a smarter approach to building and remodeling

Design - Build – Remodel

A Smarter Approach To Building And Remodeling

Business Development System

Presenting Our

KEY COMPONENTS:

6. PRODUCTION

7. RETENTION

8. PERSONNEL

9. LEGAL

10.FINANCIAL

A successful building or remodeling company relies on

Ten Key Components for Success:

1. MARKETING

2. DESIGN

3. ESTIMATING

4. SALES

5. HAND-OFF

An All-In-One INBOUND MARKETING platform that attracts your IDEAL CUSTOMERS, brings in QUALITY LEADS and gets your phone ringing

DESIGN BUILD methods to STOP competing on price - NO MORE free estimates

An ESTIMATING system to quickly create more accurate estimates at HIGHER MARGINS

A proven process that will INCREASE SALES, eliminate your competition and WIN MORE JOBS

A highly effective process that SEAMLESSLY TRANSITIONS projects and clients from SALES TO PRODUCTION

PROJECT MANAGEMENT processes that boost PRODUCTIVITY and ensure PROFIT

A systems approach to HAPPIER CUSTOMERS and ultimately more REFERRALS

Effective HIRING procedures and strategies for efficient ONBOURDING that enable you to build and expand YOUR TEAM to meet the demands of your GROWING BUSINESS

BUSINESS MANAGEMENT procedures that enabling you to build a solid LEGAL FOUNDATION that keep you and your business protected.

FINANCIAL tools to increase CASH FLOW and enable STABLE GROWTH

A STRATEGICALLY DESIGNED BUSINESS that provides an experience your EMPLOYEES will embrace and your CUSTOMERS will love that you’ll be PROUD OF, every time.

HERE IS WHAT YOU GET:

Uncover your bold claim, with our Contractor Marketing Action Plan

An accelerated branding solution that positions your business for exponential growth.

Discover your why: Customers don't buy what you do, they buy why you do it. We will discover the "Why" behind your business to drive more sales and increase revenue.

Consistent Brand Message: Having a pretty logo and a nice color scheme is great but it is what you say and how you say it consistently across all platforms so your prospect are getting the same consistent message no matter where they find you. Every successful company needs a solid positioning statement and high-level brand message to grow and scale. Our Brand Optimization takes this concept one step further by delivering a refined brand platform that provides consistency across your culture, your content and your creative.

Create Passionate Customers: An accelerated branding solution that builds passionate, devoted customers who mean more than just repeat business; they're loyal brand fans who will continue to purchase from you over anyone else.

Marketing Services1. Branding Design2. Brand Establisher3. Strategic Marketing

Message Action Plan

MARKETING

BRAND DEVELOPMENT

ROI driven solutions to grow your business.

We give you a clear roadmap that optimized your customer buying experience and delivers ROI.

A Marketing + Sales Plan to Grow Your Business: We will identify your business goals and challenges, to develop a plan to generate traffic, convert more leads, drive sales and ultimately grow your business.

Understand Your Ideal Customer: Get the highest return on your marketing investment by targeting the right people. We will help you identify which personas will drive the best results for your business and develop a plan to capture this revenue.

Sales-Ready' Digital Presence: Create clearly defined conversion paths to align your entire digital presence with the sales funnel and understand how your ideal customers move through the buying experience.

Marketing Services1. Marketing & Sales Plan2. Buyer Insight Process3. Inbound Strategy & Plan4. Website Audit Report5. Keyword Research6. Competition Analysis

MARKETING

DIGITAL ONBOARDING

Meet the newest member of your Sales Team.

A personalized web experience that is designed to become a lead generation machine.

A Sales Lead Generation Machine: Built to do the work for you, your sales-ready website will transform your standard web presence into a fully-optimized powerful lead generation tool that is designed to deliver the right customers for your business.

Individualized Analytics: Your website will actually make a difference on your bottom-line! You can measure precisely how your website is performing at all levels of the funnel. You will have complete visibility into what is truly driving business results.

All-in-One Platform: Your sales-ready website will seamlessly integrate with every aspect of your marketing and sales program. Your website does the qualifying for you, educating and nurturing your leads all the way through the marketing and sales funnel.

