Education & Workshops
Learn From the
Industry's Best
Select one of the following topics for your business, association, classroom, or peer group
Construction Business Development - Strategies for Growth and Success
You will learn:
1.How to streamline your sales and bidding process making it more efficient and more effective
2.How to reduce costs, minimize risk, and maximize time from new opportunity to contract
3.How to create professional proposals using existing Excel takeoff/estimate worksheets to impress your customer
4.Increase profits by identifying the most providable jobs, customers, bidding patterns to avoid costly mistakes
5.How to market your services before, during, and after the sale
6.How to screen and score bids to increase conversions and profits
7.How to create a central database for customer, sales, job, work order, and bid information
Construction Best Practices: Proven Methods to Reduce Costs and Increase Profits Throughout the Entire Presonstruction and Bidding Process
1. How to streamline your sales and bidding process making it more efficient and more effective
2. How to reduce costs, risk and time from new opportunity to contract
3. How to create professional proposals using existing Excel takeoff/estimate worksheets (or estimating software) to impress your customer
4. Increase profits by identifying the most providable jobs, customers, bidding patterns and avoiding costly mistakes
5. How to market your services before, during and after the sale
6. How to screen and score bids to increase conversions and profits
7. How to create a central database for customer, sales, job, work order, and bid information
We will end with a profitability improvement calculation based on your company profile and activities.
Professional Proposals Using Excel Worksheets
This course teaches you how to easily create professional proposals directly from your existing Excel spreadsheets.
You will learn:
1.How to use your existing Takeoff and Estimating Worksheets to build professional proposals
2.How to add cover letters, scope of work, inclusions/exclusions, terms and conditions, project info, and more from Work, Excel or PDF documents
3.How a single PDF is generated for printing, downloading or emailing directly to your customers
4.How electronic signatures, tracking and status alerts works to save you time and money
The focus will be on simplicity using existing worksheets and providing professional proposal that will impress you customers.
How to be #1 and Stay #1 on Every General Contractor's Bid List
In this course you will learn:
1.What GC’s look for from their subcontractors and suppliers
2.What you can do on each bid opportunity to impress them
3.How you can continue to impress them before, during and after the jobs is complete
Business Development Best Practices for Construction
With experience in over 1,000 successful construction software implementations, we will share how to properly select, implement and execute a success Construction CRM program.
We will cover:
1.Best practices for identifying and selecting construction CRM software
2.Proven methods for a successful implementation
3.How to ensure you project stays on track and ensure you maximize your ROI from your construction CRM software investment
Business Development Workshop: Streamlining your Preconstruction, Bidding, and Marketing Process
This 2 day workshop looks at the business development process to ensure each step operates as efficiency and as effectively as possible. You will learn:
1.How to break down the business development process into individual steps, team and organizational impact, strengths, weaknesses and opportunities (SWOT), inputs/outputs.
2.We will identify opportunities and recommendations to streamline processes, reduce cost, minimize risk and improve profits
3.We will develop a playbook to guide your team though implementing the recommendations
4.We will wrap up with a cost savings and profit improvement calculator to predict the results based on your company provide