The estimate is a powerful marketing tool

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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.

The Estimate As a Marketing Tool

Where should a copy of your responses be sent?

Prepared by

Email

Date Completed

Copy to

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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 Confirmation of Instructions?

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

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

The estimate is a powerful marketing tool

No information you provide on this form is stored by this or any other website. 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 AND SUBMIT.

The Estimate As a Marketing Tool

Use the Estimate as a Marketing Tool

Identify, Acquire and Master an Estimating Platform

Handling Initial Specifications

When the Prospect becomes a Buyer

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

No information you provide on this form is stored by this or any other website. 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 AND SUBMIT.