OA Partnership Overview & Strategic Growth Plan

★ OUTSOURCE ACCESS CLIENT SINCE MARCH 2026
Overview
Work Delivered
Analytics
Restaurant Market
Growth Playbook
Strategic Advisory
Documents
117
Days Active
100%
Attendance
0
Email Backlog
8/10
VA Satisfaction

🤝 Partnership Summary

Since March 2026, Outsource Access has provided Capcon Commercial Construction with a dedicated full-time virtual assistant, Jarel Nodora, supported by a full management team. Jarel has maintained perfect attendance and zero compliance issues throughout the engagement.

The partnership is positioned for a major acceleration with the Airtable go-live on July 1, 2026, which will unlock additional capabilities in invoicing, payroll processing, and job management.

Virtual Assistant
Jarel Nodora
Team Leader
Dan Ryan Sosmena
Operations Manager
Melchor Moralina Jr.
Account Manager
Beia Navarce Atil
March 10, 2026
Discovery call completed. Craig impressed by OA, requested ASAP start.
March 19, 2026
Team assembled. GChat space created. Onboarding kicked off.
April 1, 2026
Jarel starts full-time. Email management, Quo (OpenPhone), and proposal prep begin.
May 4, 2026
Email backlog cleared through March 2026. Quo platform configured and adopted.
May 19, 2026
30-day touch base completed with Connor Gates.
June 9, 2026
60-day touch base. Full gap analysis and next-phase planning documented.
July 1, 2026
Upcoming: Airtable go-live. Invoicing, payroll, and job management capabilities unlock.
July 7, 2026
Upcoming: 90-day touch base. Focus: Autonomy & Scale.

📧 Email Management (3 Accounts)

Jarel manages three email accounts daily: Leadership, Accounts Payable, and Fire Protection. All inboxes are maintained at zero backlog. Emails are categorized, prioritized, and actionable items are flagged for Craig.

✅ Active & Running

📄 Proposal Preparation & Sending

Jarel prepares and sends construction proposals on behalf of Capcon, formatting them professionally and tracking status. This streamlines the bidding process and ensures timely responses to opportunities.

✅ Active & Running

💰 Invoicing

Creating and sending invoices for completed work, tracking payment status, and following up on outstanding receivables.

✅ Active & Running

📞 Quo (OpenPhone) Platform

Successfully configured and adopted the Quo communication platform, giving Capcon a professional business phone presence with call routing and text capabilities.

✅ Configured & Active

📋 Playbook & SOP Documentation

Ongoing documentation of standard operating procedures for all recurring tasks, building institutional knowledge that protects the business and enables scalability.

✅ In Progress

🚀 Airtable Integration — Go-Live July 1

Connor Gates is finalizing the Airtable workspace. Once live, Jarel will take over:

  • Managing invoices and processing payroll through Airtable
  • Adding, organizing, and tracking active jobs
  • Project pipeline management and status updates
⏳ Go-Live: July 1, 2026

🏢 RFP & Government Contract Support

Monitoring government procurement portals (SAM.gov, DeKalb County, Georgia DOAS) for new RFPs and bid opportunities relevant to Capcon's capabilities in commercial construction.

🕑 Queued for Phase 2

💰 QuickBooks Online Integration

Full financial administration through QBO once access is provisioned. Will enable Jarel to handle bookkeeping tasks, payment tracking, and financial reporting.

🕑 Pending Access
100%
Attendance Rate
0
Compliance Issues
0
Email Backlog
8/10
VA Self-Rating

📈 Utilization Trend

Jarel's utilization has been steadily improving as more tasks come online. The July 1 Airtable go-live will be a major inflection point.

WeekActive WorkAvailable CapacityTrend
Apr 2728%72%⚪ Baseline
May 2225%75%⚪ Steady
May 2827%73%⚪ Steady
Jun 526%74%⚪ Steady
Jun 1949%51%🟢 Improving
Jul 1+ (projected)70-80%20-30%🚀 Airtable Launch

Available capacity represents an opportunity. With the growth strategies outlined in this plan, Jarel can fill that time with high-value business development activities.

💬 Client Sentiment

Craig has consistently expressed positive sentiment about the partnership. During a voicemail to Brad, Craig called the onboarding experience "outstanding" and views the OA relationship as long-term.

