If you have ever been concerned that your home buyer demands are interfering with the efficient management of your construction business, this course is for you.
This course provides complete examples of the five Client Management Documents and sufficient design detail to construct your own set of documents, as long as you have an intermediate working knowledge of Excel.
Learn how the implementation of these five documents can put you back in control of your client relationships and your construction finances.
Built on years of actual construction experience, you’ll get insights into how to:
Taught in a straight-forward, easy-to-understand manner by an instructor with university-level teaching experience and more than thirty years of construction management, this course, and all the courses in the “Nailing It” series, is meant for the hands-on management of your construction business.
When you complete this course and implement the Client Management Documents system you will be a better manager of your client relationships and your client transaction risks.
This course will focus on five of the most important documents your construction business can use to manage Client Transaction Risk, one of the biggest risks you face as a Builder. Not getting the communication right between you and your client can cost you....money, reputation, maybe even your business.
Everyone has to play together nicely in the homebuilding sandbox. Learn how to train your buyer about his responsibilities.
The title says it all…Why a home builder needs a Client Management System.
Here is a summary and quick refresher on the Excel skills you will need if you decide to try building your own Client Management Documents.
Why the Client Management Documents are designed the way they are. The important information that each form will gather.
An in-depth look at the features and applications of the Notice of Acceptance.
An in-depth look at the features and applications of the Draw Request.
An in-depth look at the features and applications of the Delay Notice.
It’s all about managing the transaction risk. The Client Management Documents can help you do that.
Check to make sure you have retained the highlights of the DESIGN portion of this course.
How the DASHBOARD is used in an actual homebuyer case. Contains suggestions for personalizing the documents to your construction business.
Shows how the NOTICE OF ACCEPTANCE would be used in an actual case. Contains comments regarding the necessity of building a record of approvals by using this document.
Discusses the importance of the DRAW REQUEST form to keep clients and their lenders apprised of the financial status of the project.
Discusses why and how to use the DELAY NOTICE, and provides commentary on the effect of its use on your client relationship.
Some final thoughts and a distillation of the entire course to one final statement. What to remember if you forget everything else.
Check to see that you got the highlights of this Section.
30+ years in the construction industry, a Master's degree in Business Finance, and years of consulting with builders have provided a unique perspective on how a home-building business should be operated.
Courses include 1)how to start a construction business; 2)managing subcontractors and clients; 3)down-and-dirty suggestions for protecting your assets; 4)financial decision models for contractors.
What you need to know to operate a successful homebuilding business delivered by someone who's been in the same trenches you are in.
That's "Nailing It" for general contractors and home builders.