Prepared for
Sitemate
For the built world · prepared for Example Company
The opportunity
There will be winners
The winners
- Capture operational data as work happens
- Have real time visibility across projects and sites
- Use AI to reduce administration and improve productivity
- Turn data into a competitive advantage
The chasers
- Chase paperwork across the business
- Re enter information across multiple systems
- Struggle with compliance, visibility and reporting
- Fall further behind as AI adoption accelerates

How you get there
Platforms that manage your critical data and help complete the work

Storm
AI agent Storm drafts records directly from the field

Human in the loop
Workers review and confirm

Dashpivot and Governance
Dashpivot runs workflows and governance
Integration
Integrations connect operational data to the wider business
Proof
Trusted on sites like yours
Pre-filtered to infrastructure. Filter or clear to explore every story.
ISO accreditation and 80% less paperwork for a growing environmental engineering firm.
Read the story
100% digital inspections and end-to-end quality workflows for a UK trailer manufacturer.
Read the story
Payroll cut from five days to a few hours, with timesheets piped straight to ERP.
Read the story
100% digital site diaries and live hours-worked analytics across a $170M motorway.
Read the story
Pre-pour to post-pour concrete records captured digitally, with zero lost records.
Read the story
40+ hours saved per worker each month, with wind-farm reports compiled in 48 hours.
Read the story
50km of paperwork drives eliminated, with instant visibility across global sites.
Read the story
70% faster audits and 100% consistent records for a leading remediation consultancy.
Read the story
100,000+ photos and fully digital workflows across a $3B infrastructure JV.
Read the storyPrepared for
Demo
Tailored to Example Company
ROI calculator
The cost of doing nothing
Enter Example Company's numbers to see the annual cost of manual site admin, and the return on switching to Sitemate.
Your numbers
Current admin cost
$0
Cost reclaimed
$0
Less Sitemate annual cost: $0
Net annual ROI
$0
—
Case studies
Proof from sites like Example Company's
Pre-filtered to infrastructure. Filter or clear to explore every story.
ISO accreditation and 80% less paperwork for a growing environmental engineering firm.
Read the story
100% digital inspections and end-to-end quality workflows for a UK trailer manufacturer.
Read the story
Payroll cut from five days to a few hours, with timesheets piped straight to ERP.
Read the story
100% digital site diaries and live hours-worked analytics across a $170M motorway.
Read the story
Pre-pour to post-pour concrete records captured digitally, with zero lost records.
Read the story
40+ hours saved per worker each month, with wind-farm reports compiled in 48 hours.
Read the story
50km of paperwork drives eliminated, with instant visibility across global sites.
Read the story
70% faster audits and 100% consistent records for a leading remediation consultancy.
Read the story
100,000+ photos and fully digital workflows across a $3B infrastructure JV.
Read the storyPrepared for
Solution Overview
Prepared for Example Company
Part 1 · Proposal
Example Company's context & objective
[Where the prospect is today and what they want to achieve; from Fathom + Salesforce].
The cost of doing nothing
Risk anchor
[Risk]
[The risk / compliance cost of staying on the current process; from the demo].
The cost of doing nothing
Productivity anchor
$0
[Time / money lost to manual admin each year; quantified].
Part 2 · Solution Architecture
Example Company's current workflow
Part 2 · Solution Architecture
Proposed workflow with Sitemate
Part 2 · Solution Architecture
Example Company's account structure
Part 2 · Solution Architecture
User types & permissions
Administrators
[Who configures + manages].
Office / reviewers
[Who reviews + signs off].
Field users
[Who captures on the app].
Read-only / clients
[Who needs visibility].
Activation Process
Doc Import
You send us your existing Word, PDF, Excel docs; we convert and import.
Training & Rollout
Sessions for admins and field teams; support through initial setup.
Onboarding Period
Live chat, phone and video support with your CSM; ongoing refinement.
Ongoing Support
A dedicated account manager, review meetings and new use-case development.
Prepared for
Kickoff
Onboarding & activation
Sitemate ownership
Who owns what
CSM ownership
[Customer Success Manager: name, role, what they own through activation].
AE ownership
[Account Executive: commercial owner of the relationship].
Example Company's team
Key contacts
🧑💼 System Administrator
[Configuration + management owner].
✋ Fallback Admin
[Covers when the admin is away].
🌟 Champion
[Internal advocate driving adoption].
💬 Other Stakeholders
[Other key contacts for rollout].
Goals & scope
Example Company's goal and scope
Summarize Goal / Anchor
[The outcome we are activating toward; from SF].
Primary System + Use Case
[The first system + use case to roll out; from SF].
Commercial Recap
[Current plan, seats, licenses; from SF].
Activation timeline & next steps
CS support steps
[How we support your team through activation].
Key Milestones
[The milestones we'll hit together + dates].
Schedule Milestone Meeting
[Book the first milestone review].
Use case & system setup
Setup Instructions
[Templates + configuration to get live; from SF].
CS Framework
[TBD: CS framework].
Prepared for
Training
For your field users
Mobile access points
Get the app on every worker
Walk field users through downloading the Sitemate app (no email, no password) and Dashpivot Mobile, and signing on. [Pipe in how-to videos].
Field user training
Easy enough for everyone on site
Set the stage before screen-sharing on mobile: what the apps do and how they make the day easier. Emphasis on ease of use.
Prepared for
Account Review
Where we are, and what’s next
Agenda
Business Changes & Priorities
What's changed at the company level?
Original Success Criteria Check
Are we achieving what you set out to?
Current Usage
Tangible results and impact from Sitemate.
Gaps, Friction & Forward Plan
What's getting in the way + how we'll address it.
Commercial Alignment
Renewal, expansion, and next steps.
Business changes & priorities
What has changed since we last spoke?
[Single-question slide: business changes + current priorities, from calls].
Original success criteria
Are we there yet?
When we started, you told us:
- [Risk anchor]
- [Productivity anchor]
- [Business impact]
Fully Solved
Goal achieved / working as intended.
Partially Solved
Progress made, but gaps remain.
Not Solved
Original problem persists.
Value & outcomes · current usage
Example Company on Sitemate
0
Forms Completed
0
Photos Uploaded
0
Scan / Sign Completed
0
Runs Completed
Gaps, friction & feedback
What's getting in the way?
💬 What feels manual or slow?
[Tasks needing workarounds].
🚫 Where do teams avoid the system?
[Features not being used].
📊 What's under-used?
[Field vs office adoption].
📤 Where does data leave Sitemate?
[Manual exports / gaps].
Forward plan
Bridge to close
[Static question(s) bridging to the next commercial step].
Commercial alignment & next steps
Current commercials (recap)
🔄 Renewal
[Current plan, seats, renewal date].
📈 Expansion
[New use cases, products, teams].
✅ Action Items
[Owners, dates, next review].


