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- Create a method of shortening the initial contact to closed sale cycle
- Create a simple budget range estimating spreadsheet for initial appointment
- Create a pricing model/formula
- Create a presentation book
- Create a PowerPoint presentation
- Create an outlined sales process and procedure
- Create a Sales hand off to Production procedure
- Create new forms required
- Recruit, hire, and train sales representatives
- Staff and manage a sales team
- Create a sales compensation plan
- Conduct a 2-day sales seminar – method, motivation, and execution
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- Create a marketing schedule for contacting clients, leads and prospects
- Create a post card for jobsite mailing
- Create a template letter for jobsite mailing
- Create a jobsite canvassing program
- Create a lead scheduling and qualifying procedure
- Create emails to be sent before and after appointments
- Create email series that are to be used as a follow up
- Provide online listing and web hosting
- Create a web 2.0 plan and culture
- Provide interactive marketing
- Pay Per Click Management
- Provide E-mail marketing campaign
- Create other non-traditional marketing efforts
- Create a formal client referral program
- Create a method/culture for getting more referrals
- Create a procedure for working a show booth and getting more leads/sales for each show
- Generate qualified leads
- Recruit, hire, and train a marketing staff
- Staff and manage a marketing team
- Provide customized contact software for prospect/lead/customer management and analysis reporting
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- Create a bonus incentive for all employees that will lead to more business
- Create management and reporting systems
- Create hiring and training procedures
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- We can provide Project tracking systems for:
- Project scheduling and progress
- Cash flow analysis
- Estimated vs. Actual project costs
- Detailed project budget plans
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- DBP pricing and selling program
- Includes:
- Intuitive assemblies for addition and all types of remodeling projects - Excel based
- The format is designed as a presentation selling and closing program
- Allows for company adjustments of markups for in-house labor, materials, sub-contractors, and allowances
- Allows for adjustments to labor burdened rates
- Both a detailed and ranges for price presentation
- Has a formatted commission calculator
- Creates a macro and micro budget report for production and accounting
- Creates a categorized estimate vs. actual tracking report
- NOTE: User must have MS Excel 2007 or 2010
- Also included:
- Customized setup with any project items you want to add or adjust from my standard
- Customized look and feel, unique to your company
- One 4-hour revision/update scheduled after the first 30 days of use.
- Support
- One 4-hour in office training session
- Two 2-hour training sessions via web conferencing during first 30-days of use
- Three additional revisions during the first 6 months of use
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- Maintenance Package
- Quarterly updates and adjustment available
- Includes project pricing reviews and sales support
- Includes annually sales training session
- Sales tools
- Step by step process for closing sales through project retainers for design and development
- Accompanying forms and presentation material
- Customized PowerPoint presentation related to the sales process
- Sales training and motivation
- In-person
- Through web conferencing
- Project design and development
- Remotely design projects for CAD presentation
- Prepare and compare to the related pricing file for the specific project
- Fees are based on a one-time payment plus a win fee for a sale
- Custom tracking systems created for:
- Client contact
- Commissions
- Jobs in progress
- Cash flow
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