone and advice to call first.

    Evidence

    • programmable.infoSitemap of 5,704 URLs: 4,841 general contractor profile pages, 185 glossary pages, 138 blog posts, 69 event lead forms, 52 state lien waiver pages, 52 state mechanics lien rights pages and prompt payment law pages; comparison pages for Built, Knowify, Procore, Levelset, ProjectHQ and Trimble Pay; 14 integration pages; webinars such as "Nightmare on a R Street" (September 10, 2026).Source
    • Your websiteA/R reporting shows invoice aging and "which GCs pay fastest and slowest"; customers see invoice aging fall by at least 30% (43% on the A/R aging page); lower-tier waivers collected 6× faster.Source
    • HiringJob posts: contractors wait "around 96 days to get paid" while "Siteline customers average just 55 days to payment"; specialty trades build "data centers and schools to highways and hospitals"; Siteline claims "no true direct competitor".Source
  • 21

    Several of Siteline's strongest quotes come from AR and contracts staff (Norma R., Eileen H., Shanin F.). These people rarely have a peer group, and they move between subcontractors during their careers.

    Medium impactMedium effort First result in 1 quarter Marketing team

    First action

    Invite the three quoted AR and contracts staff to co-host the first call.

    How to measure it

    Members

    Now
    –
    Target
    300
    By
    2 quarters

    Steps

    1. 1

      Find co-hosts

      Three customer AR specialists.

      Marketing team 2 weeks

    2. 2

      Pick a home

      A simple forum or LinkedIn group.

      Marketing team 1 day

    3. 3

      Monthly call

      One topic, customer-led.

      Marketing team monthly

    4. 4

      Template library

      Shared billing and collections templates.

      Marketing team 1 week

    5. 5

      Job board

      AR and billing roles at subs.

      Marketing team 2 days

    6. 6

      Track referrals

      Members who bring Siteline to a new employer.

      Head of Sales quarterly

    First result
    1 quarter
    Cost
    $0 to $5,000 a year
    Owner
    Marketing team

    Smallest test

    Run one call with ten AR specialists.

    Why it works

    Start a small, customer-led community for construction AR and billing staff: a monthly call, a shared template library, and a job board. Siteline hosts it but does not sell in it.

    When an AR specialist moves to a new company, they bring their tools. A community keeps Siteline in their working life and produces champions and referrals.

    Risks and how to handle them

    • Feels like marketing

      Customers lead it; no pitches.

    Evidence

    • Your websiteTestimonials: Kyle G., CFO at Vallencourt Construction: before Siteline 15% of pay apps were rejected for math errors, delaying payment by at least three weeks; Shanin F. (Architectural Glass & Aluminum): "My quality of life is much better"; Norma R. (Washington Iron Works): "Siteline is built for trade contractors."Source
    • HiringAccount Executive: "We've built a sales playbook that works, now we're looking for great sellers to execute it"; "The entire US is your territory"; outbound-first, self-sourcing "50%+ of your pipeline"; $30k+ ACV in 30 to 60 day cycles to mid-market finance buyers (CFOs, Controllers, AR Managers); 10% travel for on-site demos and trade shows; reports to the Head of Sales with "close access to Marketing and Product".Source
  • 22

    A sub that posts a job for a billing coordinator or AR specialist is about to spend money on the exact problem Siteline solves, and the post often lists the GCs and portals they bill.

    Medium impactLow effort First result in 3 weeks Account Executive

    First action

    Search job boards for "construction billing coordinator" and list 20 subs posting this month.

    How to measure it

    Meetings from hiring triggers

    Now
    –
    Target
    8 a month
    By
    6 weeks

    Steps

    1. 1

      Set searches

      AR, billing, project accounting roles at specialty contractors.

      Account Executive 1 hour

    2. 2

      List weekly

      New posts each Monday.

      Account Executive 1 hour a week

    3. 3

      Find the CFO

      Finance leader at each company.

      Account Executive 1 hour a week

    4. 4

      Write the email

      The hire versus software, with their GCs.

      Account Executive 1 hour

    5. 5

      Call on day three

      Follow up by phone.

      Account Executive ongoing

    6. 6

      Track

      Meetings and wins from the trigger.

      Head of Sales monthly

    First result
    3 weeks
    Cost
    $0
    Owner
    Account Executive

    Smallest test

    Email 20 subs posting billing roles.

    Why it works

    Watch job boards weekly for AR, billing and project accountant roles at specialty contractors, and email the CFO or controller with an offer to show how Siteline handles that workload, and with GC names from the post where listed.

    It is a precise buying signal for an outbound-first AE, and the comparison (a hire versus software) is easy for a CFO to weigh.

    Risks and how to handle them

    • Reads as discouraging a hire

      Position it as making the new hire effective from day one.

    Evidence

    • HiringAccount Executive: "We've built a sales playbook that works, now we're looking for great sellers to execute it"; "The entire US is your territory"; outbound-first, self-sourcing "50%+ of your pipeline"; $30k+ ACV in 30 to 60 day cycles to mid-market finance buyers (CFOs, Controllers, AR Managers); 10% travel for on-site demos and trade shows; reports to the Head of Sales with "close access to Marketing and Product".Source
    • Your websiteHomepage: "Construction Billing Software for Subcontractors"; paid 3 weeks faster, 7 days a month saved, billing 6× faster, 50% fewer pay app revisions; over $14B billed across 250k+ projects; 23,000+ pay app and lien waiver forms from 17,000+ GCs; "only 5% of subcontractors are always paid on time".Source

03

How Programmable can help

Where an idea in this playbook is something Programmable builds or runs, it's listed here with what we'd do. Everything else is yours to run.

