This document outlines key components for a successful building or remodeling company. It discusses 10 components for success: marketing, design, estimating, sales, hand-off, production, retention, personnel, legal, and financial. It then provides details on services offered related to each component, including marketing automation, sales enablement, design build methods, accurate estimating systems, and sales meeting protocols. The overall message is that implementing systems and processes across these 10 components can help boost business performance.

1. Design - Build – Remodel
A Smarter Approach To Building And Remodeling
Business Development System
Presenting Our

2. KEY COMPONENTS:
6. PRODUCTION
7. RETENTION
8. PERSONNEL
9. LEGAL
10.FINANCIAL
A successful building or remodeling company relies on
Ten Key Components for Success:
1. MARKETING
2. DESIGN
3. ESTIMATING
4. SALES
5. HAND-OFF

3.  An All-In-One INBOUND MARKETING platform that attracts your IDEAL CUSTOMERS, brings in
QUALITY LEADS and gets your phone ringing
 DESIGN BUILD methods to STOP competing on price - NO MORE free estimates
 An ESTIMATING system to quickly create more accurate estimates at HIGHER MARGINS
 A proven process that will INCREASE SALES, eliminate your competition and WIN MORE JOBS
 A highly effective process that SEAMLESSLY TRANSITIONS projects and clients from SALES TO
PRODUCTION
 PROJECT MANAGEMENT processes that boost PRODUCTIVITY and ensure PROFIT
 A systems approach to HAPPIER CUSTOMERS and ultimately more REFERRALS
 Effective HIRING procedures and strategies for efficient ONBOURDING that enable you to build
and expand YOUR TEAM to meet the demands of your GROWING BUSINESS
 BUSINESS MANAGEMENT procedures that enabling you to build a solid LEGAL FOUNDATION that
keep you and your business protected.
 FINANCIAL tools to increase CASH FLOW and enable STABLE GROWTH
 A STRATEGICALLY DESIGNED BUSINESS that provides an experience your EMPLOYEES will embrace
and your CUSTOMERS will love that you’ll be PROUD OF, every time.
HERE IS WHAT YOU GET:

4. Uncover your bold claim, with our Contractor Marketing Action Plan
An accelerated branding solution that positions your business for
exponential growth.
 Discover your why: Customers don't buy what you do, they buy why
you do it. We will discover the "Why" behind your business to drive more
sales and increase revenue.
 Consistent Brand Message: Having a pretty logo and a nice color
scheme is great but it is what you say and how you say it consistently
across all platforms so your prospect are getting the same consistent
message no matter where they find you. Every successful company needs
a solid positioning statement and high-level brand message to grow and
scale. Our Brand Optimization takes this concept one step further by
delivering a refined brand platform that provides consistency across your
culture, your content and your creative.
 Create Passionate Customers: An accelerated branding solution that
builds passionate, devoted customers who mean more than just repeat
business; they're loyal brand fans who will continue to purchase from you
over anyone else.
Marketing Services
1. Branding Design
2. Brand Establisher
3. Strategic Marketing
Message Action Plan
MARKETING
BRAND DEVELOPMENT

5. ROI driven solutions to grow your business.
We give you a clear roadmap that optimized your customer
buying experience and delivers ROI.
 A Marketing + Sales Plan to Grow Your Business: We will
identify your business goals and challenges, to develop a
plan to generate traffic, convert more leads, drive sales and
ultimately grow your business.
 Understand Your Ideal Customer: Get the highest return on
your marketing investment by targeting the right people. We
will help you identify which personas will drive the best
results for your business and develop a plan to capture this
revenue.
 Sales-Ready' Digital Presence: Create clearly defined
conversion paths to align your entire digital presence with
the sales funnel and understand how your ideal customers
move through the buying experience.
Marketing Services
1. Marketing & Sales Plan
2. Buyer Insight Process
3. Inbound Strategy & Plan
4. Website Audit Report
5. Keyword Research
6. Competition Analysis
MARKETING
DIGITAL ONBOARDING

6. Meet the newest member of your Sales Team.
A personalized web experience that is designed to become a lead
generation machine.
 A Sales Lead Generation Machine: Built to do the work for you,
your sales-ready website will transform your standard web
presence into a fully-optimized powerful lead generation tool
that is designed to deliver the right customers for your business.
 Individualized Analytics: Your website will actually make a
difference on your bottom-line! You can measure precisely how
your website is performing at all levels of the funnel. You will
have complete visibility into what is truly driving business results.
 All-in-One Platform: Your sales-ready website will seamlessly
integrate with every aspect of your marketing and sales program.
Your website does the qualifying for you, educating and
nurturing your leads all the way through the marketing and sales
funnel.
Marketing Services
1. Web Design
2. Content Marketing
3. Conversion Optimization
4. Lead Magnet
5. Auto-Responder Sequence
MARKETING
SALES-READY WEBSITE

