The Estimate As a
Marketing Tool

The estimate you provide to a prospect can be a powerful marketing tool.

It will demonstrate that:

- You perform tasks in a timely manner;
- You listen to your customer;
- You know about construction products and processes;
- You endeavor to add value where possible; and
- You are competitive in the market.

This survey takes a look at how much thought you have put into the estimating process.

When submitted, form responses are sent to the email addresses provided and then deleted.
IF YOU WISH TO RETAIN THE INFORMATION YOU HAVE ENTERED, ADD AN EMAIL ADDRESS BEFORE SUBMITTING.

The Estimate As a Marketing Tool

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Use the Estimate as a Marketing Tool

Company's estimates reinforce how company is differentiated from other builders in the market.

Yes No Not Applicable

The Salesperson uses the estimate to educate a Prospect about products, processes, and procedures.

Yes No Not Applicable

The estimate package is colorful, attractive and easy to read.

Yes No Not Applicable

The estimate package contains images of products whenever possible.

Yes No Not Applicable

The estimate package contains all necessary Company contact information.

Yes No Not Applicable

The estimate package highlights the Company name and UVP (Unique Value Proposition).

Yes No Not Applicable

Identify, Acquire and Master an Estimating Platform

Do you have a formal estimating procedure in place?

Yes No Not Applicable

Do you have a set of estimating templates in place to speed up the estimating process?

Yes No Not Applicable

Does your estimating platform have a reliable, easily-updated database of costs?

Yes No Not Applicable

Can you produce an estimate in less than one hour?

Yes No Not Applicable

Can you change the content of an estimate easily?

Yes No Not Applicable

Can you perform "what-if" analysis on an estimate easily?

Yes No Not Applicable

Can you create change orders easily in your estimating platform?

Yes No Not Applicable

Does your estimating platform contain and produce useful management reports?

Yes No Not Applicable

Does your estimating platform contain and produce useful management reports?

Yes No Not Applicable

Handling Initial Specifications

Do you have a set of Initial Specifications from which you build the estimate?

Yes No Not Applicable

Do you base each estimate on a set of Initial Specifications which you provide to the Prospect when you present the estimate?

Yes No Not Applicable

Do you have a Change Order process in place to document the changes made by the Prospect?

Yes No Not Applicable

When the Prospect becomes a Buyer

Do you have the internal documents available to control the business relationship with the Prospect?

Yes No Not Applicable

Are you using the Builder Resources Specifications Change document?

Yes No Not Applicable

Are you using the Builder Resources Notice Of Acceptance?

Yes No Not Applicable

Are you using the Builder Resources Draw Request?

Yes No Not Applicable

Are you using the Builder Resources Delay Notice?

Yes No Not Applicable

Are you using the Builder Resources Restart Notice?

Yes No Not Applicable

Learn more about the Builder Resources tools mentioned above

Be sure to request a copy of the survey for your records, as Builder Academy does not retain this information.

🏅 Create a Business Worth Owning

📶 Integrated step-by-step program using all tools and systems

💡 Two coaching sessions per month

📊 Monthly scorecard to measure the journey

🛠️ Tools: All tools (Chart of Accounts, Cost Codes, BBOS Estimator, Builder Business Model Canvas, SubManager, ClientManager, Policy Handbook, Management Scorecard).

🤝 What we do together:

A 180+-day engagement covering financials, estimating, subcontractors, clients, and workforce.
Coaching sessions every two weeks to review your real numbers and coach policy implementation.
A monthly “Business Health Scorecard” that shows where you are strong and where to strengthen.
Focus on building a business system that allows you to:
- move out of day-to-day management;
- develop a valuable legacy enterprise; and
- create a business with significant market value.

💲 Investment: $3,500-$5,000.

🪜 Progression logic:

This is the capstone — combining all five prior steps into one system that builds a business worth owning.

🎯Outcome: "Now I control my business, not the other way around."

