Our plan (for the beginning) is that I will meet with customers while my husband is doing the work to maximize on our timing. He is the expert, of course, on what needs to be done and how long it will take, so I created a checklist that I can use to get him as much information as needed for him to make a reliable quote. This will also be given to any operators as we grow and hire so if a neighbor asks for a quote while on a job, it can be done right then. I used the checklist Austin provided in the classroom and expanded on it. I thought I would share in case it could be helpful to others. I took our logo branding off so you can use it and add your own. Feedback is also appreciated.
I am a full time accounting manager (for now) and part time Realtor, so creating spreadsheets and documents are kinda my thing. 😊