7. Generate + nurture the right customers.
Generate qualified prospects to your business and
seamlessly convert them into leads.
 Lead Generation through Education: Inbound marketing
provides the unique opportunity to generate quality
leads through relevant content that educates your
prospects and pulls them through the sales funnel.
 Add Value to the Buying Experience: With inbound
marketing, we flip the traditional buying experience on
its head by providing valuable and actionable insights
that naturally lead to increased conversion rates.
 Next Generation Customer Relationship: Create a
remarkable inbound experience by delivering content
that actively engages and delights your customers, and
turns them into loyal champions who will happily
promote your business.
Marketing Component Services
1. Search Engine Optimization
2. Social Media Marketing
3. Content Marketing
4. Email Marketing
5. Video Marketing
6. Image Marketing
MARKETING
INBOUND MARKETING

8. INBOUND MARKETING continued…
Marketing Services
1. All In One Hubspot Platform
MARKETING
Attract+ convert the right customers.
With our inbound marketing services, we help you attract the leads
that are the right fit for your business; creating long-term, loyal
customers that help you grow and scale.
 Attract: Not all traffic is created equal. Our inbound marketing
strategies focus on generating the right traffic to your website
through relevant and targeted content. By leveraging tools such
as blogging, social media promotion and persona-driven
keywords, we help you attract the type of traffic that turns into
leads.
 Convert: Your company's success relies on understanding who
your ideal customer is and what challenges they face. With
clearly defined buyer personas and key messages you know will
resonate, we can effectively use marketing and sales to move
them through the funnel. We're not just helping you close more
customers, we're helping you create loyal and passionate
customers who will continue to buy from you and help you grow.

9. INBOUND MARKETING continued…
Marketing Component Services
1. All In One Hubspot Platform
MARKETING
Close + engage the right customers.
Inbound Marketing Turns Strangers Into Happy, Loyal Customers.
 Close: In order to close the type of customers that will grow
your business, it's essential that your marketing and sales
teams are aligned. Marketing will focus on building email
nurturing workflows that further qualify those prospects so
that sales can more effectively move them through the funnel
and create an inbound buying experience that delivers happy
customers.
 Engage: It's important to develop strong and lasting
relationships with your customers as they are your most loyal
fans and biggest promoters. Inbound marketing brings
everything full-circle with engagement strategies designed to
position your business as a resource for your customers, gets
them excited about your offerings and keeps them coming
back for more.

10. MARKETING & SALES AUTOMATION
MARKETING
Offer + nurture customers with marketing & sales automation.
Provide customers an enticing yet useful offer, gather qualified leads,
automatically nurture through education, guide them through the
buying process, all while establishing trust.
 Lead Magnet: Provide your website visitors and potential
customers with Check-lists, eBooks, & other downloadable
materials in trade for their contact info. Give the information they
need and eliminate your competition in the process.
 Nurture: Stay front of mind and brand your company as an industry
expert and the only company you’re the customers should work
with by providing your leads with educational content through
Email and Social Media.
 Automation: 3, 6, & 12 month Email Auto Responder sequences.
Written by a expert construction industry copywriter. Customized
for your company with your branding, your message, and updated
for your region.
Marketing Services
1. All In One Hubspot Platform
2. Inbound Marketing
Consulting Components
1. Software Suite Set-up
2. Marketing
3. Sales

11. LIFECYCLE MARKETING
Marketing Services
1. Identify Lifecycle Stages
2. Develop a Content Road
Map
3. Conversion Optimization
4. Email Marketing
5. Metrics & Analytics
MARKETING
Continue to provide value and engage users through their entire
lifecycles.
Be in the right place, at the right time, with the right message.
 Focus on the Entire Customer Experience: Focuses on the entire
customer experience from first touch all the way through to
customer acquisition and retention. We will help you plan and
execute email communication for the entire funnel, not just the
initial sales process.
 Nurture Leads and Convert Them to Customers: We help you
convert your website leads into customers. Our process moves
individuals through the funnel via email and inbound best practices.
 Establish Key Performance Indicators: We will work with you to
identify your business goals—such as increasing # of leads, type of
leads, conversion rates—and how lifecycle marketing efforts
contribute to them. To measure your success, we will collaborate on
the KPIs to keep an eye on and track them.