Marketing Services1. Web Design2. Content Marketing3. Conversion Optimization4. Lead Magnet5. Auto-Responder Sequence

MARKETING

SALES-READY WEBSITE

Generate + nurture the right customers.

Generate qualified prospects to your business and seamlessly convert them into leads.

Lead Generation through Education: Inbound marketing provides the unique opportunity to generate quality leads through relevant content that educates your prospects and pulls them through the sales funnel.

Add Value to the Buying Experience: With inbound marketing, we flip the traditional buying experience on its head by providing valuable and actionable insights that naturally lead to increased conversion rates.

Next Generation Customer Relationship: Create a remarkable inbound experience by delivering content that actively engages and delights your customers, and turns them into loyal champions who will happily promote your business.

Marketing Component Services1. Search Engine Optimization2. Social Media Marketing3. Content Marketing4. Email Marketing5. Video Marketing6. Image Marketing

MARKETING

INBOUND MARKETING

INBOUND MARKETING continued…

Marketing Services1. All In One Hubspot Platform

MARKETING

Attract+ convert the right customers.

With our inbound marketing services, we help you attract the leads that are the right fit for your business; creating long-term, loyal customers that help you grow and scale.

Attract: Not all traffic is created equal. Our inbound marketing strategies focus on generating the right traffic to your website through relevant and targeted content. By leveraging tools such as blogging, social media promotion and persona-driven keywords, we help you attract the type of traffic that turns into leads.

Convert: Your company's success relies on understanding who your ideal customer is and what challenges they face. With clearly defined buyer personas and key messages you know will resonate, we can effectively use marketing and sales to move them through the funnel. We're not just helping you close more customers, we're helping you create loyal and passionate customers who will continue to buy from you and help you grow.

INBOUND MARKETING continued…

Marketing Component Services1. All In One Hubspot Platform

MARKETING

Close + engage the right customers.

Inbound Marketing Turns Strangers Into Happy, Loyal Customers.

Close: In order to close the type of customers that will grow your business, it's essential that your marketing and sales teams are aligned. Marketing will focus on building email nurturing workflows that further qualify those prospects so that sales can more effectively move them through the funnel and create an inbound buying experience that delivers happy customers.

Engage: It's important to develop strong and lasting relationships with your customers as they are your most loyal fans and biggest promoters. Inbound marketing brings everything full-circle with engagement strategies designed to position your business as a resource for your customers, gets them excited about your offerings and keeps them coming back for more.

MARKETING & SALES AUTOMATION

MARKETING

Offer + nurture customers with marketing & sales automation.

Provide customers an enticing yet useful offer, gather qualified leads, automatically nurture through education, guide them through the buying process, all while establishing trust.

Lead Magnet: Provide your website visitors and potential customers with Check-lists, eBooks, & other downloadable materials in trade for their contact info. Give the information they need and eliminate your competition in the process.

Nurture: Stay front of mind and brand your company as an industry expert and the only company you’re the customers should work with by providing your leads with educational content through Email and Social Media.

Automation: 3, 6, & 12 month Email Auto Responder sequences. Written by a expert construction industry copywriter. Customized for your company with your branding, your message, and updated for your region.

Marketing Services1. All In One Hubspot Platform2. Inbound Marketing

Consulting Components1. Software Suite Set-up2. Marketing3. Sales

LIFECYCLE MARKETINGMarketing Services1. Identify Lifecycle Stages2. Develop a Content Road

Map3. Conversion Optimization4. Email Marketing5. Metrics & Analytics

MARKETING

Continue to provide value and engage users through their entire lifecycles.

Be in the right place, at the right time, with the right message.

Focus on the Entire Customer Experience: Focuses on the entire customer experience from first touch all the way through to customer acquisition and retention. We will help you plan and execute email communication for the entire funnel, not just the initial sales process.

Nurture Leads and Convert Them to Customers: We help you convert your website leads into customers. Our process moves individuals through the funnel via email and inbound best practices.

Establish Key Performance Indicators: We will work with you to identify your business goals—such as increasing # of leads, type of leads, conversion rates—and how lifecycle marketing efforts contribute to them. To measure your success, we will collaborate on the KPIs to keep an eye on and track them.

Create a better buying experience for your customers?

Stop giving free estimates, eliminate your competion in the process, and provide more value to your customers.

