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crm spreadsheets proposal development estimating change orders๐ Description
- Manage inbound/referral opportunities; guide prospects through full sales cycle.
- Translate client needs into clear recommendations; align stakeholders.
- Perform site assessments; define project scope; provide estimating inputs.
- Own the pre-construction phase: selections, scope docs, change orders.
- Present proposals; explain scope and pricing; secure signed agreements.
- Manage scope changes; align client expectations; protect profitability.
๐ฏ Requirements
- Residential construction & remodeling expertise; evaluate site conditions.
- Job costing, margins, and change orders.
- CRM platforms; estimating tools; spreadsheets; field documentation.
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