12. Create a better buying experience for your customers?
Stop giving free estimates, eliminate your competion in the process,
and provide more value to your customers.
 Stop Giving Free Estimates: Offering design as a service of your
building and remodeling company allows you to bring more clients
and earn their trust in the process. It is far easier to close the
design agreement then the remodel contract.
 Eliminate Your Competition: Our Project Design and Development
Process and Stages becomes a sales tool that will attract new
clients and eliminate your competition.
 Provide A Better Building Experience: System includes templates,
strategies, processes & procedures customized for your company
that will help you market, sell, close, and delight your customers.
 Close Higher Valued Clients: The Design Build project delivery
system allows you to provide a One Stop Shop for your clients
enabling your company to cater to high end clients and projects.
DESIGN
DESIGN BUILD SYSTEMS
Consulting Components
1. Marketing
2. Design
3. Sales
4. Estimating
5. Legal

13. DESIGN BUILD METHODS
Design Agreements that are built for sales
A complete process from marketing to construction contract
closing.
 Design Agreements: Utilize design agreements that sell but
also allow the customer buy and get paid higher design fees.
 Systems: Sales processes, pre-qualification strategies, and
meeting presentations procedures to help you close more
customers and win bigger jobs.
 Templates: Email templates, call scripts, sales meeting
procedures, and marketing and sales materials.
 Processes and Procedures: Step by step training on how to
market, sell, close, and delight your customers on the design
build method of project fulfillment.
 Accurate Estimating Starts With Good Plans: A unique
process that produces more accurate estimates and
ultimately leads to a better presentation and more sales.
DESIGN
Consulting Components
1. Marketing
2. Design
3. Sales
4. Estimating
5. Legal

14. ACCURATE ESTIMATING SYSTEMS
ESTIMATING
An accurate estimate is the first step in selling and building a profitable job..
Our systems can be use with most estimating software including Excel. They
are easy to use so you can create your estimates quickly and easily which
will allow you to spend more time running your business and less time
behind a keyboard crunching numbers.
 Create Estimates In Minutes: Creating your estimates in minutes not
hours. Even create or edit estimates while in the field with our prebuilt
job templates.
 Professional Proposals: Build accurate estimates, create professional
proposals, accept or decline alternates, use allowances that integrate
with project management system and easily customize and close deals
the on the spot.
 Customized Cost Data: Get region-specific material and labor prices
customized for your business, so you can be confident that you’ve got
accurate estimates. Utilizing the top three national construction cost
Databases.
Consulting Components
1. Marketing
2. Design
3. Sales
4. Estimating
5. Legal

15. ESTIMATING PROCESSES & PROCEDURES
ESTIMATING
You make the money when you sell the project and procure it through production.
By implementing our estimating processes and procedures you will have an
estimating method that if employed the same way every time, will provide highly
accurate estimates that are equal to actual costs.
 Project Specifications: Use custom parts and assemblies with sales enabled
descriptions that are contract ready. Easily customized for your business.
 Powerful Templates: Know your projects have every part you need, every time
by using our project templates. Once implemented you can quickly customize
for each specific job by removing parts, changing pricing, or adding parts.
 Change Orders: Cover your but and never lose money from unexpected
changes. Clearly outline alternate prices, with a detailed CO process keeps
customers happy and secures your profit.
 Track Labor Hours: Easily total and transfer labor hours for each project phase,
quickly create project schedule, and accurately report job labor cost.
 Job & Cost Tracking: Cost codes connect estimate, budget, PO’s, schedule,
time clock, all integrated with project management and accounting software.

16. SALES ENABLEMENT
Sales Component Services
1. Integrated CRM
2. Sidekick
3. Email Marketing Templates
4. Call Scripts
5. Sales Presentations
6. Metrics & Analytics
SALES
It's time for sales to go inbound.
Arm your sales team with the tools they need to turn
qualified prospects into happy customers.
 Continue the Inbound Experience: The inbound
experience doesn't end with your marketing team. In
today's age of buying, the sales experience must also be
remarkable to grow your business.
 Build Trust with Every Lead: Don't be that stereotypical
salesperson who says anything to close the deal. We will
help you educate, empower, and ultimately build trust
with your leads, resulting in more wins.
 Deliver at the Right Time: By leveraging the right
content, with the right leads, at the right time, your
team can maximize their impact and take your leads
from awareness, to evaluation, to purchase.

17. SALES AUTOMATION SYSTEM
Sales Component Services
1. Training
2. Coaching
3. Consulting
4. Templates
5. Systems
6. Strategies
7. Processes
8. Procedures
SALES
A systems approach to sales and closing.
Shows up for the sales call where your prospect believes
that you’re already the obvious choice to do business with.
Your competition won’t stand a chance. Close more leads
and sell more profitable jobs in less time.
 Phone Scripts: Provide your prospects a positive feeling
while gather necessary information for pre qualification.
The prospect will know from the first call that you are
clearly the company of choice.
 Email Templates: Get your prospects to say to
themselves; "I would have to be nuts to choose another
company ... regardless of price!"
 Follow-up Sequences: Start landing more jobs at higher
margins and that means you make more money without
doing more work.