Stop Giving Free Estimates: Offering design as a service of your building and remodeling company allows you to bring more clients and earn their trust in the process. It is far easier to close the design agreement then the remodel contract.

Eliminate Your Competition: Our Project Design and Development Process and Stages becomes a sales tool that will attract new clients and eliminate your competition.

Provide A Better Building Experience: System includes templates, strategies, processes & procedures customized for your company that will help you market, sell, close, and delight your customers.

Close Higher Valued Clients: The Design Build project delivery system allows you to provide a One Stop Shop for your clients enabling your company to cater to high end clients and projects.

DESIGN

DESIGN BUILD SYSTEMSConsulting Components1. Marketing2. Design3. Sales4. Estimating5. Legal

DESIGN BUILD METHODSDesign Agreements that are built for sales

A complete process from marketing to construction contract closing.

Design Agreements: Utilize design agreements that sell but also allow the customer buy and get paid higher design fees.

Systems: Sales processes, pre-qualification strategies, and meeting presentations procedures to help you close more customers and win bigger jobs.

Templates: Email templates, call scripts, sales meeting procedures, and marketing and sales materials.

Processes and Procedures: Step by step training on how to market, sell, close, and delight your customers on the design build method of project fulfillment.

Accurate Estimating Starts With Good Plans: A unique process that produces more accurate estimates and ultimately leads to a better presentation and more sales.

DESIGN

Consulting Components1. Marketing2. Design3. Sales4. Estimating5. Legal

ACCURATE ESTIMATING SYSTEMS

ESTIMATING

An accurate estimate is the first step in selling and building a profitable job..

Our systems can be use with most estimating software including Excel. They are easy to use so you can create your estimates quickly and easily which will allow you to spend more time running your business and less time behind a keyboard crunching numbers.

Create Estimates In Minutes: Creating your estimates in minutes not hours. Even create or edit estimates while in the field with our prebuilt job templates.

Professional Proposals: Build accurate estimates, create professional proposals, accept or decline alternates, use allowances that integrate with project management system and easily customize and close deals the on the spot.

Customized Cost Data: Get region-specific material and labor prices customized for your business, so you can be confident that you’ve got accurate estimates. Utilizing the top three national construction cost Databases.

Consulting Components1. Marketing2. Design3. Sales4. Estimating5. Legal

ESTIMATING PROCESSES & PROCEDURES

ESTIMATING

You make the money when you sell the project and procure it through production.

By implementing our estimating processes and procedures you will have an estimating method that if employed the same way every time, will provide highly accurate estimates that are equal to actual costs.

Project Specifications: Use custom parts and assemblies with sales enabled descriptions that are contract ready. Easily customized for your business.

Powerful Templates: Know your projects have every part you need, every time by using our project templates. Once implemented you can quickly customize for each specific job by removing parts, changing pricing, or adding parts.

Change Orders: Cover your but and never lose money from unexpected changes. Clearly outline alternate prices, with a detailed CO process keeps customers happy and secures your profit.

Track Labor Hours: Easily total and transfer labor hours for each project phase, quickly create project schedule, and accurately report job labor cost.

Job & Cost Tracking: Cost codes connect estimate, budget, PO’s, schedule, time clock, all integrated with project management and accounting software.

SALES ENABLEMENTSales Component Services1. Integrated CRM2. Sidekick3. Email Marketing Templates4. Call Scripts5. Sales Presentations6. Metrics & Analytics

SALES

It's time for sales to go inbound.

Arm your sales team with the tools they need to turn qualified prospects into happy customers.

Continue the Inbound Experience: The inbound experience doesn't end with your marketing team. In today's age of buying, the sales experience must also be remarkable to grow your business.

Build Trust with Every Lead: Don't be that stereotypical salesperson who says anything to close the deal. We will help you educate, empower, and ultimately build trust with your leads, resulting in more wins.

Deliver at the Right Time: By leveraging the right content, with the right leads, at the right time, your team can maximize their impact and take your leads from awareness, to evaluation, to purchase.

SALES AUTOMATION SYSTEMSales Component Services1. Training 2. Coaching3. Consulting4. Templates5. Systems6. Strategies7. Processes8. Procedures

SALES

A systems approach to sales and closing.

