What Dolphin Consulting does

Dolphin Consulting is a privately-held, founder-led consulting and technology services firm headquartered in Austin, Texas, specializing in two adjacent practice areas: MEP (Mechanical, Electrical, and Plumbing) contractor enablement, and general operations and sales consulting for small and mid-sized businesses. The firm was founded by Greg Davis, an engineer, entrepreneur, economist, and data scientist who previously co-founded TSI (sold to Applied Software) and Building-Data (sold to Trimble), and who is a five-time Inc. 5000 member and host of the Challenge Assumptions Podcast.

The company's core products and services include implementation and training for Autodesk fabrication products (ESTmep and RevitMEP), Lean Manufacturing / fabrication process mapping for MEP contractors, MEP Analytics (analyticsmep.com), Sales Data Science, and Operations & Go-To-Market consulting. Its flagship productized offering is the Sales Builder System™, a sales training methodology incorporating the 'Belief over Brand' framework and 'Science of Closing' workshop. The firm holds Autodesk Authorized Developer Network status, Microsoft Certified Partner status, and Solution Selling certification, and ships proprietary Excel-based reporting tools for ESTmep recap analysis, labor, and markup calculations.

Dolphin Consulting operates a direct, sales-led go-to-market model with quote-based, multi-year professional services engagements. Pricing is not publicly disclosed. Customer acquisition is supplemented by a community-led content engine — a blog, the Challenge Assumptions Podcast, and organic social presence on Facebook, Twitter, and LinkedIn — targeting MEP, HVAC, construction, and service business audiences. The firm serves USA / North America only, with founder references to 'six continents' of prior sales organization experience. No public revenue, headcount, or funding data is disclosed.

Name

Dolphin Consulting

Legal name

Dolphin Consulting

Website

https://dolphinconsulting.org

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Management Consulting

NAICS

Other Management Consulting Services (541618), Management Consulting Services (54161), Custom Computer Programming Services (541511)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Operations & Process Improvement Consulting (BPAHACAB)

akta.pro secondary industries

Customer, Marketing & Sales Consulting (BPAHACAG), ERP, CRM & Enterprise Applications Consulting (BPAHAEAI)

Keywords

• MEP consulting services
• Operational consulting
• Sales training programs
• BIM implementation services
• Business growth consulting

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D

Revenue model

1. Operational Consulting Services: Consulting engagements focused on process change, technology adoption, and sales/marketing growth for small and mid-sized businesses. Services include operational overhauls, profit improvement strategies, and business valuation positioning.
2. MEP Contractor Services: Specialized consulting for MEP contractors including ESTmep implementation, RevitMEP implementation, and fabrication process mapping services.
3. Sales Training Programs: Training services including the Science of Closing workshop and Sales Builder System methodology training for sales teams.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels6 records

Core offering

Dolphin Consulting delivers operational consulting, sales training, and BIM software implementation services primarily for MEP (Mechanical, Electrical, Plumbing) contractors and small-to-mid-sized businesses. Offerings include ESTmep and RevitMEP implementation, manufacturing process mapping, the Sales Builder System methodology, and operational overhauls focused on profit improvement and business growth.

Product overview

Dolphin Consulting offers a portfolio of consulting services and software implementation solutions for the MEP (Mechanical, Electrical, Plumbing) construction industry and broader small-to-mid-sized business market. The core offering includes Sales Builder System™ (a sales methodology and training system) and Operations Consulting, supplemented by specialized implementation modules for Autodesk fabrication products (ESTmep, RevitMEP), analytics services, and Lean Manufacturing process mapping. The products work together as a comprehensive consulting toolkit: the Sales Builder System addresses sales growth and team effectiveness, Operations and Go To Market Consulting drives process optimization, and the MEP-specific modules (ESTmep Implementation, RevitMEP Implementation, Manufacturing Process Mapping, MEP Analytics) help mechanical contractors leverage BIM technology and streamline fabrication workflows.