18. SALES MEETING PROTOCOL
Sales Component Services
1. Training
2. Coaching
3. Consulting
4. Templates
5. Systems
6. Strategies
7. Processes
8. Procedures
SALES
These tools will blow your competitors out of the water.
When you do the right steps in the right order with the right tools
you're going to eliminate the competition and become the clear
contractor of choice.
 10 Step Sales Process: Step-By-Step Prospect Meeting Training
including Script that will put you over the top.
 Overcoming Objections: Making small changes in the way you say
things will lead to a lot more closing success.
 The Prospect Meeting: What to say, what not to say and what to
DO to make your company the obvious choice for the job.
 Presentation Binder: This powerful tool will make your
competitors look like amateurs with its step-by-step process on
how to get to YES!
 Client Portal Preview: Step by step process for presenting your
Client Project management Portal which becomes the most
powerful one-two punch in the Contracting and Service industries.

19. CLIENT PORTAL PREVIEW
Sales Component Services
1. Training
2. Coaching
3. Consulting
4. Templates
5. Systems
6. Strategies
7. Processes
8. Procedures
SALES
The tools you need to feed information hungry customers.
Keep the joy in your business by serving happy customers who
get the information they want, who have an experience they’ll
love, and who catch the irresistible urge to refer others.
 Ultimate Sales Tool: Prove to skeptical prospects how
you’re better and increase your sales conversions by standing
apart from your competitors.
 Contract Acceptance: A system that makes it hard for you
prospects to say no. Effectively present your proposal, easily
gather signatures, and close the construction contract.
 Boost Client Referrals: Give clients what they want when
they want it: organized and accessible, selections, costs,
photos, conversations, and more keeps clients happy and your
phone quiet.

20. Procedures to transition from sales to production.
A thorough system to facilitate the hand-off from sales
to production that produces projects in a way that
maximizes profits while enhancing your customers
remodeling experience.
 Pre Construction Meeting: A complete system with
meeting outline to get your entire team on the same
page.
 Production Packet: A system that empowers your
sales team to produce a complete packet of
information with clear instructions for your
production team.
 Check Lists: Tools to get and keep your entire team
including each of the necessary departments on the
same page. Sales checklists, Design checklists,
Production checklists, and Administrative checklists.
Hand-off
SALES TO PRODUCTION
Hand-off Component Services
1. Training
2. Coaching
3. Consulting
4. Templates
5. Systems
6. Strategies
7. Processes
8. Procedures

21. An efficient, well run production department.
This is where the rubber meets the road. Manage your team to
consistently deliver predictable results on every project: Keep the
three major promises to your customers: On time, on budget,
with a happy client.
 Project Management Made Easy: To be successful you
must have an efficient, well run production departments. We
make it easy for your team to build productively.
 Keeping it On Time: Maintaining a production schedule is
the key to both profits and client satisfaction.
 Keeping it On Budget: Give your production team the
systems, tools, etc. they need to produce the project within
the estimated costs and on budget. Do this and everyone
wins.
 Happy Clients: Set your company apart from your
competitors and drive referrals and profits for years to come.
PRODUCTION
PROJECT MANAGEMENT
Production Component Services
1. Coaching
2. Training
3. Consulting
4. Templates
5. Systems
6. Strategies
7. Processes
8. Procedures

22. The tools you need to feed information hungry customers.
Keep the joy in your business by serving happy customers who
get the information they want, who have an experience they’ll
love, and who catch the irresistible urge to refer others.
 Sales Tool: Prove to skeptical prospects how you’re better
and increase your sales conversions by standing apart from
your competitors.
 Contract Acceptance: A system that makes it hard for you
prospects to say no. Effectively present your proposal, easily
gather signatures, and close the construction contract.
 Boost Client Referrals: Give clients what they want when
they want it: organized and accessible, selections, costs,
photos, conversations, and more keeps clients happy and your
phone quiet
PRODUCTION
CLIENT PORTAL
Production Component Services
1. Coaching
2. Training
3. Consulting
4. Templates
5. Systems
6. Strategies
7. Processes
8. Procedures

23. SELECTIONS PROCESS MADE EASY
PRODUCTION
Help your clients make the right selection decisions, on-time.
Make the selections process simple, fun, and flexible for your
clients. Get decisions on-time, accurately track financials, keep a
solid paper trail and boost sales with our selections templates.
 Quickly customize projects: Easily add templates for
applicable products to the project and bring order to the chaos
of the selections process without stifling the creative flow.
 Everything clients need: Provide specifications, product
descriptions, product files, links to product website, product
warranty info, & pricing all in one place.
 On track and on time: When clients know what choices come
next you get the decisions you need when you need them
based on the project schedule.
 Allowances & Change Orders: Integrate selections with
allowances and client choices immediately update the price,
budget, and projected cost for easy change orders.
Production Component Services
1. Coaching
2. Training
3. Consulting
4. Templates
5. Systems
6. Strategies
7. Processes
8. Procedures

