Setting Client Expectations: Nearing Completion

Video and Audio file of our Q + A Session: SETTING EXPECTATIONS – Nearing Completion In this Q & A session, we discussed how to set and manage client expectations as you near project completion, and navigate the builders’ clean and defects. And we also covered how to set and manage the expectations of your…

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Setting Client Expectations: During The Construction Phase

Video and Audio file of our Q + A Session: SETTING EXPECTATIONS – The Construction Phase In this Q & A session, we discussed the key processes to use during the construction phase, to set and manage expectations with your clients. This includes a detailed run through of site meetings, and how to use them…

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Setting Client Expectations: During The PAC Process

Video and Audio file of our Q + A Session: SETTING EXPECTATIONS – The Pac Process. The importance of setting and managing expectations is BIG when running successful projects and a building business. So many issues can be avoided through effectively setting and managing expectations, and being proactive in how you do it. In this…

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Communication, PAC Process + Project Sheets

PLEASE NOTE:  ANY INFORMATION OR TEMPLATES ABOUT THE PAC PROCESS ARE NOW SUPERSEDED BY THE PAC CHALLENGE.  You can still watch this Q & A for other helpful information and general discussion. Video and Audio file of our April Q + A Session. Both files are downloadable, if you wish to download and then watch /…

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Marketing, PAC Process & Time Management

[Watch time: 1 hour, 13 minutes] PLEASE NOTE:  ANY INFORMATION OR TEMPLATES ABOUT THE PAC PROCESS ARE NOW SUPERSEDED BY THE PAC CHALLENGE.  You can still watch this Q & A for other helpful information and general discussion. Video and Audio file of our Q & A Session Discussion included: PAC document review using a member’s…

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Implementing Systems and Processes

[Watch time: 1 hour] Video and Audio file of our Q & A Session. Discussion included: recommendations for first hire after admin staff (supervisor, project manager, or business development / sales manager?) what systems to use for project management client pre-construction must-do’s creating habits choosing which systems to start creating first setting up agreements, and…

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