Differentiator

Problem solved

Functional benefit

Products and services

• Sales Builder System A proven sales methodology and training system for sales-focused organizations, helping teams become more efficient, impactful, and effective. Built on principles of belief-driven selling and the science of closing, it teaches techniques for invoking positive emotional responses in sales interactions.
• Operations and Go To Market Consulting Consulting services for process change, technology adoption, and growing sales and marketing footprint for mid-sized businesses. Focuses on process- and metric-driven management to help owners scale companies and improve profits.
• ESTmep Implementation Implementation services for MEP contractors adopting Autodesk Fabrication ESTmep software, including database setup, custom Excel-based reporting tools for equipment recap, labor analysis, PVF cost tools, and final summary markup.
• RevitMEP Implementation Implementation and consulting services for MEP contractors adopting RevitMEP for design, collaboration, and fabrication workflows. Includes training on fabrication process mapping and BIM collaboration.
• Manufacturing Process Mapping Lean Manufacturing consulting for MEP contractors, including spooling selection, process consistency automation, purchasing optimization, and CAD model annotation requirements to drive continuous improvement.
• Sales Data Science Data analysis services focused on improving profit margins through operational optimization rather than increased marketing spending, leveraging a data-science approach to sales performance.
• MEP Analytics Analytics services specifically designed for MEP (Mechanical, Electrical, Plumbing) contractors to drive data-informed decision making and operational improvements.

Quantifiable outcome

• Improved profits in the millions for mid-sized businesses
• +1 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Five partnerships are on record, tiered core and major.

• Autodesk (ADN Authorized Developer)coreTechnology or IntegrationAutodesk Developer Network (ADN) Authorized Developer status, indicating certified development partnership for Autodesk products including Revit and Fabrication ESTmep.
• Microsoft (MCP Certified Partner)coreTechnology or IntegrationMicrosoft Certified Partner (MCP) status indicating technology partnership and certification in Microsoft solutions.
• Solution Selling CertifiedcoreTechnology or IntegrationSolution Selling methodology certification indicating sales process expertise and methodology partnership.
• Applied SoftwaremajorStrategic or Co-development PartnerGreg Davis co-founded TSI which was sold to Applied Software. Strong relationship with Applied Software leadership in the MEP technology space.
• TrimblemajorStrategic or Co-development PartnerBuilding-Data LLC, co-founded by Greg Davis, was acquired by Trimble. Maintains relationships with Trimble and Building Point leadership.

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• IMC (International Management Consulting): Mid-market operations and process improvement consultancy serving SMB owners. Comparable to Dolphin's Operations Overhaul service in targeting profit improvement, process change, and growth strategy for small and mid-sized businesses.
• Sandler Training: Global sales training and consulting franchise built around a proprietary methodology. Directly comparable to Dolphin's Sales Builder System™ in offering structured, methodology-driven sales training for SMB and mid-market organizations.
• Applied Software: Autodesk-focused construction technology reseller and implementation firm that acquired Greg Davis's prior company TSI. Directly comparable as an MEP/construction-tech implementation partner, including ESTmep and Revit deployment services.
• Building Point (Trimble): Trimble-owned distribution and implementation network for MEP and construction technology. Directly comparable to Dolphin's ESTmep/RevitMEP implementation and BIM services, especially given Greg Davis's prior Trimble/Building-Data relationship.
• Solution Selling Inc. Sales methodology firm that licenses the Solution Selling framework — Dolphin holds Solution Selling certification. Comparable as a competitor in the structured B2B sales methodology and training market.

Broad incumbents

• Dale Carnegie & Associates: Established sales training and professional development firm with a global franchise network. Comparable to Dolphin as a methodology-based sales training provider targeting sales leaders, though with a broader leadership curriculum.
• Trimble Inc. Large public construction-technology platform that acquired Greg Davis's prior company Building-Data. A broad incumbent operating across MEP, BIM, and construction workflows that competes for the same type of integration and advisory engagements as Dolphin.
• McKinsey & Company: Global management consulting firm covering operations, sales, and organizational performance. Comparable as a broad incumbent offering the type of process and operational improvement advisory that Dolphin delivers at a much smaller scale.

Others

• Autodesk: Vendor of Revit and Fabrication ESTmep, the core products on which Dolphin's MEP implementation practice depends. Not a direct competitor but a strategic enabler whose channel-partner dynamics shape Dolphin's service economics.

Regional players

• Service Performance Training (SPT): Sales and service training provider focused on the trades and home services verticals including HVAC. Comparable to Dolphin's HVAC/service-business sales and operational consulting segment, primarily serving U.S. markets.

Market position

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/dolphintechatx
• Facebookfacebook.com/DolphinConsulting.org
• LinkedInlinkedin.com/company/dolphin-consulting-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Dolphin Consulting