Shows up for the sales call where your prospect believes that you’re already the obvious choice to do business with. Your competition won’t stand a chance. Close more leads and sell more profitable jobs in less time.

Phone Scripts: Provide your prospects a positive feeling while gather necessary information for pre qualification. The prospect will know from the first call that you are clearly the company of choice.

Email Templates: Get your prospects to say to themselves; "I would have to be nuts to choose another company ... regardless of price!"

Follow-up Sequences: Start landing more jobs at higher margins and that means you make more money without doing more work.

SALES MEETING PROTOCOLSales Component Services1. Training 2. Coaching3. Consulting4. Templates5. Systems6. Strategies7. Processes8. Procedures

SALES

These tools will blow your competitors out of the water.

When you do the right steps in the right order with the right tools you're going to eliminate the competition and become the clear contractor of choice.

10 Step Sales Process: Step-By-Step Prospect Meeting Training including Script that will put you over the top.

Overcoming Objections: Making small changes in the way you say things will lead to a lot more closing success.

The Prospect Meeting: What to say, what not to say and what to DO to make your company the obvious choice for the job.

Presentation Binder: This powerful tool will make your competitors look like amateurs with its step-by-step process on how to get to YES!

Client Portal Preview: Step by step process for presenting your Client Project management Portal which becomes the most powerful one-two punch in the Contracting and Service industries.

CLIENT PORTAL PREVIEWSales Component Services1. Training 2. Coaching3. Consulting4. Templates5. Systems6. Strategies7. Processes8. Procedures

SALES

The tools you need to feed information hungry customers.

Keep the joy in your business by serving happy customers who get the information they want, who have an experience they’ll love, and who catch the irresistible urge to refer others.

Ultimate Sales Tool: Prove to skeptical prospects how you’re better and increase your sales conversions by standing apart from your competitors.

Contract Acceptance: A system that makes it hard for you prospects to say no. Effectively present your proposal, easily

gather signatures, and close the construction contract.

Boost Client Referrals: Give clients what they want when they want it: organized and accessible, selections, costs, photos, conversations, and more keeps clients happy and your phone quiet.

Procedures to transition from sales to production.

A thorough system to facilitate the hand-off from sales to production that produces projects in a way that maximizes profits while enhancing your customers remodeling experience.

Pre Construction Meeting: A complete system with meeting outline to get your entire team on the same page.

Production Packet: A system that empowers your sales team to produce a complete packet of information with clear instructions for your production team.

Check Lists: Tools to get and keep your entire team including each of the necessary departments on the same page. Sales checklists, Design checklists, Production checklists, and Administrative checklists.

Hand-off

SALES TO PRODUCTIONHand-off Component Services1. Training 2. Coaching3. Consulting4. Templates5. Systems6. Strategies7. Processes8. Procedures

An efficient, well run production department.

This is where the rubber meets the road. Manage your team to consistently deliver predictable results on every project: Keep the three major promises to your customers: On time, on budget, with a happy client.

Project Management Made Easy: To be successful you must have an efficient, well run production departments. We make it easy for your team to build productively.

Keeping it On Time: Maintaining a production schedule is the key to both profits and client satisfaction.

Keeping it On Budget: Give your production team the systems, tools, etc. they need to produce the project within the estimated costs and on budget. Do this and everyone wins.

Happy Clients: Set your company apart from your competitors and drive referrals and profits for years to come.

PRODUCTION

PROJECT MANAGEMENTProduction Component Services1. Coaching2. Training 3. Consulting4. Templates5. Systems6. Strategies7. Processes8. Procedures

The tools you need to feed information hungry customers.


Sales Tool: Prove to skeptical prospects how you’re better and increase your sales conversions by standing apart from your competitors.



Boost Client Referrals: Give clients what they want when they want it: organized and accessible, selections, costs, photos, conversations, and more keeps clients happy and your phone quiet

PRODUCTION

CLIENT PORTALProduction Component Services1. Coaching2. Training 3. Consulting4. Templates5. Systems6. Strategies7. Processes8. Procedures

SELECTIONS PROCESS MADE EASY

PRODUCTION

Help your clients make the right selection decisions, on-time.

