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  • Builder Academy
    • Access Builder Academy courses and memberships
    • Builder Academy Introduction
    • Builder Academy Themes
      • 0. Begin With You
      • 1. Start a Construction Company
      • 2. Run a Construction Company
      • 3. Market a Construction Business
      • 4. Estimate a Construction Project
      • 5. Create the Sales Process
      • 6. Manage Construction Clients
      • 7. Control Construction Associates
      • 8. Supervise a Construction Project
      • 9. Control Construction Finances
      • 10. Use Your Digital Toolbox
    • Builder Academy Tutorials
      • Builder Academy Toolbox
      • Builder Academy Blog
      • EstimatorPRO
        • EstimatorPRO - Best Estimating Program
        • How-To Video - Intro to EstimatorPro
      • Asana Project Management
        • Asana - Project Management in the Cloud
        • How-To Video - Asana Project Management Template
      • Dropbox - A File Cabinet in Your Pocket
      • Quickbooks - Best Accounting Program for Builders?
  • Business Management
    • How To Think
      • General Topics
      • The Ten Commandments for Business
      • The Entrepreneurial Seizure
      • Government Agencies With Fingers In Your Pie
      • Develop a No-Nonsense Attitude
      • Thanks for the Miseries
    • Recognize Business Risk
      • How to Lose $100,000 In a Construction Business - Part One
      • How to Lose $100,000 In a Construction Business - Part Two
      • What does a $100,000 business risk look like? - Part Three
      • Proactive Business Risk Management Could Save 100K
    • Organization Structure
      • The Position Description
      • Organizing for Success
    • How to Systematize Your Construction Business
    • Start a Construction Business
      • The Smart Start (or ReStart)
      • 22 Steps to a New Start or Re-Start
      • Start-Up Checklist
    • The Business Plan
      • The Business Model Canvas
        • Intro to the Business Model Canvas
        • Business Model Canvas - What We Do
        • Business Model Canvas - Who Our Client Is
        • Business Model Canvas - Value We Provide
        • Find Your Unique Value Proposition (UVP)
        • How the Housing Buyer Values Shelter
        • How to Create and Communicate the Value in Your Product
      • Your Start-Up Self-Interview
        • Start-Up: Personal Plan
        • Start-Up: Business Plan
        • Start-Up: Marketing Plan
        • Start-Up: Production Plan
        • Start-Up: Financial Plan
    • Banks and Business
      • Borrowing for Business Growth
      • Putting the Loan Package Together
      • Banks in Trouble
    • Conducting a SWOT Analysis
      • SWOT Analysis
      • Step 1 Gather Info
      • Step 2 in the SWOT process
      • Step 3 Brainstorm the results
      • The Payoff - Use SWOT Analysis to Grow Your Company
    • Marketing
      • Marketing Your Construction Company
      • Marketing to the Affluent Prospect
      • Market Opportunity Analysis
      • Market Positioning
      • Marketing Checklist for Const
      • Digital Marketing to Support the Customer Journey
        • Finding Your Inner Geek
        • The Case for Digital Content
        • Creating Awareness
        • Ensuring Buyer Consideration
        • Locking Down Buyer Intent
        • Earning the Buyer Decision
    • What Should Your Margin Be?
    • Estimating for Profitability
      • Estimating the Project
      • Building Benchmarks - Down and Dirty
      • Building Cost Analysis
    • Year End Planning
  • People Management
    • Employees
      • Five Ways to Get Employee Buy-In for Change
      • Calculating Your Labor Burden
    • Clients
      • NAHB Residential Construction Guidelines
      • Initial Specifications
      • Client Contracts
        • Client Contract Series
        • Real Estate Contract Addendum
        • Five Contract Tweaks to Improve Cash Flow
      • The Client Management Document system
        • Client Management Documents Video
        • Client Management Documents
        • The Confirmation of Instructions
        • Notice of Acceptance
        • Draw Request
        • Restart Notice
      • More on Client Management
        • Thoughts on Client Management
        • How Do I Price My House?
    • Subcontractors
      • How Do You Work With Subs?
      • Subcontractor Agreements To Control Jobsite Quality
      • Monitor Subcontractor Insurance Certificates in Quickbooks
  • Project Management
    • The Hand-off - Sales to Production
    • Get Out of Your Own Way
    • Electronic File Set-Up
    • Job Binder
    • Electric Load Calculator
    • Permit Checklist for Residential Construction
    • Construction Flow Chart
    • Jobsite Safety Checklist for Your Job Files
    • The Daily Progress Report