24. MANAGE PROJECT COSTS
PRODUCTION
Always know your numbers.
Know exactly where you stand at all times, on all phases of
the projects, per category and procure those profits margins
you work so hard to create.
 Cost Codes: Automatically kill two birds with one stone
by setting up specs and selections with proper cost codes
builds budget values.
 Budgets: Project budget updates itself as client makes
selection choices.
 Project costs: Always know the latest projected costs
based on real-time data from budgets, revised budgets,
and actuals with no manual number crunching.
 Easy Sharing: Share info with clients quickly and easily
only showing what you want them to see.
Production Component Services
1. Coaching
2. Training
3. Consulting
4. Templates
5. Systems
6. Strategies
7. Processes
8. Procedures

25. PROJECT SCHEDULES
PRODUCTION
Get more done, on more projects, more easily
Make schedules work for you, and not the other way around.
Save phone time, prevent unpleasant surprises, and cut your
completion times with scheduling system you’ll actually use.
 Easily run your company: Manage all of the activities, on
all of your projects, company-wide.
 Accountability: Built in alerts and reminders keep your
team and trades on track and makes life easier in the
process.
 Adjust quickly: With To Do’s, Meetings, Messages,
Selections, Payments and so much more attached to the
schedule easily adjust and other tasks update automatically.
 Get started fast: With our project schedule templates you
can be off to the races in no time at all.
Production Component Services
1. Coaching
2. Training
3. Consulting
4. Templates
5. Systems
6. Strategies
7. Processes
8. Procedures

26. SINGLE-ENTRY ESTIMATING
PRODUCTION
Stop entering information from one system to another
Create your estimate, and automatically build your specs and
selections at the same time – slashing one of the most time-
intensive parts of taking on a new project, while cutting mistakes.
 Enter it just once: End the double-entry between systems and
spreadsheets, by tying your estimate to your specs, selections,
budget, and QuickBooks.
 Be the first to submit your bid: Create better estimates, faster,
by using templates to build your estimate, including advanced
configuration for profit, taxes, contingency, and more.
 Boost profits: Your estimate data flows to the budget, alongside
your QuickBooks data, for showing actuals and projected cost-to-
complete, so you can proactively manage your margins.
 Save time with quick editing: Make your updates faster with a
keyboard-friendly design and the ability to edit cost items from
both the estimate and the selection sheet.
Production Component Services
1. Coaching
2. Training
3. Consulting
4. Templates
5. Systems
6. Strategies
7. Processes
8. Procedures

27. TRACK CHANGE ORDERS & EXPENSES
PRODUCTION
Change orders & expense tracking show clients where things
stand -- and ensure you get paid
Change orders should bring you profits – not
headaches. Easily create and approve COs online, and
then automatically get paid upon approval.
 Painlessly create change orders: Turn selection
overages into change orders or create new ones
from scratch with a few clicks.
 Get signoffs easily: Secure, online signoffs for clients
keeps your project moving forward.
 Manage fixed-price and open-book jobs: Regardless
of your project’s financial structure, clients see
exactly where they stand.
Production Component Services
1. Coaching
2. Training
3. Consulting
4. Templates
5. Systems
6. Strategies
7. Processes
8. Procedures

28. SHARE PHOTOS & FILES
PRODUCTION
Getting the right info, to the right people, at the right time is
critical to effective project management.
All your project photos and files in one place.
 Stay organized: Attach files to selections, change
orders, and more to keep information in the right place.
 Keep your data safe: Choose which files are shared with
clients, trades, or just your own team.
 Get what you need from anywhere: View files and
upload photos on-the-go .
 Share on online: Generate more leads when clients
automatically share progress photos with friends,
complete with your company’s name on the album.
Production Component Services
1. Coaching
2. Training
3. Consulting
4. Templates
5. Systems
6. Strategies
7. Processes
8. Procedures

29. STREAMLINE BIDDING
PRODUCTION
A bidding process that works for you – not the other way
around
Make detailed bid requests, trade communication, bid
awards, and estimate updates fast and accurate.
 Create detailed bids in minutes: Spec, selection, and
estimate data flows right to your bids to create
detailed, accurate requests without double-entry.
 Cut your bidding time in half: Sending templated
notices & share your latest files and bid details to
everyone at once.
 No waiting on trade contractors: With a single click,
trades can tell you if they plan to bid, and they’ll get
automatic reminders as the due date approaches.
 No more double-entry: Once you select the winning
bid, one click pushes your bid numbers right to your
estimate.
Production Component Services
1. Coaching
2. Training
3. Consulting
4. Templates
5. Systems
6. Strategies
7. Processes
8. Procedures