👷 Manage Your Workforce

👷‍♀️ Put the right people in the right position

📄 Create an Organization Chart and Position Descriptions

📄 Integrate employment policies

🛠️ Tools: OrgChart, Position Descriptions, Company Policy Template

🤝 What we do together:

Create a Company organization chart.
Create Job Descriptions.
Implement employee policy handbook
Identify inefficiencies in labor margins.
Discover hidden labor costs.

💲 Investment: $1,250-$1,500.

🪜 Progression logic:

Labor is usually the last controllable variable — now you are tackling optimization and efficiency.

🎯Outcome: "Now I am in control of the work that must be completed, and my employees understand their positions and accountabilities."

🗣️ Control the Client Relationship

📄 Client log, Change Order system

📄 Notice of Completion, Draw Requests

📄 Communication templates for disputes

🛠️ Tools: ClientManager, Client Contact Log, Initial Specifications, NAHB Residential Construction Guide

🤝 What we do together:

Implement a structured client management system.
Introduce the Client Contact Log.
Provide templates for change order and scope adjustments.
Train on reducing disputes and managing client expectations.

💲 Investment: $750-$1,250

🪜 Progression logic:

With the business financially stable and risk-protected, control of clients and their expectations ensures smoother operations and fewer profit leaks.

🎯Outcome: "Now I can manage clients and their expectations without projects spinning out of control."

🧯Identify and Manage Risks

🏠 Project Risks:

Site Risks – site injuries with no primary insurance coverage.
Reputational Risks – You don’t deliver what you promised because your subcontractors were not on the same page.
Capacity Risks – You can’t deliver what you promised because you don’t have the organizational structure to support your sales.

🔍 Management Risks:

Company Structural Risks – You don’t have the right people in the right positions.
Promotional Risks – Your market doesn’t know or care about your products.
Competitive Risks – You haven’t differentiated your company, so lowest price is the only way you can compete.
Market Demand Risks – a bad market cycle will cripple or destroy your business.

🛠️ Tools: SubManager, Organizing for Success, Builder Business Model Canvas, Budgeting Forecasts

🤝 What we do together:

Implement Terms and Conditions, Scopes of Work, and Inspection Reports for all Subcontractors.
Review how you track subcontractor insurance and compliance.
Analyze your organizational structure to optimize production capacity.
Review your business model.
Create “Expected Case”, “Best Case”, and Worst Case” budgeting scenarios.

💲 Investment: $1,000-$1,500

🪜 Progression logic:

After financial clarity and profitable estimating, risk management provides the next layer of company stability.

🎯Outcome: "Now I can reduce or transfer risk exposure; identify and appeal to my primary market; and plan for any type of economic environment."

🧮Price with Confidence

🔍 Audit your estimating process

🔎 Review all active projects monthly for budget-to-actual performance

🔍 Debrief every completed project for profitability and work flow

📶 Install a margin-tracking dashboard

🛠️ Tools: BBOS Estimator, Overhead Calculator, Completed Project Profitability Report

🤝 What we do together:

Audit your current estimating process.
Benchmark your margins against industry and market standards.
Optimize estimating margins for maximum profitability.
Track true budget-to-actual expenditures.

💲 Investment: $750-$1,250

🪜 Progression logic:

Once finances are stable, you can sharpen your pricing to stop leaving money on the table.
You’ll know the margin to use to make sure overhead is allocated profitably.

🎯Outcome: "Now I can bid jobs knowing I'll profit, not just hoping for profit."

💰90-Day Financial Reset

🗄️ Rebuild Chart of Accounts on NAHB Model

🗃️ Rebuild Cost Codes on CSI model

🛠️ Tools: Accounting platform, NAHB Chart of Accounts, CSI Cost Codes, Management Scorecard

🤝 What we do together:

Access to your accounting platform is required.
Rebuild your Chart of Accounts for project-level profitability.
Create and align Cost Codes so estimating, job costing, and reporting all “speak the same language.”
One-on-one coaching call every two weeks during the program to interpret your numbers.