    • The Job Board - Your Jobsite Communication Center
    • Asana for Project Mgmt
      • ASANA -The Scheduling Solution for Project Mgmt
      • Asana for Recording Your Daily Progress at the Jobsite
    • Project Management Toolbox
    • Design and Details
      • Generational Preferences in Design - 2016
      • Design Ideas & Construction Details
      • Key Design Measurements
    • Products for Your Projects
    • Money Management
      • Accounting
        • Const Accounting Overview
        • Builder Tax Strategy
        • Five Best Practices of Successful Construction Companies
        • Best Accounting Programs
        • Cash Flow Statement = Checkbook
        • The Nine Numbers(R)
          • The Nine Numbers You Need To Know
          • Slide Deck for Nine Numbers
          • Will My Business Survive?
        • NAHB Chart of Accounts
        • Overhead Allocation
      • Finance
        • Looking Into the Future
          • Forecasting Your Cash Flow
          • Forecasting based on Market Share
          • Forecasting based on Marketing Effort
        • Break-Even
        • Financial Decision-Making Tools
        • The Break-Even Formula
        • Mark-Up vs. Margin
        • How Much Are Supplier Discounts Really Worth?
        • Digging a Hole By Lowering Your Price
    • Resources
      • Coaching Available
      • All Videos on website
      • All Podcasts on Website
      • All SlideDecks on Website
      • All Free Downloads
        • Business Management
          • Start-Up Checklist Download
          • Business Model Canvas Download
          • What Does the Market Value Download
          • Unique Value Proposition Generator Download
          • Building Cost Benchmarks Download
          • SWOT Analysis Download
          • Year-End Checklist Download
          • Links to Government Resources
        • Marketing
          • Marketing Checklist Download
          • Market Gap Analysis Download
          • Market Opportunity Analysis Download
        • Client Management
          • Client Management Documents Download
          • "Estimating With MS Excel" White Paper Download
          • Initial Specifications Download
          • Client Contract Series Download
          • Real Estate Contract Addendum Download
          • NAHB Residential Construction Guideline
        • Subcontractor Management
          • Subcontractor Management Package Downloads
          • Revised Terms and ConditionsDownload
        • Project Management
          • Construction Flow Chart Download
          • Permit Checklist Download
          • Job Binder Download
          • Progress Report Download
          • Electric Load Calculator Download
          • 64 Important Design Numbers Download
          • Perfect Wall Download
        • Financial Management
          • NAHB Chart of Accounts Download
          • Break-Even Download
          • Cash Flow Download
          • Survive Download
          • Marketing Worksheet Download
          • Forecast by Market Share Worksheet
          • Overhead Allocation Job-Days Download
          • Overhead Allocation Cost of Goods Sold Download
        • All Management Tools - Decision Models, Templates, and Samples
      • Products
        • EstimatorPRO - Best Estimating Program
        • NAHB Chart of Accounts Template
        • Asana Template for Production
        • Subcontractor Agreements
        • Client Relationships
          • Client Management Documents
          • Client Contract Package
        • Seminars and Special Events

    Client Management Topics, Samples, and Downloads

    All management tools presented on this site are subject to the site disclaimer. Please read in full before implementing any of the information presented.



    Client Management
    Topics

    Client Management Samples

    Client Management Downloads

    Client Contract Series

    Client Contract Samples

    Client Contract Series

    Complete Client Contract Package
    $50.00

    The Confirmation of Instructions

    The Notice of Acceptance

    The Draw Request

    The Delay Notice

    The Restart Notice

    Sample Confirmation of Instructions

    Sample Notice of Acceptance

    Sample Draw Request

    Sample Delay Notice

    Sample Restart Notice

    Client Management

    Get the entire interactive Client Management Package and training videos

    Subscribe for just $7.99/mo or one-time payment of $79/lifetime

    The Real Estate Contract Addendum

    Construction Agreement

    Standard Specifications

    Allowance Schedule

    Builder Limited Warranty

    The Real Estate Contract Addendum Download

    The Initial Specifications form

    Sample Initial Specifications form

    The Initial Specifications form Download



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