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  • Clients
THE BUYER JOURNEY

TOOLS

Construction Flow ChartContent to Support Buyer Journey-Client Contract Series(premium course)Lead Intake FormLead Analysis Form-Handoff: Sales to Production

TRAINING

Client Contract Series(premium course)INTRODUCTIONContent MarketingCONTENTContent MarketingAWARENESSContent MarketingCONSIDERATIONContent MarketingINTENTContent MarketingDECISIONContent Marketing

Content Marketing

CLIENT SPECIFICATIONS

TOOLS

Initial Specifications

TRAINING

Initial Specifications Introduction Why Use Initial SpecificationsSetting Up Initial SpecificationsWhy Initial Specifications Are Critical

CLIENT CONTRACTS

TOOLS

See Sample Client Contracts-Client Contract Series(premium course)Addendum to Standard RE Contract

TRAINING

Client Contract ProgressionThe Client Contract SeriesClient Contract Series(premium course)
Addendum to Standard RE Contract Addendum to Standard RE Contract

Client Contract Series IntroductionSchematic Design AgreementDesign Development AgreementConstruction Drawing AgreementSite-Built on Buyer LotMold Disclaimer and WarrantyBuilder Limited Warranty
NAHB Construction GuideHow to Use the NAHB Const. Guide

THE JOB BINDER

TOOLS

Job Binder Template-

TRAINING

The Job Binder Set Up the Job Binder

CLIENT MANAGEMENT
DURING THE PROJECT

TOOLS

Client Management DocumentsClient Management DocumentsPremium Download

TRAINING

Client Management DocumentsClient Management OverviewClient Management DocumentsControl Your Client Relationship Client Management(premium course)
Confirmation of InstructionsConfirmation of InstructionsNotice of AcceptanceNotice of AcceptanceDraw RequestDraw RequestDelay NoticeDelay NoticeRestart NoticeRestart Notice

CLIENT WALK-THROUGH

TOOLS

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

UTILITIES

Add Icon to iPhoneAdd Icon to AndroidAdd Bookmark to DesktopHow to Download a WorksheetHow to Download a DocumentHow to Change Business Name and/or Logo