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yes

no

1.

I/we bid other people's plans?

2

I/we provide design services for a fee?

3

I/we are qualified to provide design services?

4

I/we employ or sub-contract with a qualified designer or architect?

5

I/we use a design/build lead form to capture lead information?

6

I/we provide design ideas and concepts and bid for free?

7

I/we provide cost/plus bids?

8

I/we have determined that what type of clients we will work for?

9

I/we have determined what type of projects we will take on?

10

I/we will walk away from projects and homeowners that don't meet our model?

11

I/we will run an appointment with only one decision maker present?

12

I/we will not run an appointment unless all decision makers are present?

13

I/we have an accurate estimating system, that yields pricing that cover direct costs, indirect costs, overhead, marketing costs, sales costs, owners salary, equipment and profit?

14

I/we are proficient in explaining the budget to the homeowner?

15

I/we have a well defined sales process for design/build?

16

I/we have a well defined sales process for scope development?

17

I/we have a well defined sales process to complete an accurate written contract to build the project?

18

I/we have a stable of qualified subs and vendors to assist in the scope development of our projects?

19

I/we rely heavily upon allowances to complete the build contract?

20

I/we allow for time to assist the homeowner in the selection of products to be used on the project before the contract is finalized?

21

I/we try to eliminate all allowances in the build contract?

22

I/we require written scopes from subs and vendors that reflect the final scope of work in the build contract?

23

I/we have a well defined production process?

24

I/we use carpenters trained in the lead carpenter production system?

25

I/we have a written change order policy?

26

Our carpenters are trained to follow the contract and write change orders?

27

I/we prepare the job binder for the lead carpenter?

28

I/we conduct pre-construction meetings with the lead carpenter and the homeowner?

29

I/we provide a schedule for construction and hold weekly meetings with the homeowner?

30

I/we conduct weekly job cost reviews of our projects?

31

I/we create estimated versus actual job cost reports and review them weekly?

32

I/we have an accounting system with a chart of accounts that separates direct and indirect job costs, and produce the necessary financial reports needed to run my business?

33

I/we conduct forensic reviews of completed jobs?

34

I/we actively market our ongoing projects to the neighborhood?

35

I/we consistently ask our customers for referrals?