Client Management Documents for Contractors (Build Your Own)

Construction contractors and Home Builders can create the Client Management Documents with these in-depth examples.

Created by: Dennis Anderson
"Nailing It" - a business guide for general contractors and home builders.

What Will I Learn?

• Understand and use the five Client Management Documents to control and document interactions with homebuyers.
• Also, these five documents can help to control Client Transaction Risk, one of the largest risks we face as home builders.

Requirements

• Students intending to create their own Excel versions of the five Client Management Documents should have a working knowledge of Excel.
• Students who wish to bypass the creation process should consider the companion course "Client Management Documents for Contractors (with Template). This course contains a fully functioning template ready to be integrated into your construction company processes.
• Students who start out with this course and then decide that the companion course, containing the ready-made template, is a better choice will receive a tuition credit for the amount paid for this course. You must contact the instructor to receive this credit.

Target audience

• This course is for General Contractors, Builders, and construction business start-ups.