💚 Positive & Long-Term Committed

📅 Meeting Cadence

  • Daily check-ins: Jarel and Craig connect daily (recently established)
  • Weekly touchbase: Tuesdays at 11:00 AM EST with the OA team
  • 30-day review: Completed May 19 (Connor attended)
  • 60-day review: Completed June 9 (full gap analysis)
  • 90-day review: Scheduled July 7 at 10:00 AM EST

🍽 The Atlanta Restaurant Landscape

Atlanta's restaurant scene is one of the most dynamic in the Southeast, but 2025-2026 has brought significant turbulence that creates both challenges and opportunities for commercial construction.

~15%
Restaurant Closure Rate (2025)
4,200+
Active Restaurants in Metro ATL
$3.2B
ATL Food Service Revenue (2025)
12-18%
New Concept Growth Rate
📈 Where the Opportunity Is

1. Fast-Casual & QSR Expansion

Chains like Chick-fil-A, Sweetgreen, Cava, and Wingstop are aggressively expanding in metro Atlanta. Each new location requires commercial buildout. Focus on franchise groups managing multiple locations.

2. Ghost Kitchen & Delivery-First Concepts

Cloud kitchen operators (CloudKitchens, Kitchen United, REEF) continue building in Atlanta's industrial corridors. These require commercial kitchen buildouts at lower cost than full restaurants but higher volume.

3. Restaurant-to-New-Concept Conversions

The ~15% closure rate means hundreds of former restaurant spaces need renovation for new tenants. This is the biggest near-term opportunity: landlords and new operators need GCs to convert spaces quickly.

4. Food Hall & Multi-Vendor Developments

Atlanta has seen growth in food hall concepts (Chattahoochee Food Works, Politan Row, Krog Street Market). These are complex, multi-tenant buildouts that command premium GC fees.

5. DeKalb County & East Atlanta Growth Corridor

Significant development activity along Memorial Drive, Decatur, and the Clarkston/Stone Mountain corridor. Craig's existing DeKalb County school system relationship gives Capcon credibility in this geography.

📍 Key Growth Areas in Metro Atlanta

Hot Zip Codes for Restaurant Construction

AreaActivity LevelOpportunity Type
Midtown / West MidtownHighNew concepts, conversions, food halls
East Atlanta / KirkwoodHighIndependent restaurants, adaptive reuse
Decatur / OakhurstMedium-HighFast-casual expansion, conversions
Alpharetta / Johns CreekMedium-HighFranchise buildouts, strip mall restaurants
BuckheadMediumUpscale dining, renovations
South DeKalb / StonecrestGrowingQSR chains, community anchor restaurants

These are specific activities Jarel can execute with his available capacity to help Capcon generate new business opportunities. Each activity is designed for VA execution with minimal Craig involvement.

🎯 Lead Generation Activities

1. Government Contract Monitoring

Jarel monitors these portals daily and flags matching opportunities:

  • SAM.gov — Federal contracts for commercial construction in Georgia
  • Georgia DOAS — State procurement for construction services
  • DeKalb County Purchasing — Leverage existing school system relationship
  • Fulton County / City of Atlanta — Municipal construction bids
  • Georgia DOT — Transportation-adjacent construction

VA Time: 30 min/day | Expected Output: 3-5 qualified opportunities/week

2. Restaurant Group Outreach

Build and maintain a database of restaurant groups and franchise operators in metro Atlanta, then execute systematic outreach:

  • Research restaurant groups with 3+ locations (expansion likely)
  • Monitor commercial real estate listings for new restaurant leases
  • Track restaurant permit applications through DeKalb/Fulton County
  • Send personalized introductory emails with Capcon's restaurant portfolio
  • Follow up systematically (Day 3, Day 7, Day 14 cadence)

VA Time: 1 hr/day | Expected Output: 10-15 outreach touches/week

3. Commercial Real Estate Broker Network

Restaurant buildouts often start with a lease. The broker knows before anyone else. Jarel builds relationships with CRE brokers who handle restaurant/retail spaces:

  • Identify top 20 CRE brokers handling restaurant spaces in metro ATL
  • Send introduction emails positioning Capcon as the go-to restaurant GC
  • Monthly check-in emails: "Any new restaurant tenants needing buildout?"
  • Track broker interactions in CRM

VA Time: 2 hrs/week | Expected Output: Referral pipeline within 60 days

📱 Social Media & Digital Presence

4. LinkedIn Presence (Quick Wins)

Craig doesn't need to become an influencer. Just visible and credible. Jarel handles everything:

  • Week 1: Optimize Craig's LinkedIn profile (headline, about, featured projects)
  • Week 2: Create Capcon company page with project photos
  • Ongoing: Post 2x/week — project completion photos, team highlights, industry insights
  • Engagement: Comment on posts from restaurant groups, developers, CRE brokers
  • Connection requests: 10-15/week targeting Atlanta restaurant owners and developers

