Contractor and Remodeler Business Success Workshop #3

Strategic Estimating And Proposal Workshop

Know What You’re Selling Before You Sell It!

Note: This is Workshop #3 of a 6-Workshop Business Training Contractor Business TrainingProgram for Remodelers, Home Improvement Contractors, Sub Trades and Builders

National Lumber Mansfield MA

Date: Tuesday, Febuary 26, 2013

Time: 1:00-4:00 PM

***Free Lunch and Learn Session for attendees from 12:00-1:00 PM

Location: National Lumber, 245 Oakland St, Mansfield, MA

Pricing: $185.00 for this workshop or $750.00 to attend all 6 workshops!

Click here for map and directions


Contractor Training Workshop

MA CSL Continuing Education Class


This 3 hour workshop has been approved by the Massachusetts Board of Building Regulations and Standards for 2 credit hours towards Massachusetts Construction Supervisor License Continuing Education Requirements - Course #CS-7801, Coordinator ID Number: CSL-CD-0078

Quick Summary of all 6 Workshops


Know What You’re Selling Before You Sell It!

Strategic Estimating for remodelers

Many contractors look at estimating simply as a way to determine the cost of a project.  Then, when the project is sold, they essentially have to estimate the project all over again just to get a materials list and figure out how long things will take so they can create a project schedule.  A lack of adequate business systems is one of the most common reasons construction businesses fail.  That lack of systems causes additional work for the whole team, increased labor costs and often leads to expensive rework on projects.


Being strategic about the process you use to collect and document project information when selling to customers can really make a big difference for your business.   Done right, the estimating process can:

strategic estimating for contractors
  • Help you sell to the right prospects
  • Help you sell at higher margins
  • Provide production staff the information they need
  • Make project scheduling much easier
  • Help you identify what resources you will need and when so you can make smart hiring decisions.
  • Identify your cash flow requirements so you can pay bills on time
  • Help protect planned profits while producing those projects. 

The right process can also help improve handing the project off to your production team, freeing up the business owner and the salesperson so they can concentrate on running the business and selling more projects

If your current estimating strategy is limited to only producing the number you charge clients for a project, this workshop is for you.

Understanding cash flow


By completing this class you will:

  • Learn about the many benefits of strategic estimating
  • Learn strategies for managing allowances and protecting your margins on final selections and change orders
  • Discover how your estimating method can help you create project payment schedules that improve your cash flow and give your customer confidence about making payments.
      • Learn how to use and get a Free and simple to use Excel Estimating Template used by thousands of contractors all over the country
  • Discover how to create proposals that help you sell, differentiate your business, protect profits and manage customer expectations.
  • Learn how to make sure your team has what they need to install/build projects profitably and on their own.
  • Bring your follow-up questions from working on your estimating and proposal strategy to the Free Lunch and Learn session at the next workshop!


Thinking about figuring all this out on your own? 

If you and your business have the ability, the time and the money to learn all this stuff on your own check out this list of Five Great Books for Remodeling Business Owners.


Rather work one-on-one with a coach to help you?

Contact Shawn to find out how he helps remodelers and other construction related businesses all over the country achieve the business and personal results they desire.  If you're not earning and keeping enough money for your retirement yet he can help you change things.


Registration is required to attend these workshops and space is limited

Financial system for contractorsThis workshop and the Contractor Business Success Program are brought to you by The Contractor Coaching Partnership and Shawn McCadden