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CLIENT MANAGEMENT SYSTEM

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Client Acquisition Process

Customer
Journey

Lead
Intake

Customer
Journey
Worksheet

Lead Tracker
Conversion Analysis

Design Process

Schematic
Design

Design
Development

Construction
Drawings

Why Initial Specs
Are Critical

What Are
Initial Specs?

Initial
Specs

Variance
Specs

Estimating Process

BBOS
Estimator

BBOS
Estimator
Proposal

Your
Estimate
Platform

Your
Proposal

Hand-Off
to Sales/
Contracting

Contract Process -No Real Estate Agent

Construction
Agreement

Mold
Disclaimer

Limited
Warranty

Agreement
Exhibits

OR

Contract Process - With Real Estate Agent

Real Estate
Contract Addendum

RE Addendum
Specifications

RE Addendum
Warranty

Hand-Off
to
Production

Client Management During Build

ClientManager

Spec
Change

Notice of
Acceptance

Draw
Request

Delay
Notice

Restart
Notice

Client Walkthroughs

Walkthrough Forms

Site

Framing

Drywall

Trim

Final

ReHab

LEGACY OPERATIONS

Project Specifications

Set the initial baseline specifications
and specification variances for materials,
products and services used in the build.

Sample Agreements

Samples of Agreements
I use in the sales process.

On the Site

Formalizing, managing and
documenting Client interactions
on the job site.

Relations During the Build

Staying in control of
the Client's expectations

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