VA Time: 3-4 hrs/week | Expected Output: Professional presence within 30 days

5. Google Business Profile & Reviews

A free, high-impact move. When restaurant owners Google "commercial contractor Atlanta," Capcon needs to appear:

  • Claim/optimize Google Business Profile with project photos, services, hours
  • Request reviews from past clients (email template + follow-up sequence)
  • Respond to all reviews professionally
  • Post weekly updates (project milestones, team photos)

VA Time: 1 hr/week | Expected Output: 5-10 reviews within 90 days

6. Portfolio Website / One-Pager

Craig sends a lot of proposals. A simple portfolio page with completed restaurant projects, testimonials, and contact info gives credibility instantly. OA can help build this.

VA Time: One-time 4-6 hrs to build | Impact: Professional credibility for every outreach

🔔 Networking & Relationship Activities

7. Industry Association Engagement

  • Georgia Restaurant Association (GRA) — Membership, events, sponsor visibility
  • AGC Georgia (Associated General Contractors) — Networking, bid boards
  • NAIOP Atlanta — Commercial real estate developers network
  • Atlanta Commercial Board of Realtors — CRE broker connections

Jarel researches events, registers Craig, prepares talking points, and follows up with contacts met at events.

8. Past Client Reactivation Campaign

Craig has built his business on relationships. Jarel can systematically mine that network:

  • Build database of all past clients (restaurant owners, developers, property managers)
  • Send "checking in" emails with recent project highlights
  • Ask for referrals specifically: "Know anyone building or renovating a restaurant?"
  • Schedule quarterly touchpoints to stay top-of-mind

VA Time: 2 hrs/week | Expected Output: 1-2 warm referrals/month

🎯 Comprehensive VA Services Catalog

OA has prepared a detailed strategic advisory document covering 9 operational areas where Jarel can add value across both Capcon and Rexo Systems. This includes revenue generation, communications management, financial administration, project delivery, and brand/marketing.

📄 View Full Report 📄 Version 2
💡 Key Strategic Themes

1. Shift from Reactive to Proactive Business Development

Capcon has historically relied on relationships and word-of-mouth. While those are valuable, they're unpredictable. The growth playbook activities create a systematic, repeatable pipeline that runs in the background while Craig focuses on project delivery.

2. Leverage the DeKalb County Relationship

Craig's GC-of-record status with DeKalb County Schools is a powerful credential. Use it as a trust signal in all outreach: "Trusted by DeKalb County School Systems" carries weight with other government entities and commercial clients.

3. Restaurant Specialization Positioning

Instead of being a "general commercial contractor," position Capcon as "Atlanta's Restaurant Construction Specialists." Specialization commands premium pricing, generates referrals within the restaurant community, and makes marketing messaging clearer.

4. Technology-Enabled Operations (Connor + Jarel)

Connor's Airtable/n8n automation work combined with Jarel's daily execution creates a powerful operational foundation. Once Airtable is live, Capcon will have visibility into their entire project pipeline, financials, and business development activities in one place.

5. Scalable VA Team Model

As business development activities generate results, Capcon can scale to a second VA focused purely on business development while Jarel handles operations. This is the OA model: start with one, prove value, then build a team.

✅ 60-Day Review: Resolved & In Progress

Action Items from 60-Day Touch Base

  • ✅ Daily check-ins between Jarel and Craig established
  • ✅ Communication framework improved (calls for urgent, texts for quick updates)
  • ✅ Quo platform configured and adopted
  • ⏳ Weekly structured knowledge transfer sessions with screen sharing
  • ⏳ SOP and workflow development (ongoing, ~30% complete)
  • ⏳ QuickBooks Online full access (pending Craig/Connor)
  • ⏳ Airtable integration (go-live July 1)
  • 📅 90-day touch base scheduled: July 7, 2026

📋 OA Playbook

The master playbook for Capcon's OA engagement. Contains team contacts, tools/tech setup, 90-day game plan, SOPs, and strategic notes.

🔗 Open Playbook

📈 Strategic Advisory — VA Services Catalog

Comprehensive multi-entity operational blueprint covering Capcon and Rexo Systems across 9 service areas.

📄 Full Report 📄 Version 2

💼 Client Onboarding Document

Original onboarding materials and engagement setup documentation.

🔗 Open Document

📊 Weekly Performance Reports

Visual weekly reports on Jarel's activities, hours breakdown, and deliverables.

🔗 View Reports (Canva)

💻 HubSpot Client Record

Full CRM record with all engagement history, notes, meetings, and deal information.

🔗 Open in HubSpot