30. EFFORTLESS PROPOSALS
PRODUCTION
Give prospects their first – and best – proposal
With everything in one place you can win more jobs
by instantly generating proposal documents.
 Close more jobs: Increase your closing rate by
being the first to submit your proposal, since the
first to respond is more likely to land the job.
 Wow your prospects: Impress your information-
hungry prospects by giving them the most
complete, detailed proposal among your
competitors – with no extra effort from you.
 Save time bidding: When you increase your lead-
to-sales conversion rate, you save time allowing
you to sell more with less effort.
Production Component Services
1. Coaching
2. Training
3. Consulting
4. Templates
5. Systems
6. Strategies
7. Processes
8. Procedures

31. PAYROLL MANAGEMENT
PRODUCTION
Stop headaches for your field team and bookkeeper with time
clock.
Automatically track payroll when employees punch in per job
and tag the task they are working for easy job costing.
 Know what your people are doing, NOW: View the live
feed of everyone who is clocked in, including the job and
activity.
 Keep your field team happy: Make life easier for your
field employees with quick clock-in/clock-out from web or
mobile without extra apps or spreadsheets.
 Save on payroll: Pay for the time employees actually log,
not what they “remember” to write on their time sheets
 Keep your bookkeeper sane: Real-time reporting,
filtering, and exporting makes timesheet management
easy
Production Component Services
1. Coaching
2. Training
3. Consulting
4. Templates
5. Systems
6. Strategies
7. Processes
8. Procedures

32. Know what happened in the field today with Daily Logs
Keep an accurately schedule staying in the know by making it easy
for your field team to log what happened on a day to day basis.
 Save time in production meetings: Save valuable meeting time
by viewing the daily history for one job or viewing everything
that happened on a day across all of your projects
 Automatically Keep Clients Informed: Let your clients know
about progress, with no extra effort, by choosing which log
notes they can see
 Spot Trends Over Time: With custom flags, you can easily report
on issues like late subs and missing orders to spot recurring
issues on projects
 Quickly Enter Updates: Team members in the field can input log
notes via the mobile app in seconds by typing or using voice-to-
text
PRODUCTION
TRACK JOBSITE ACTIVITY & PROGRESS
Production Component Services
1. Coaching
2. Training
3. Consulting
4. Templates
5. Systems
6. Strategies
7. Processes
8. Procedures

33. “If the clients ain’t happy, ain’t nobody happy”
Keep the joy in your business by serving happy customers who
get the information they want, who have an experience they’ll
love, and who catch the irresistible urge to refer others.
 Sales Tool: Prove to skeptical prospects how you’re better
and increase your sales conversions by standing apart from
your competitors.
 Contract Acceptance: A system that makes it hard for you
prospects to say no. Effectively present your proposal, easily
gather signatures, and close the construction contract.
 Boost Client Referrals: Give clients what they want when
they want it: organized and accessible, selections, costs,
photos, conversations, and more keeps clients happy and your
phone quiet
PRODUCTION
IMPROVE CLIENT COMMUNICATION
Production Component Services
1. Coaching
2. Training
3. Consulting
4. Templates
5. Systems
6. Strategies
7. Processes
8. Procedures

34. Stop double-entry and cut mistakes with accounting integration
Bring your systems together, stop mistakes, and save time by
automatically pushing and pulling key information from your
accounting system.
 End budget double-entry: Always know your up-to-date
spending and projected costs with automatic data pulls from
QuickBooks
 Create accurate invoices: Always create clear, consistent client
invoices by automatically transferring change order details
and pricing for you
 Job & Cost Tracking: Cost codes connect estimate, budget,
PO’s, schedule, time clock, all integrated with project
management and accounting software.
PRODUCTION
ACCOUNTING SYSTEM INTEGRATION
Production Component Services
1. Coaching
2. Training
3. Consulting
4. Templates
5. Systems
6. Strategies
7. Processes
8. Procedures

35. Never let your To-Do’s fall through the cracks
Keep little glitches from blowing up into big problems with drop-
dead simple to-do.
 Get all of your tasks on ONE list: All of your action items go in
one place, so you don’t have to manage different systems for
to-dos vs. your schedules.
 Easily add and manage items from anywhere: Whether from
multiple places in the website or a finger tap away on the
mobile apps, add to-dos as you see them
 Create accountability with reports: Notifications to team
members and trades, plus advanced reporting, keeps you –
and them – on top of open items
 Templates & Checklists: Never miss a thing with our many
checklists templates for all types of projects and phases of this
projects.
PRODUCTION
KEEP TRACK OF TO-DOS
Production Component Services
1. Coaching
2. Training
3. Consulting
4. Templates
5. Systems
6. Strategies
7. Processes
8. Procedures