Have it built

ProgrammableAgency

1 of the 22 ideas are things Programmable builds and runs for its customers: pages, outreach, prospect lists, booking flows and monitors. Pick one, or send the whole list.

Outreach1The sequence sent for you: addresses found and verified, replies routed to your CRM.

A 30-minute session with the engineer who would build it, not a sales call. You leave with a plan whether or not you hire us.

Book a working session

Usually live within days.

Tools for the rest

ProgrammableInfo

Turn the research into a list you can act on

These ideas start with finding the right companies. Info finds them and the right person at each, researches every one and drafts the outreach, then asks before it sends.

  • Build this list in Info for idea #1 (opens programmable.info in a new tab)
  • Build this list in Info for idea #22 (opens programmable.info in a new tab)

New accounts: 100,000 free credits with code BETA100K

Find the companies (opens programmable.info in a new tab)
ProgrammableTalk

Fill the events in this plan

These ideas are events. Talk gets registrants for them and tells you who's coming and what their company does before the day.

Plan an event (opens programmable.talk in a new tab)
More example playbooks and reviews
ProgrammableDigital

Show Siteline’s product working

Turn screenshots or the website into an animated product demo in its own brand, for the homepage, launch posts and outreach in this playbook.

Make a demo (opens programmable.digital in a new tab)

More growth playbooks

Other companies we have researched, each read from what they are hiring for.

  • Moniepoint growth strategyAfrica's all-in-one financial platform: POS terminals and payments, business and personal banking through its microfinance bank, credit…21 growth ideas
  • Tensec growth strategyCross-border payments, FX and transaction banking that freight forwarders and trading companies offer to their importer and exporter…21 growth ideas
  • Renuity growth strategyA national home remodeling company and family of regional brands (including Mad City Windows & Baths, Statewide Remodeling and Closet…22 growth ideas
  • FINNY growth strategyAn AI growth platform for financial advisors: it finds and ranks prospects (the F-Score), runs outreach and follow-up, and with the Hunter…22 growth ideas
  • Barnes & Thornburg growth strategyA national, full-service business law firm (AmLaw 100) with litigation, corporate, IP, labor and employment, healthcare, product liability…22 growth ideas
  • Golden Pet Brands growth strategyA vertically integrated pet nutrition company that makes freeze-dried raw and air-dried food, treats and supplements in its own U.S…20 growth ideas
  • K Health growth strategyClinical AI for health systems: PatientGPT and AI-guided intake as an "intelligent front door" across web, portal and clinic, plus 24/7…20 growth ideas
  • Trove Brands growth strategyA privately held house of consumer brands: Owala drinkware and bags, BlenderBottle shaker bottles, Whiskware snack containers, EcoBrite…21 growth ideas

See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 18, 2026, and cites them throughout. Siteline did not commission, review or endorse it, and Programmable is not affiliated with Siteline. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how Siteline runs its business.

Something wrong, or do you represent Siteline? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 308 ideas

    Arm the AE: GC-named outbound, better GC pages, the cash-freed calculator, trade show pre-booking, the Vallencourt story and deadline timing; start the GC payment data and lien calculator.

    Programmable can ship 1 of these in days.

  2. Days 31 to 609 ideas

    Add channels the AE does not have to source: associations, accounting partners, marketplaces, referrals, expansion, a data-center segment and monthly clinics, plus hiring-triggered outbound and the late payment letter.

  3. Days 61 to 905 ideas

    Start the AR community and commit to the bigger bets on the evidence: the annual report, early payment, a GC inbox and regional AE pods.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value pay apps in the GC's exact format in minutes. The most cited problem: waiting about 96 days to be paid.

  • Fewer rejections and faster payment
  • Pay apps rejected for math errors or wrong forms
  • In their words: “pay app”

Market

Competitive landscape

4 competitors compared: Procore (Procore Pay, Levelset), Textura and GCPay, Trimble Pay and Built and Spreadsheets and ERP reports.

  • Gap to exploit: Payment speed by GC, visible to subs
  • Procore (Procore Pay, Levelset): Built around the GC, not the sub
  • Textura and GCPay: One portal per GC; subs still juggle many

Hiring signals

Siteline has only two open roles: an Account Executive and a backend engineer for infrastructure and integrations.

  • Account Executive: Outbound-first, whole-US territory, $30k+ ACV to CFOs and controllers; "a sales playbook that works". Ideas 1, 3, 4, 6, 14, 22.
  • Senior Software Engineer, Backend/Infrastructure: Owns integrations with modern and legacy platforms: ERP and portal fit matters in deals. Ideas 11…

From the team that wrote this playbook

All products
  • ProgrammableAgencyWorking AI systems in days, not quarters (opens programmable.agency in a new tab)
  • ProgrammableInfoAn agent that finds, researches and asks first (opens programmable.info in a new tab)
  • ProgrammableDigitalScreenshots in, an animated product demo out (opens programmable.digital in a new tab)
  • ProgrammableWatchKnow the day a supplier falls out of compliance (opens programmable.watch in a new tab)
  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
ProgrammableMarketing
ExamplesLeaderboardsProductsTermsPrivacyCookiesDPALegalContact

© 2026 AI-Powered Growth Intelligence