Sales Resources

Bathroom Idea Worksheet

Use this document to help you capture and record the client’s wish list for…
62.06 KB

Company Presentation Brochure Example

Review this attractive Company Presentation Brochure used by one of our successful…
2.72 MB

Contract Clause Examples

Often, a remodeling company owner feels the need to add information to the…
68.08 KB

Happiness Chart

The Happiness Chart – Compliments of Craig Deimler – Set expectations from…
111.35 KB

Kitchen Idea Worksheet

Use this worksheet to capture and record your client’s kitchen wish list….
62.73 KB

Qualifying Prospects: A Sample Telephone Script

Use this telephone script template to help you identify prospects who are…
63.35 KB

Sample Agreement: When Homeowner Is Handling The Painting

If you allow your clients to handle painting on their own, be very clear…
62.70 KB

Sample Client Meeting Notes Form

Use this form to document the many details and decisions discussed at your…
61.57 KB

Sample Construction Management Agreement

Use this agreement to confirm a client’s commitment to use your Construction…
67.65 KB

Sample Construction Services Retainer Agreement

This document is a template for a Construction Services Retainer Agreement….
61.39 KB

Sample Contract Addendum: Mold Responsibility

Add this clause to your contract to help protect your company in the event…
60.74 KB

Sample Cost Plus Contract

If you’re considering Cost Plus pricing for a project, this  contract template…
66.25 KB

Sample Cover Letter For Design Submission to Client

Use this template to create your own cover letter, setting expectations with…
61.07 KB

Sample Design Agreement

A design agreement is the first step in the design build process. Use this…
62.73 KB

Sample Design Build Agreement

The Design/Build business model can be wonderful because it creates small…
61.10 KB

Sample Design Build Agreement 2

Review this Design/Build Agreement and compare it with the other examples…
62.16 KB

Sample Design Schedule

This is an example of a schedule for the design phase of a remodeling project….
66.15 KB

Sample Draw Schedule Form

Use this form to create a Draw Schedule for your client, preparing them for…
61.56 KB

Sample Feasibility Study Agreement

Use this template to create your own Feasibility Study agreement. A Feasibility…
66.10 KB

Sample Feasibility Study Agreement 2

Create your own Feasibility Study Agreement — typically a first step in…
65.61 KB

Sample Handyman Terms and Conditions

If you offer Handyman services, this document can be used to communicate…
64.89 KB

Sample Lead Intake Sheet 1

Use this form to capture all of the pertinent information from new prospective…
61.19 KB

Sample Lead Intake Sheet 2

Use this form to capture all pertinent information from prospective clients.

63.61 KB

Sample Lead Intake Sheet 3

Use this form to capture all pertinent information from a new prospective…
38.00 KB

Sample Letter Of Intent

Follow this template to create your own Letter of Intent — a tool that encourages…
60.72 KB

Sample Letter: Thank You For Selecting Us

Use this template as a starting point in a letter for your clients. Send…
61.43 KB

Sample Letter: Declining To Participate In A Project

This template can help you create a polite, friendly letter to let clients…
62.78 KB

Sample Letter: Encouraging Prospects to Respond (Humorous)

This letter was written with the intent of getting non-responsive prospective…
62.02 KB

Sample New Client Prospect Process Checklist

Follow this checklist of tasks to make sure that all new client prospects…
61.55 KB

Sample Project Development Agreement

Use this agreement when clients commit to design development with your company.

61.38 KB

Sample Project Task List For Salesperson

Use this task list to help your salespeople collect all of the information…
64.97 KB

Sample Questionnaire For Deck Clients

Understand the needs and wants of your client before designing and building…
67.17 KB

Sample Release Of Liability

Use this sample to create your own Liability release, to be signed by your…
65.62 KB

Sample Request for Referral Script

Learn to easily and confidently ask for referrals from your clients by learning…
61.13 KB

Sample Sales Commission Plan 2

Considering adding a sales team? There are many forms of sales compensation…
104.17 KB

Sample Sales Cookbook

A sales cookbook is the recipe for generating leads. Typically followed by…
481.00 KB

Sample Schedule: Design Through Construction

Review this schedule of a project from design through construction. Adapt…
107.27 KB

Vendor References Example

This is an example of how one successful remodeler provides a vendor list…
8.33 KB