Make the selections process simple, fun, and flexible for your clients. Get decisions on-time, accurately track financials, keep a solid paper trail and boost sales with our selections templates.

Quickly customize projects: Easily add templates for applicable products to the project and bring order to the chaos of the selections process without stifling the creative flow.

Everything clients need: Provide specifications, product descriptions, product files, links to product website, product warranty info, & pricing all in one place.

On track and on time: When clients know what choices come next you get the decisions you need when you need them based on the project schedule.

Allowances & Change Orders: Integrate selections with allowances and client choices immediately update the price, budget, and projected cost for easy change orders.

Production Component Services1. Coaching2. Training 3. Consulting4. Templates5. Systems6. Strategies7. Processes8. Procedures

MANAGE PROJECT COSTS

PRODUCTION

Always know your numbers.

Know exactly where you stand at all times, on all phases of the projects, per category and procure those profits margins you work so hard to create.

Cost Codes: Automatically kill two birds with one stone by setting up specs and selections with proper cost codes builds budget values.

Budgets: Project budget updates itself as client makes selection choices.

Project costs: Always know the latest projected costs based on real-time data from budgets, revised budgets, and actuals with no manual number crunching.

Easy Sharing: Share info with clients quickly and easily only showing what you want them to see.


PROJECT SCHEDULES

PRODUCTION

Get more done, on more projects, more easily

Make schedules work for you, and not the other way around. Save phone time, prevent unpleasant surprises, and cut your completion times with scheduling system you’ll actually use.

Easily run your company: Manage all of the activities, on all of your projects, company-wide.

Accountability: Built in alerts and reminders keep your team and trades on track and makes life easier in the process.

Adjust quickly: With To Do’s, Meetings, Messages, Selections, Payments and so much more attached to the schedule easily adjust and other tasks update automatically.

Get started fast: With our project schedule templates you can be off to the races in no time at all.


SINGLE-ENTRY ESTIMATING

PRODUCTION

Stop entering information from one system to another

Create your estimate, and automatically build your specs and selections at the same time – slashing one of the most time-intensive parts of taking on a new project, while cutting mistakes.

Enter it just once: End the double-entry between systems and spreadsheets, by tying your estimate to your specs, selections, budget, and QuickBooks.

Be the first to submit your bid: Create better estimates, faster, by using templates to build your estimate, including advanced configuration for profit, taxes, contingency, and more.

Boost profits: Your estimate data flows to the budget, alongside your QuickBooks data, for showing actuals and projected cost-to-complete, so you can proactively manage your margins.

Save time with quick editing: Make your updates faster with a keyboard-friendly design and the ability to edit cost items from both the estimate and the selection sheet.


TRACK CHANGE ORDERS & EXPENSES

PRODUCTION

Change orders & expense tracking show clients where things stand -- and ensure you get paid

Change orders should bring you profits – not headaches. Easily create and approve COs online, and then automatically get paid upon approval.

Painlessly create change orders: Turn selection overages into change orders or create new ones from scratch with a few clicks.

Get signoffs easily: Secure, online signoffs for clients keeps your project moving forward.

Manage fixed-price and open-book jobs: Regardless of your project’s financial structure, clients see exactly where they stand.


SHARE PHOTOS & FILES

PRODUCTION

Getting the right info, to the right people, at the right time is critical to effective project management.

All your project photos and files in one place.

Stay organized: Attach files to selections, change orders, and more to keep information in the right place.

Keep your data safe: Choose which files are shared with clients, trades, or just your own team.

Get what you need from anywhere: View files and upload photos on-the-go .

Share on online: Generate more leads when clients automatically share progress photos with friends, complete with your company’s name on the album.


STREAMLINE BIDDING

PRODUCTION

A bidding process that works for you – not the other way around

Make detailed bid requests, trade communication, bid awards, and estimate updates fast and accurate.

Create detailed bids in minutes: Spec, selection, and estimate data flows right to your bids to create detailed, accurate requests without double-entry.

Cut your bidding time in half: Sending templated notices & share your latest files and bid details to everyone at once.

No waiting on trade contractors: With a single click, trades can tell you if they plan to bid, and they’ll get automatic reminders as the due date approaches.

No more double-entry: Once you select the winning bid, one click pushes your bid numbers right to your estimate.