36. PUNCHLIST & WARRANTY
Retention
Leave a great last impression on clients with a strong
punchlist & warranty process
When you’re focused on the next project to start, how do you
make sure you don’t anger your past clients with outstanding
warranty items?
 Easily Communicate with Subcontractors: Choose to loop
your clients and subs into the same conversation so they
can set appointment times, but you still see the
communication thread.
 Don’t drop the ball: Reminders and reports for your team
and trades ensure you don’t forget to take care of lingering
items.
 Verify Client Satisfaction: Once you mark an item as
complete, clients can confirm, so you avoid referral-killing
misunderstandings.
Retention Component Services
1. Coaching
2. Training
3. Consulting
4. Templates
5. Systems
6. Strategies
7. Processes
8. Procedures

37. POST PRODUCTION STRATEGIES
Retention
Customer retention strategies to help you stand out from your
competitors by showcasing your commitment to quality and customer
service.
Happy customers lead to referrals which are the quickest way to grow
your business. Improve the quality of your work in the process.
 Completion Folder: A complete packet of information including
checklists and To Do’s to help you close out the project and surpass
your customers expectations.
 Surveys: A multi-touch survey process provides an easy and
effective way to get an unbiased assessment of your company’s
performance. Use our survey templates to boost your testimonials
and referrals.
 Generating Testimonials: Complete system to actively seek client
testimonials. Boosting the number of testimonials posted to online
sites such as Houzz, Angies List, & the BBB will increase trust in
prospective homeowners are looking for quality contractors.
Retention Component Services
1. Coaching
2. Training
3. Consulting
4. Templates
5. Systems
6. Strategies
7. Processes
8. Procedures

38. The hiring process is the first step in building your team.
Building and Remodeling is a team activity. It takes the input of
many people, working toward the same goal, to consistently build a
quality product grow a successful business.
 Hiring Strategies: Recruiting techniques to identify, attract, and
secure great prospective employees who are the superstars in
the crowd.
 Onboarding Procedures: The parts and pieces that go into a
well-run onboarding process so that you can keep these new
superstar employees after you’ve hired them.
 Human Resources: Get the tools your HR department needs
such as Interview Questions, Orientation Checklist, Job
Descriptions, Employee Manual, Employee Agreements,
Positional Hiring Criteria's, Policy’s, Performance Evaluation,
Bonus & Incentive Program, much more.
Personnel
BUILDING YOUR TEAM
Personnel Component Services
1. Coaching
2. Training
3. Consulting
4. Templates
5. Systems
6. Strategies
7. Processes
8. Procedures

39. Processes for hiring and managing top employees.
The results required to grow your business are gained through
people. This is much easier when you have the right people on
your team.
 Leadership is Delegation: Coaching & Training to help you
become a great leader and manager enabling you to give your
team members the opportunity to shine and grow while they
learn to think and act like owners.
 Standard Operating Procedures: Having a clearly outlined
directs for your team enables tough decisions to be made
when necessary, not holding up projects, upsetting customers,
and cutting into profits.
 Volume Built Per Employee: You are not in business to employ
people. You are in business to provide a service and make a
profit doing it. Know what your VBPE is and how to maintain it.
Personnel
MANAGEMENT TECHNIQUES
Personnel Component Services
1. Coaching
2. Training
3. Consulting
4. Templates
5. Systems
6. Strategies
7. Processes
8. Procedures

40. CONTRACTS
Legal
Your contracts need to address the latest critical needs and trends in
construction. Our comprehensive construction contracts include
clauses that cover scope of work, permits, insurance, arbitration,
change orders, finish schedules, project allowances, sales agreement,
toxic mold, hazardous materials, termination, and more.
Relying on a handshake or a non-standardized agreement leaves you
extremely vulnerable, doesn’t hold up in court, and can be disastrous
for your business..
 Contracts: Our contract documents are tested and proven to
minimize risk for every type of project.
 Time-Tested Risk Protection: Our contracts provide the
protection you need for your projects and help ensure that you
don’t get burned by a bad contract or a dishonest client.
 Ease of use: Our contracts speed up negotiations and help
prevent conflicts, so you can focus on your project, not your
potential for liability.
Legal Component Services
1. Coaching
2. Training
3. Consulting
4. Templates
5. Systems
6. Strategies
7. Processes
8. Procedures

41. BUSINESS MANAGEMENT
Legal
Just like a home, without a solid foundation everything else in your
company can and will be effected.
Set up your business so it properly as it will impact many of your
decisions now and far into the future. This can have a bearing on the
amount of taxes you pay, the way you pay yourself, the level of
overhead you are committing to, the types of work your company will
perform, as well as the role you will play as the company develops.
 Shaping Your Business: An organized business, starts with the best
legal structure through the development of systems that will guide
the flow of work through your organization.
 Corporate Entity: Choosing the Right Legal Structure for your
business will determine many things including how safe and
secure you and your personal assets are.
 Business Planning: Utilize our proven Business Plan template to
establish a well thought out plan for the future growth of your
company.
Legal Component Services
1. Coaching
2. Training
3. Consulting
4. Templates
5. Systems
6. Strategies
7. Processes
8. Procedures

