Client Management Documents for Contractors (Build Your Own)

Construction contractors and Home Builders can create the Client Management Documents with these in-depth examples.
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  • Lectures 21
  • Length 1.5 hours
  • Skill Level Intermediate Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 11/2015 English

Course Description

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:

  • Set initial specifications and get paid for changes;
  • Keep the client, lenders and yourself informed and up-to-date on the
  • finances of a job;
  • Bring any client issues to the surface before they cost you big-time;
  • Understand the motivations of your clients better;
  • Get paid quicker by customers and/or lenders;
  • Document problems between you and your clients so you are prepared for
  • confrontations;
  • Manage one of the biggest risks you face as a builder – Client Transaction Risk.

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.

What are the requirements?

  • Students intending to create their own Excel versions of the five Client Management Documents should have a working knowledge of Excel.
  • Students who wish to bypass the creation process should consider the companion course "Client Management Documents for Contractors (with Template). This course contains a fully functioning template ready to be integrated into your construction company processes.
  • Students who start out with this course and then decide that the companion course, containing the ready-made template, is a better choice will receive a tuition credit for the amount paid for this course. You must contact the instructor to receive this credit.

What am I going to get from this course?

  • Understand and use the five Client Management Documents to control and document interactions with homebuyers.
  • Also, these five documents can help to control Client Transaction Risk, one of the largest risks we face as home builders.

Who is the target audience?

  • This course is for General Contractors, Builders, and construction business start-ups.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Introduction to the Client Management Documents

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, reputation, maybe even your business.


Everyone has to play together nicely in the homebuilding sandbox. Learn how to train your buyer about his responsibilities.

Learn the names and the functions of the Client Management Documents. A 30,000-foot view.

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.

Section 2: Designing the Client Management Documents for Your Construction Business

Why the Client Management Documents are designed the way they are. The important information that each form will gather.

A look at the Dashboard of the system and why the information is gathered there.
An in-depth look at the features and applications of the Confirmation of Instructions.

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.

An in-depth look at the features and applications of the Restart Notice.

It’s all about managing the transaction risk. The Client Management Documents can help you do that.

5 questions

Check to make sure you have retained the highlights of the DESIGN portion of this course.

Section 3: Using the Client Management Documents In Your Construction Business
An introduction to the actual use of the Client Management Documents.

How the DASHBOARD is used in an actual homebuyer case. Contains suggestions for personalizing the documents to your construction business.

Shows how the CONFIRMATION OF INSTRUCTIONS would be used in an actual case. Demonstrates the importance of providing accurate information and tracking the financial impact of changes to construction specifications.

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.

Illustrates the importance of completing the information on the RESTART NOTICE to document what actually happened on a project. Contains commentary on how to use the DELAY NOTICE and RESTART NOTICE to protect your construction company if the project becomes contentious.

Some final thoughts and a distillation of the entire course to one final statement. What to remember if you forget everything else.

7 questions

Check to see that you got the highlights of this Section.

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Instructor Biography

Dennis Anderson, "Nailing It" - a business guide for general contractors and home builders.

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.

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