EFFORTLESS PROPOSALS

PRODUCTION

Give prospects their first – and best – proposal

With everything in one place you can win more jobs by instantly generating proposal documents.

Close more jobs: Increase your closing rate by being the first to submit your proposal, since the first to respond is more likely to land the job.

Wow your prospects: Impress your information-hungry prospects by giving them the most complete, detailed proposal among your competitors – with no extra effort from you.

Save time bidding: When you increase your lead-to-sales conversion rate, you save time allowing you to sell more with less effort.


PAYROLL MANAGEMENT

PRODUCTION

Stop headaches for your field team and bookkeeper with time clock.

Automatically track payroll when employees punch in per job and tag the task they are working for easy job costing.

Know what your people are doing, NOW: View the live feed of everyone who is clocked in, including the job and activity.

Keep your field team happy: Make life easier for your field employees with quick clock-in/clock-out from web or mobile without extra apps or spreadsheets.

Save on payroll: Pay for the time employees actually log, not what they “remember” to write on their time sheets

Keep your bookkeeper sane: Real-time reporting, filtering, and exporting makes timesheet management easy


Know what happened in the field today with Daily Logs

Keep an accurately schedule staying in the know by making it easy for your field team to log what happened on a day to day basis.

Save time in production meetings: Save valuable meeting time by viewing the daily history for one job or viewing everything that happened on a day across all of your projects

Automatically Keep Clients Informed: Let your clients know about progress, with no extra effort, by choosing which log notes they can see

Spot Trends Over Time: With custom flags, you can easily report on issues like late subs and missing orders to spot recurring issues on projects

Quickly Enter Updates: Team members in the field can input log notes via the mobile app in seconds by typing or using voice-to-text

PRODUCTION

TRACK JOBSITE ACTIVITY & PROGRESSProduction Component Services1. Coaching2. Training 3. Consulting4. Templates5. Systems6. Strategies7. Processes8. Procedures

“If the clients ain’t happy, ain’t nobody happy”


Sales Tool: Prove to skeptical prospects how you’re better and increase your sales conversions by standing apart from your competitors.



Boost Client Referrals: Give clients what they want when they want it: organized and accessible, selections, costs, photos, conversations, and more keeps clients happy and your phone quiet

PRODUCTION

IMPROVE CLIENT COMMUNICATIONProduction Component Services1. Coaching2. Training 3. Consulting4. Templates5. Systems6. Strategies7. Processes8. Procedures

Stop double-entry and cut mistakes with accounting integration

Bring your systems together, stop mistakes, and save time by automatically pushing and pulling key information from your accounting system.

End budget double-entry: Always know your up-to-date spending and projected costs with automatic data pulls from QuickBooks

Create accurate invoices: Always create clear, consistent client invoices by automatically transferring change order details and pricing for you

Job & Cost Tracking: Cost codes connect estimate, budget, PO’s, schedule, time clock, all integrated with project management and accounting software.

PRODUCTION

ACCOUNTING SYSTEM INTEGRATIONProduction Component Services1. Coaching2. Training 3. Consulting4. Templates5. Systems6. Strategies7. Processes8. Procedures

Never let your To-Do’s fall through the cracks

Keep little glitches from blowing up into big problems with drop-dead simple to-do.

Get all of your tasks on ONE list: All of your action items go in one place, so you don’t have to manage different systems for to-dos vs. your schedules.

Easily add and manage items from anywhere: Whether from multiple places in the website or a finger tap away on the mobile apps, add to-dos as you see them

Create accountability with reports: Notifications to team members and trades, plus advanced reporting, keeps you –and them – on top of open items

Templates & Checklists: Never miss a thing with our many checklists templates for all types of projects and phases of this projects.

PRODUCTION

KEEP TRACK OF TO-DOSProduction Component Services1. Coaching2. Training 3. Consulting4. Templates5. Systems6. Strategies7. Processes8. Procedures

PUNCHLIST & WARRANTY

Retention

Leave a great last impression on clients with a strong punchlist & warranty process

When you’re focused on the next project to start, how do you make sure you don’t anger your past clients with outstanding warranty items?

Easily Communicate with Subcontractors: Choose to loop your clients and subs into the same conversation so they can set appointment times, but you still see the communication thread.