42. MANAGING YOUR MONEY
Financial
Understanding the flow of money in and out of your company is a skill
you will need to master to become a successful remodelers.
Making money with your remodeling business doesn’t “just happen”.
Money is made through strategic planning. You plan for profit by taking
conscious actions like using budgets throughout the company, by
accurately estimating the costs of the projects, and by using financial
reports to monitor your progress.
 Financial Tools: Use financial reports that contain the information that
will tell you exactly how to improve the performance of your
company. These tools help you monitor the health of your business at
any point in time.
 Overhead: You can’t make a profit if you can’t sell the job at the
proper price. Knowing your overhead is critical to profitability.
 Calculating Earned Income: Using the Percentage of Completion
method increases accuracy. Our Work-in-Process (WiP) template is an
essential tool for using this accounting method.
Financial Component Services
1. Coaching
2. Training
3. Consulting
4. Templates
5. Systems
6. Strategies
7. Processes
8. Procedures

43. QUICKBOOKS
Financial
Get the MAXIMUM possible results from QuickBooks for your
construction business!
Running a construction business is a difficult job, especially in this
economy – when now more than ever you need to rely on accurate
job costing.
 Set-up: Get your QBO account set up right and have a the top
accounting system used by builders and remodelers at your finger
tips where ever you are.
 Chart of Accounts: The Chart of Accounts is the backbone of
your business. It plays a role in every single transaction you
enter into QuickBooks. Enhance the Accuracy of Your Financial
Reports with a proper COA.
 Cost Codes: The core of tracking job cost starts by setting up
your cost codes properly. Tracking Work-in-Progress produces
more profitable projects.
Financial Component Services
1. Coaching
2. Training
3. Consulting
4. Templates
5. Systems
6. Strategies
7. Processes
8. Procedures

44. CASH FLOW SOLUTIONS
Financial
Using the correct payment schedule can instantly change your
cash flow.
Payments are how cash flows into your company. Schedule
payments properly, and you'll have positive cash flow on every job.
 Payment Schedules: If you want positive cash flow in your
construction business, make sure you're using the right payment
schedule on your contracts.
 You’re not a bank: Stop financing your customers projects and
quickly boost your cash flow.
 Handling Change Orders: Keep positive cash flow in your
construction business by maintaining a clear process for
handling Change Orders.
Financial Component Services
1. Coaching
2. Training
3. Consulting
4. Templates
5. Systems
6. Strategies
7. Processes
8. Procedures

45. OFFERING FINANCING
Financial
Accelerate the growth of your business. Increase your average job
size and stop loosing clients because of budgetary issues.
Options = Opportunity - Financing options translate into growth
for your business by providing your customers an opportunity to
complete their dream projects and never have to collect a
payment.
 Increase Inbound Leads: Advertising payment options is proven
to increase inbound sales leads resulting in more sales for you.
 Close More Sales: Offering an unbeatable choice of payment
options closes more sales, helping grow your business.
 Make More Money: Increased leads and larger projects mean a
better bottom line for your business.
 Do Larger Projects: Payment options give your customers the
chance to upgrade their project scope.
 Quick and Easy: Our phone application with a decision in
minutes lets you close the deal while you’re in the home.
Financial Component Services
1. Coaching
2. Training
3. Consulting
4. Templates
5. Systems
6. Strategies
7. Processes
8. Procedures

46. BUSINESS CREDIT & FUNDING
Financial
"Nothing is more expensive than a missed opportunity."
Use the most comprehensive system available for securing money
for your business and secure funding without a personal credit
check or guarantee.
 Funding for Your Business: Our financial solution is perfect for
all size businesses that are in need of funding to help grow
their business.
 Business Funding Suite: Step-by-step guide to help you first
quickly obtain funds for your business, and then begin the
business credit score building process.
 $50K Guarantee: Our Business Funding Suite and direct
funding programs can help you easily meet your financial and
capital needs all backed by Our Iron-Clad Guarantee.
 Business Credit: Get Credit That’s Linked to Your EIN not Your
SSN. Building a business credit profile for your company, will
position you to secure funding without a personal credit check.
Financial Component Services
1. Coaching
2. Training
3. Consulting
4. Systems
5. Strategies
6. Processes
7. Procedures

47. Business Development System
For more information on how we can help you build and grow
a STRATEGICALLY DESIGNED BUSINESS that provides an experience your EMPLOYEES will
embrace and your CUSTOMERS will love that you’ll be PROUD OF, every time.
Contact Us Today!
Design - Build – Remodel
A Smarter Approach To Building And Remodeling