DRH Sales Course

The Sales Workflow session of the David Reid Homes Learning Portal will give you the tools to implement a structured sales step-by-step. From the initial sales enquiry through to the building contract stage. Following the Sales Workflow will ensure you are in control of the sales process and demonstrates to your client you have the systems in place to deliver their custom home building project.

This session will provide an overview of the tools and resources you will have available to you to streamline your sales process.    If you or your team have completed the Marketing Portal module and started on your digital marketing journey you have already begun your sales process with your prospective client.

One of the most powerful tools in sales is educating the client.  The Essential Custom Home Building Guide is a comprehensive presentation to be shared with clients as a pdf during the initial sales process or during a face-to-face sales consultation.

There are so many components that need to come together for a builder to complete a successful custom home building project.   The Sales Workflow is your step-by-step guide from the initial site inspection and sales consultation through to contract signing to ensure your team have the systems in place to successfully navigate the sales and pre-construction tasks.

The site inspection is a critical element of the Sales Workflow.  You need to ensure you have all of the site information needed to provide an accurate cost and scope of works for the client.

The Sales Consultation is an opportunity to outline your experience and expertise to the client.  A face-to-face meeting will build trust and rapport with the client.

The New Home Proposal template is a simple tool to streamline your sales process.  It will help you clearly collate and track the client’s requests and also provides an initial  checklist to refer to you when you start the estimate for the project.

The Mark-Up / Concept sketch will help to provide a clear design brief to the draftsman/ designer.

It is important to gather all the critical information needed during your initial sales consultation --- it is just as important to record and collate the information.

To begin the design process and provide a detailed New Home Proposal and cost analysis for a custom home building project, the client will need to pay a Preliminary Fee and sign a Preliminary Agreement.

The design stage can, at times, be challenging.  It is important to continue with your structured sales process.

To proceed to a Building Contract, a 2nd Preliminary Fee is payable.  The 2nd Preliminary fee covers your costs to prepare the Building Contract and associated documents.

There are a number of tasks to complete to be ready to sign a Building Contract.  This session includes a checklist of documents you will need to prepare for the Building Contract.

It is imperative you have a clear structure in place when it comes time to begin the design phase.  Providing a clear design brief to your drafting/designer team is a critical element of your streamlined sales process.

In this section we cover the resources available to franchises to assist when it comes to showcasing all that David Reid Homes has to offer clients looking to build their dream custom home.

At this point you will be ready to provide a comprehensive fully costed New Home Proposal and working drawings to proceed to the Building Contract stage.   All of your diligence in previous stages to get to this point will have paid off.   You are confident that what you are presenting to the client is in line with their design brief and budget.