Free Construction Sales Checklist

Prepared by:
[YOUR NAME]
[YOUR COMPANY NAME]
Client Engagement
Reach out to potential clients via phone or email.
Document client project requirements, including scope, budget, and timeline.
Qualify the lead based on project alignment with company capabilities.
Schedule a site visit to gather more project details.
Proposal Preparation
Confirm client requirements for the proposal.
Calculate project costs, including materials, labor, and expenses.
Draft and review a comprehensive proposal.
Submit the proposal to the client.
Project Feasibility
Conduct a site assessment to identify potential challenges.
Verify required permits and compliance with local regulations.
Coordinate with subcontractors for availability and capabilities.
Confirm the availability of company resources for the project.
Contract Finalization
Review and clarify contract terms, including payment and timeline.
Negotiate contract adjustments if necessary.
Obtain client approval and signatures.
Post-Sale Follow-up
Schedule an initial project kick-off meeting.
Collect the agreed-upon down payment or retainer.
Follow up with the client to confirm satisfaction.
Keep the client informed on project progress and milestones.
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The Construction Sales Checklist Template from Template.net is a fully editable and customizable tool designed to streamline your construction sales process. Easily adjust the checklist to fit your project needs. Editable in our AI Editor Tool, this template helps manage tasks efficiently, ensuring a smooth, organized workflow and maximizing sales success in construction projects.
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