💲 Investment: $1,500-$3,000

🪜 Why start here?

Without financial clarity, nothing else matters.
The reason you are in business is to make a profit.
Do you KNOW if you are doing that?

🎯Outcome: "Now I know if my business is profitable and my business model is sound."

You will be re-directed to the Home Page where you can use the menu to access Courses, Memberships, or Application Portals.

The Estimate As a Marketing Tool

When submitted, form responses are sent to the email addresses provided and then deleted. IF YOU WISH TO RETAIN THE INFORMATION YOU HAVE ENTERED, ADD AN EMAIL ADDRESS BEFORE SUBMITTING.

The Estimate As a Marketing Tool

Identify, Acquire and Master an Estimating Platform

Handling Initial Specifications

When the Prospect becomes a Buyer

Be sure to request a copy of the survey for your records, as Builder Academy does not retain this information.

🏅 Create a Business Worth Owning

📶 Integrated step-by-step program using all tools and systems

💡 Two coaching sessions per month

📊 Monthly scorecard to measure the journey

🛠️ Tools: All tools (Chart of Accounts, Cost Codes, BBOS Estimator, Builder Business Model Canvas, SubManager, ClientManager, Policy Handbook, Management Scorecard).

🤝 What we do together:

💲 Investment: $3,500-$5,000.

🪜 Progression logic:

🎯Outcome: "Now I control my business, not the other way around."

👷 Manage Your Workforce

👷‍♀️ Put the right people in the right position

📄 Create an Organization Chart and Position Descriptions

📄 Integrate employment policies

🛠️ Tools: OrgChart, Position Descriptions, Company Policy Template

🤝 What we do together:

💲 Investment: $1,250-$1,500.

🪜 Progression logic:

🎯Outcome: "Now I am in control of the work that must be completed, and my employees understand their positions and accountabilities."

🗣️ Control the Client Relationship

📄 Client log, Change Order system

📄 Notice of Completion, Draw Requests

📄 Communication templates for disputes

🛠️ Tools: ClientManager, Client Contact Log, Initial Specifications, NAHB Residential Construction Guide

🤝 What we do together:

💲 Investment: $750-$1,250

🪜 Progression logic:

🎯Outcome: "Now I can manage clients and their expectations without projects spinning out of control."

🧯Identify and Manage Risks

🏠 Project Risks:

🔍 Management Risks:

🛠️ Tools: SubManager, Organizing for Success, Builder Business Model Canvas, Budgeting Forecasts

🤝 What we do together:

💲 Investment: $1,000-$1,500

🪜 Progression logic:

🎯Outcome: "Now I can reduce or transfer risk exposure; identify and appeal to my primary market; and plan for any type of economic environment."

🧮Price with Confidence

🔍 Audit your estimating process

🔎 Review all active projects monthly for budget-to-actual performance

🔍 Debrief every completed project for profitability and work flow

📶 Install a margin-tracking dashboard

🛠️ Tools: BBOS Estimator, Overhead Calculator, Completed Project Profitability Report

🤝 What we do together:

💲 Investment: $750-$1,250

🪜 Progression logic:

🎯Outcome: "Now I can bid jobs knowing I'll profit, not just hoping for profit."

💰90-Day Financial Reset

🗄️ Rebuild Chart of Accounts on NAHB Model

🗃️ Rebuild Cost Codes on CSI model

🛠️ Tools: Accounting platform, NAHB Chart of Accounts, CSI Cost Codes, Management Scorecard

🤝 What we do together:

💲 Investment: $1,500-$3,000

🪜 Why start here?

🎯Outcome: "Now I know if my business is profitable and my business model is sound."

The Estimate As a
Marketing Tool

When submitted, form responses are sent to the email addresses provided and then deleted.
IF YOU WISH TO RETAIN THE INFORMATION YOU HAVE ENTERED, ADD AN EMAIL ADDRESS BEFORE SUBMITTING.