ProForma Sales Based on
Lead Conversion

You may enter information directly into this form, but....IF YOU WISH TO RETAIN THE INFORMATION, DOWNLOAD THE FORM.

You may enter information directly into this form, but....IF YOU WISH TO RETAIN THE INFORMATION, DOWNLOAD THE FORM .

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ProForma Sales Based on Lead Conversion

You may enter information directly into this form, but....IF YOU WISH TO RETAIN THE INFORMATION, DOWNLOAD THE FORM.

You may enter information directly into this form, but....IF YOU WISH TO RETAIN THE INFORMATION, DOWNLOAD THE FORM.

You may enter information directly into this form, but....IF YOU WISH TO RETAIN THE INFORMATION, DOWNLOAD THE FORM .

How to Download a Worksheet

🏅 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."

ProForma Sales Based on
Lead Conversion

How to
Download a
Worksheet