Don’t drop the ball: Reminders and reports for your team and trades ensure you don’t forget to take care of lingering items.

Verify Client Satisfaction: Once you mark an item as complete, clients can confirm, so you avoid referral-killing misunderstandings.

Retention Component Services1. Coaching2. Training 3. Consulting4. Templates5. Systems6. Strategies7. Processes8. Procedures

POST PRODUCTION STRATEGIES

Retention

Customer retention strategies to help you stand out from your competitors by showcasing your commitment to quality and customer service.

Happy customers lead to referrals which are the quickest way to grow your business. Improve the quality of your work in the process.

Completion Folder: A complete packet of information including checklists and To Do’s to help you close out the project and surpass your customers expectations.

Surveys: A multi-touch survey process provides an easy and effective way to get an unbiased assessment of your company’s performance. Use our survey templates to boost your testimonials and referrals.

Generating Testimonials: Complete system to actively seek client testimonials. Boosting the number of testimonials posted to online sites such as Houzz, Angies List, & the BBB will increase trust in prospective homeowners are looking for quality contractors.

Retention Component Services1. Coaching2. Training 3. Consulting4. Templates5. Systems6. Strategies7. Processes8. Procedures

The hiring process is the first step in building your team.

Building and Remodeling is a team activity. It takes the input of many people, working toward the same goal, to consistently build a quality product grow a successful business.

Hiring Strategies: Recruiting techniques to identify, attract, and secure great prospective employees who are the superstars in the crowd.

Onboarding Procedures: The parts and pieces that go into a well-run onboarding process so that you can keep these new superstar employees after you’ve hired them.

Human Resources: Get the tools your HR department needs such as Interview Questions, Orientation Checklist, Job Descriptions, Employee Manual, Employee Agreements, Positional Hiring Criteria's, Policy’s, Performance Evaluation, Bonus & Incentive Program, much more.

Personnel

BUILDING YOUR TEAMPersonnel Component Services1. Coaching2. Training 3. Consulting4. Templates5. Systems6. Strategies7. Processes8. Procedures

Processes for hiring and managing top employees.

The results required to grow your business are gained through people. This is much easier when you have the right people on your team.

Leadership is Delegation: Coaching & Training to help you become a great leader and manager enabling you to give your team members the opportunity to shine and grow while they learn to think and act like owners.

Standard Operating Procedures: Having a clearly outlined directs for your team enables tough decisions to be made when necessary, not holding up projects, upsetting customers, and cutting into profits.

Volume Built Per Employee: You are not in business to employ people. You are in business to provide a service and make a profit doing it. Know what your VBPE is and how to maintain it.

Personnel

MANAGEMENT TECHNIQUESPersonnel Component Services1. Coaching2. Training 3. Consulting4. Templates5. Systems6. Strategies7. Processes8. Procedures

CONTRACTS

Legal

Your contracts need to address the latest critical needs and trends in construction. Our comprehensive construction contracts include clauses that cover scope of work, permits, insurance, arbitration, change orders, finish schedules, project allowances, sales agreement, toxic mold, hazardous materials, termination, and more.

Relying on a handshake or a non-standardized agreement leaves you extremely vulnerable, doesn’t hold up in court, and can be disastrous for your business..

Contracts: Our contract documents are tested and proven to minimize risk for every type of project.

Time-Tested Risk Protection: Our contracts provide the protection you need for your projects and help ensure that you don’t get burned by a bad contract or a dishonest client.

Ease of use: Our contracts speed up negotiations and help prevent conflicts, so you can focus on your project, not your potential for liability.

Legal Component Services1. Coaching2. Training 3. Consulting4. Templates5. Systems6. Strategies7. Processes8. Procedures

BUSINESS MANAGEMENT

Legal

Just like a home, without a solid foundation everything else in your company can and will be effected.

Set up your business so it properly as it will impact many of your decisions now and far into the future. This can have a bearing on the amount of taxes you pay, the way you pay yourself, the level of overhead you are committing to, the types of work your company will perform, as well as the role you will play as the company develops.

Shaping Your Business: An organized business, starts with the best legal structure through the development of systems that will guide the flow of work through your organization.

Corporate Entity: Choosing the Right Legal Structure for your business will determine many things including how safe and secure you and your personal assets are.

