• Clients

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TOOLS

Construction
Flow Chart
Content to
Support the
Buyer Journey
Client Contract
Series
(premium course)
Lead Intake
Form
Lead Analysis
Form
Handoff: Sales
to Production

TRAINING

The Buyer Journey

1 Videos
Client Contract
Series
(premium course)
Introduction
to Content
Marketing
Step 1
Develop
Content
Step 2
Build
Awareness
Step 3
Achieve
Consideration
Step 4
Create
Intent
Step 5
Reinforce
Decision

TOOLS

Initial
Specifications

TRAINING

Specifications

3 Videos
Initial
Specifications
Introduction

TOOLS

See Sample
Client Contracts
Client Contract
Series
(premium course)
Addendum to
Standard RE
Contract
NAHB
Construction
Guide

TRAINING

Client Contracts

1 Videos
Client
Contract
Series
Client Contract
Series
(premium course)
Addendum to
Standard RE
Contract
How to use the
NAHB Construction
Guide

TOOLS

Job Binder
Template

TRAINING

The Job Binder

1 Videos
The Job
Binder

TOOLS

Specification
Change
Document
Notice of
Acceptance
Draw
Request
Delay
Notice
Restart
Notice
Client Mgmt.
Documents
(premium subscription)
Client Mgmt.
Documents
(premium subscription)

TRAINING

Control Your
Client
Relationship

Why a Client Management System?

11 Videos

Client Management

9 Videos

TOOLS

The Site
Walk Through
The Framing
Walk Through
The Drywall
Walk Through
The Trim
Walk Through
The Final
Walk Through
The ReHab
Walk Through

Website Utilities

6 Videos