Sales should help Production make a seamless transition to the construction phase.
When submitted, form responses are sent to the email addresses provided and then deleted.
IF YOU WISH TO RETAIN THE INFORMATION YOU HAVE ENTERED, ADD AN EMAIL ADDRESS BEFORE SUBMITTING.
Sales should provide this information to Production–
The hand-off from Sales to Production is a critical step in the building process.
Sales has been working with the client to bring their dreams alive in the design, specification and budgeting process of building a home.
Production may have been consulted a time or two during this process, but cannot be expected to be up to speed on the needs and wants of the Client.
Send this form to anyone in the organization who may be dealing with the client.
Fully disclose any information requested:
This form is meant to alert all individuals who will be dealing with the client to any eccentricities or potential difficulties expected in the project.
The purpose of this document is to transfer all the inside information Sales has gleaned from its interaction with the Client to Production.
To this point, the client has been dealing with the Company through Sales. Now, the Client will deal with the Company through Production.
To the Client, she is still dealing with the Company, and will be disappointed if information provided to Sales does not survive the hand-off to Production.
This document will assist in that hand-off by addressing issues that may not show up in the contracts and/or blueprints, but are still critical to maintaining the Clients’ goodwill.
At the form, complete the specific information for the Project.
This is an internal form, so add any information which will make dealing with the client more effective.
Go to the “Send” tab at the bottom of the form–
The form will be sent to all emails listed in the form, including the “Copy To” emails;
🏅 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:
A 180+-day engagement covering financials, estimating, subcontractors, clients, and workforce.
Coaching sessions every two weeks to review your real numbers and coach policy implementation.
A monthly “Business Health Scorecard” that shows where you are strong and where to strengthen.
Focus on building a business system that allows you to:
move out of day-to-day management;
develop a valuable legacy enterprise; and
create a business with significant market value.
💲 Investment: $3,500-$5,000.
🪜 Progression logic:
This is the capstone — combining all five prior steps into one system that builds a business worth owning.
🎯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:
Create a Company organization chart.
Create Job Descriptions.
Implement employee policy handbook
Identify inefficiencies in labor margins.
Discover hidden labor costs.
💲 Investment: $1,250-$1,500.
🪜 Progression logic:
Labor is usually the last controllable variable — now you are tackling optimization and efficiency.
🎯Outcome: "Now I am in control of the work that must be completed, and my employees understand their positions and accountabilities."