Business Planning: Utilize our proven Business Plan template to establish a well thought out plan for the future growth of your company.

Legal Component Services1. Coaching2. Training 3. Consulting4. Templates5. Systems6. Strategies7. Processes8. Procedures

MANAGING YOUR MONEY

Financial

Understanding the flow of money in and out of your company is a skill you will need to master to become a successful remodelers.

Making money with your remodeling business doesn’t “just happen”. Money is made through strategic planning. You plan for profit by taking conscious actions like using budgets throughout the company, by accurately estimating the costs of the projects, and by using financial reports to monitor your progress.

Financial Tools: Use financial reports that contain the information that will tell you exactly how to improve the performance of your company. These tools help you monitor the health of your business at any point in time.

Overhead: You can’t make a profit if you can’t sell the job at the proper price. Knowing your overhead is critical to profitability.

Calculating Earned Income: Using the Percentage of Completion method increases accuracy. Our Work-in-Process (WiP) template is an essential tool for using this accounting method.

Financial Component Services1. Coaching2. Training 3. Consulting4. Templates5. Systems6. Strategies7. Processes8. Procedures

QUICKBOOKS

Financial

Get the MAXIMUM possible results from QuickBooks for your construction business!

Running a construction business is a difficult job, especially in this economy – when now more than ever you need to rely on accurate job costing.

Set-up: Get your QBO account set up right and have a the top accounting system used by builders and remodelers at your finger tips where ever you are.

Chart of Accounts: The Chart of Accounts is the backbone of your business. It plays a role in every single transaction you enter into QuickBooks. Enhance the Accuracy of Your Financial Reports with a proper COA.

Cost Codes: The core of tracking job cost starts by setting up your cost codes properly. Tracking Work-in-Progress produces more profitable projects.


CASH FLOW SOLUTIONS

Financial

Using the correct payment schedule can instantly change your cash flow.

Payments are how cash flows into your company. Schedule payments properly, and you'll have positive cash flow on every job.

Payment Schedules: If you want positive cash flow in your construction business, make sure you're using the right payment schedule on your contracts.

You’re not a bank: Stop financing your customers projects and quickly boost your cash flow.

Handling Change Orders: Keep positive cash flow in your construction business by maintaining a clear process for handling Change Orders.


OFFERING FINANCING

Financial

Accelerate the growth of your business. Increase your average job size and stop loosing clients because of budgetary issues.

Options = Opportunity - Financing options translate into growth for your business by providing your customers an opportunity to complete their dream projects and never have to collect a payment.

Increase Inbound Leads: Advertising payment options is proven to increase inbound sales leads resulting in more sales for you.

Close More Sales: Offering an unbeatable choice of payment options closes more sales, helping grow your business.

Make More Money: Increased leads and larger projects mean a better bottom line for your business.

Do Larger Projects: Payment options give your customers the chance to upgrade their project scope.

Quick and Easy: Our phone application with a decision in minutes lets you close the deal while you’re in the home.


BUSINESS CREDIT & FUNDING

Financial

"Nothing is more expensive than a missed opportunity."

Use the most comprehensive system available for securing money for your business and secure funding without a personal credit check or guarantee.

Funding for Your Business: Our financial solution is perfect for all size businesses that are in need of funding to help grow their business.

Business Funding Suite: Step-by-step guide to help you first quickly obtain funds for your business, and then begin the business credit score building process.

$50K Guarantee: Our Business Funding Suite and direct funding programs can help you easily meet your financial and capital needs all backed by Our Iron-Clad Guarantee.

Business Credit: Get Credit That’s Linked to Your EIN not Your SSN. Building a business credit profile for your company, will position you to secure funding without a personal credit check.

Financial Component Services1. Coaching2. Training 3. Consulting4. Systems5. Strategies6. Processes7. Procedures

Business Development System

For more information on how we can help you build and grow a STRATEGICALLY DESIGNED BUSINESS that provides an experience your EMPLOYEES will

embrace and your CUSTOMERS will love that you’ll be PROUD OF, every time.

Contact Us Today!

Design - Build – Remodel

A Smarter Approach To Building And Remodeling

a smarter approach to building and remodeling

Small Business & Entrepreneurship