Initial details for project are conveyed and sales team begins by compiling the wants and needs of the Client and understanding potential pain points to avoid.
Follow Up
Sales department makes contact with Client or Project Manager to confirm details and objectives as well as timeline.
Initial Review
Scope of project is ascertained, including services & materials needed, size, schedule, substitutions and opportunities to extend cost savings are identified.
Research
Project is advanced by being sent directly to estimator for accurate calculations and if necessary site visit arranged if too many variables or specific precision required.
Project Worksheet
Estimation and Sales team combine information and verify final details to present to customer.
Proposal / Presentation
Client is sent proposal (and presentation if applicable) to provide pricing, technical & aesthetic insights to consider, as well as plan of action for completing project on or ahead of schedule.