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crm documentation spreadsheets construction estimating๐ Description
- Manage inbound/referrals; guide prospects through the full sales cycle.
- Translate client needs into recommendations; align stakeholders.
- Define project scope; provide inputs for estimating; identify risks.
- Own pre-construction: selections, scope docs, and change orders.
- Present proposals; explain scope/pricing; secure signed agreements.
- Track opportunities in CRM; improve processes and reporting.
๐ฏ Requirements
- Residential construction and remodeling expertise.
- Strong estimating, margin, and cost-risk judgment.
- CRM platforms, estimating tools, spreadsheets, and proposal development.
- Proficient in field documentation (photos, measurements, notes).
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