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Sales Operations
1.1 Lead Generation
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? Services We Offer
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Tone
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Sign In
My Account
Home
General
Team Directory
Request Time Off
Tool Check In/Out
Vehicle Check In/Check Out
Hour Submittal Form
Overhead Receipts
Employee Expense reimbursement request
Improvement Hub
Developing New Processes
Full Expense Management Process
Converting a Cost Inbox Receipt to a Bill
Project Close Out
How to Determine Where to Upload a Receipt
Reimbursable Expenses (Time and Material/Open Book)
Admin/AR
Admin Overview
Admin/AR Closeout Lists
Billing and Deposits
Reception
Project Set Up/Client On Boarding
Admin Email Templates
Subcontractors/Vendors
Adding New Sub
Requirements to Subcontractors
Subcontractor Master Contract
Subcontractor Complaint Form
Subcontractor Blacklist
New Page
Human Resources/AP
Performance Improvement Plan (PIP)
HR/AP Position Overview
AP/HR Closeout Lists
Corrective Action Warning
COMPLIANCE Strategy
Compensation Strategic Plan
New Admin Onboarding
Sub Insurance
Employee Termination
Timesheet
Feedback
Bonus Request
Internal Correction Log
Performance Review Form
Pay Stubs
Employee Onboarding
Position Presentations
Interview Questions You Cannot Ask
Paid Sick Leave Policy
Tracking Time Off
Vino Status Change Template
SOP HIRING PROCESS
Interview Checklist
Interview Tips
New Hire Onboarding
New Hire Orientation Plan
New Employee Packet
Sick Leave Policy (“Up Front” or Advanced Based)
Sick Leave Policy (Accrual Based)
Vino Temporary Offer Letter
Vino Job Offer Letter Hourly/Salary Template
Temporary Offer Letter
Vino Job Offer Letter Hourly/Salary (Spanish) Template
Kaiser Permanente Summary of Benefits
Kaiser Permanente Account & APP
Vino Design Build Statement of Work Order
Paid Family Leave
Rejection Email
Disciplinary Action
Job Offer Letter Hourly/Salary Template
New Hire Welcome Email
Temporary Offer Letter (Spanish)
Job Offer Letter Hourly/Salary Template
Employee Schedule
Vino New Hire Announcement
Sick Leave Policy (Advanced Based)
Onboarding Offshore Employee
Status Change Template
INDIVIDUAL DEVELOPMENT PLAN (IDP)
Employee File Checklist
New Page
How to pay subcontractor
Estimating
Estimating Overview
Estimating
Sub Bid Invite
Sales Operations
1.1 Lead Generation
1.2 Lead Qualification
1.3 Appointment Setting
1.4 Qualification Needs Assessment
1.5 Proposal and Estimation
1.6 Follow-Up and Negotiation
1.7 Closing the Sale
2.1 Post-Sale Follow-Up
2.2 Referral and Upsell Opportunities
2.3 Sales Roles and Responsibilities
2.4 Performance Metrics and KPIs
Sales Overview
3.1 Training and Development
4.1 Template & Checklist
? Services We Offer
? Service Areas
? Lead Management
? Site Visit
? Handover to Project Manager
? New Sale Message Templates
? Rough Estimate Email Template
? Red Flags
? Cold Calling
? Door to Door Sales
? Ring Central
Project Manager
Project Manager Overview
Project Manager Closeout
Daily Logs
Inspections
Approving Payments
Change Orders
Pay Applications
Submittals
Project Manager Duties
Profit & Loss Tracking
Project Profit and Loss Tracking
How to Add a Subs Bid to a Project
How to create Bid Packages & Upload bids
How to Upload to cost inbox
When to create multiple bids on one purchase order
Superintendent
Superintendent Overview
Training/Onboarding
Training Quiz
Weekly Checklist
Daily Logs
Schedule
Inspections
Internal Rough Inspection
Client Walkthrough Rough Trades
Post Drywall Inspection
Internal Subcontractor Painting Oversight Checklist
Project Superintendent Overview
Training
Cabinetry and Countertops Installation Checklist
Daily/Weekly Schedule
Culture
Communication
Speed
Responsiveness
Cleanliness
Honor
Quality
Honesty
Technology
Punctuality
Spelling/Grammar
Client Interactions
Tone
Design Coordinator
Design Project Hand Off
Training/Onboarding
Design Coordinator Job Duties
Design Coordinator Agreement
Onsite Measuring Instructions
Schematic Plans
Deck Drafting Design Checklist
Tech
On Boarding Tool/ Software Checklist and Set Up
Docusign
Keyboard Shortcuts
TurboScan
Sharing Files
Google Calendars
Google Drive
Apple Computer Training
Onboarding Package
FAQ & Troubleshooting
Buildertrend Copy Photo / Files
Archive Shortcut
Reply All
Spam (Marking As Spam)
Snoozing
Schedule Sending
Settings We Use
Quick Tasks
Templates
Employee Personnel File
Tech
On Boarding Tool/ Software Checklist and Set Up
Docusign
Keyboard Shortcuts
TurboScan
Sharing Files
Google Calendars
Google Drive
Apple Computer Training
Onboarding Package
FAQ & Troubleshooting
Buildertrend Copy Photo / Files
Archive Shortcut
Reply All
Spam (Marking As Spam)
Snoozing
Schedule Sending
Settings We Use
Quick Tasks
Templates
MARKING AS SPAM
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