Course Title:

Client Management Documents

Client Management Documents

View the FREE “Quick-Start” videos in Section 1 to see the features of the  Client Management Documents.

View the FREE lessons in Section 2 to understand why this course is important for your construction business.

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Client Management Documents

$49.00

Manage CLIENT TRANSACTION RISK with these templates

Protect your construction business from the CLIENT FROM HELL

 
Purchase the Download

1.  The Client Management Tool

Download the Client Management Documents

Once you have joined the course, download the Excel-formatted interactive Client Management Documents.

Quick-Start: Short, single-topic videos to get up and running

A collection of short videos demonstrating how to use the features of the Client Management Documents to protect your construction company from Client Transaction Risk.

Bonus: Walk-Through Forms

Something extra!! Walk-through forms you can use on your smartphone or tablet as you walk the project with your client. Document your walk-through in real time.

2.  Free Introduction to the Client Management Documents

Video – Five Documents to Control Client Transaction Risk

Learn about a major risk for home builders and a system to manage that risk.

Video – Pre-Define Mutual Responsibilities

Everyone has to play together nicely in the homebuilding sandbox. Learn how to train your buyer about his responsibilities.

Video – A First Look at the Documents

Learn the names and the functions of the Client Management Documents. A 30,000-foot view.

Video – Why You Need a Client Management System

The title says it all…Why a home builder needs a Client Management System.

3.  How to Use the Client Management Documents In Your Construction Business

Video – Introduction to Using the Client Management Documents

An introduction to the actual use of the Client Management Documents.

Video – Use the DASHBOARD

How the DASHBOARD is used in an actual homebuyer case. Contains suggestions for personalizing the download to your construction business.

Video – Use the CONFIRMATION OF INSTRUCTIONS

Shows how the CONFIRMATION OF INSTRUCTIONS would be used in an actual case. Demonstrates the importance of providing accurate information and tracking the financial impact of changes to construction specifications.

Video – Use the NOTICE OF ACCEPTANCE

Shows how the NOTICE OF ACCEPTANCE would be used in an actual case. Contains comments regarding the necessity of building a record of approvals by using this document.

Video – Use the DRAW REQUEST

Discusses the importance of the DRAW REQUEST form to keep clients and their lenders apprised of the financial status of the project.

Video – Use the DELAY NOTICE

Discusses why and how to use the DELAY NOTICE, and provides commentary on the effect of its use on your client relationship.

Video – Use the RESTART NOTICE

Illustrates the importance of completing the information on the RESTART NOTICE to document what actually happened on a project. Contains commentary on how to use the DELAY NOTICE and RESTART NOTICE to protect your construction company if the project becomes contentious.

Video – SUMMARY – Using the Client Management Documents

Some final thoughts and a distillation of the entire course to one final statement. What to remember if you forget everything else. Contains a copy of the downloadable file “Client Management Documents” in Resources.

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