Free Construction Sales Checklist Template
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.
