Discover the Best Proposal Tools Software for the Construction Industry

Proposal tools software for Construction Industry

all right so you want to know how to create epic business proposals because you need sales to grow of your business and from marketing to sales in between there is the proposal this is how I create epic proposals with a custom client portal through your website with a downloadable contract and it's epic so stay tuned if you want to know how to do this [Music] if you have a website you can use Wix you can use Squarespace by the way this videos not even sponsored should be sponsored buzz not I use Squarespace for my website so I'm gonna click in here to my Jay Lane construction comm website and the cool thing is you can add pages so I'm gonna click pages and this is actually a fairly new thing that I'm trying at the bottom under not linked you can see some of these pages that I've added for example let's just click the parts house this is one that I sent yesterday for this client you can see I have a custom video here I have a little floor plan of what we're gonna do my architect design this little space plan of these this rest room the model that they're wanting to do and Jaylyn construction will provide the most professional construction experience for the parts house we value active and clear communication you can go and add all these different things that's just kind of an example of something that I've been building and working on for epic proposal templates and clients are being blown away this is winning me more work than I ever could have imagined because clients are not getting this from anybody else no one else is as thorough as detailed and I want you to be able to do the same thing I want you to be able to be more high-tech do these things for your clients be on the edge of the industry it's 20/20 you kind of have to step up your your game a little bit here to compete this is me helping you we have this little gift of our you know calendar and how we've kind of laid out the job sometimes most of time I'll actually include the actual calendar this particular job didn't have a counter but I have we complete beautiful work a little slideshow of our photos you can see we have a strong management teams in place so we're kind of showing the team layout you know and like a grid pattern so it's they're seeing the faces of the people that they're working with they're gonna be working with here's John a Karl and Ryan and Daniel and Austin and you know and of course me and then this big beautiful button that says clicked down the contract and so when they click that they are greeted with a beautiful custom template which as our logo has photos it's colorful it's bright it's got the schedule of values broken down so per division of each division of construction it's broken down and has the project cost directly built in and I'm gonna show you exactly how to use my template that you're going to be able to purchase on Jessie Lane consulting comm by the way the link for that is in the description you can purchase this template in word fill all this out and then export as a PDF and if you'd like you can attach it to a page then you then send them this link to their private custom URL on your website and they can download the contract from there and you can upload all kinds of things whatever you'd like just build it with Squarespace drag and drop I'm gonna show you all right here right now I've learned that the more detailed you are with your proposal the higher chance you have of being a war of the project we were just awarded a project recently for this oxygen bottling facility there were five GCS bidding on that project and we were awarded that project because of how detailed we were with this proposal so the scope clarifications is where you're gonna bullet point each specific thing per division so these are the things included in our general conditions these are the things included in site work these are the things that couldnít finishes so here's a quick example of a project we did where you know extremely detailed you can see like the finishes for example we included exactly which rooms are getting paint and this and this and that what type of you know acoustical ceiling tile where we do in the drywall you know where's everything happening because when the client knows that you got everything then they know that you got anything if there's something on the plans you can always just put a bullet point in here saying provide all the drywall shown as per plants and we do that a lot but there's any discrepancy on the plans or if you think of something that they should add and you want to communicate the fact that you're including it in your proposal put it in a bullet point under the division applicable so this is a fantastic proposal template you can add exclusions here at the bottom if you like and just really clear what's getting shown where this is actually a layout the ceiling that we did to show them exactly which tiles are going where so seven proposals you want to go a little bit more your million-dollar proposals you want to be a lot more detailed quarter million dollar proposals you want to be fairly detailed there's like under a hundred thousand dollars you want to give enough detail it would still be detailed it's just gonna be a smaller project so it won't be as much detail but always be as detailed as you possibly can there you have a little about our company's section and you can change all of these colors I'm about to show you how to do that right now add the team the Gantt chart schedule on the Builder trend thank you you're not gonna be disappointed with us etc a little photo of you at the bottom boom so when you download this proposal from Jesse Lane consulting comm it's a word template it's $197 it's gonna be extremely worth it's gonna change your life and so you can see your logo goes here so you can just drag that in constructive proposal and again you can change all of these colors these colors are completely customizable I prepared for hours put the clients name and address and the attention to that's why they're highlighted and yellow so you don't forget which things need to change and then schedule of values if I always like to throw in like a logo of the clients like napa auto parts like things that we bid like these large companies even just a small orthodontics office that we did find their logo pop it on here and you can see this as a text box so you want to click the text box and you can highlight all these things there's a couple of instructions here but just delete the text and throw in the logo on there so then you can come in here boom you just start typing this is you know $100,000 in general conditions boom this must be like a million dollar project right but you can edit all of these project costs and you use the spreadsheet template the $97 spreadsheet template that you probably already have because hundreds of you have downloaded it and you plug in that's internal right you don't show the client those because those shows like your padding your markup you guys know you've seen that how to estimate construction projects video so you're gonna throw those numbers here that's the whole point you run it on your spreadsheet which is just one big math calculator about all your markups and the different divisions and those numbers that are on the left of your spreadsheet go right in here into the project costs under each division then you have your overhead in GC fee that goes there the total project cost boom that goes there and it's in bold so they know exactly how much the project is going to cost and then the scope clarifications you want to say our bid is based on these specific drawings dated this by this architect to be specific about what drawings you're in a reference because you say as per plans well you gotta tell him which plan I'm talking about here you know so general conditions stuff like mobilization permits general liability insurance expendable tools the final clean the superintendent the project manager the temporary toilets dumpsters all I kind of stuff which is just kind of general requirements general conditions that are needed for the job the job needs to have supervision the job needs to have management so that's where you pop those things in sight work be clear I'm not gonna go through every single division you guys are contractors and if you ever need more advice schedule a phone call from a Jesse Lane consulting com I just wrapped up on yesterday it was stoked to learn about like all the different like tricks of the trade and how to get past a couple million dollars a year and how to do certain things and how to market and how to use Google my business and anyway so schedule a call if you'd like but this you bullet point everything that you're gonna be including in your bid you're gonna win more work by using this proposal Kotani it's gonna be epic write about your company here tell them everything that you dude your vision your passions you desire if you watch my videos a couple of videos ago or talk about how to create vision as a North Carolina mountains and just getting catching the vision yo it's just like you gotta write that you got to write that here and be like this is what we want to be this is what we are right now boom boom boom and you can change these photos you can adjust the colors I'll show you how to do that right here and a couple of testimonials right here so to change the color on this template you want to click into this you're gonna right-click you're gonna select format shape you had to come over here to the right and you're going to go color and boom so you want it to be blue but now it's blue but I like orange because my colors are black orange and black and orange click out of there boom you could add a logo here you can add your photo here you could have the mission statement of the company here it's my responsibility of the owner to Baba you can have whatever you like that I just wrote Jessie Lane so if you're the owner right Scott you know I'm saying Frank Larry you know Amanda like you know you never know you can always copy and paste these boxes for the project team members and it's kind of a cool little way to display who's gonna be working on the project so the client has a visual and more personal connection with you the contractor you're not just a faceless dude or a faceless company you know the Gantt chart schedule a lot of times I will include the Gantt chart schedule with inner proposal or within the Squarespace website check the cell that's the end of the end of the proposal template so once you completely fill out the word proposal template you're gonna save that into a folder maybe use Google Drive or Dropbox or however you store your files on your computer if you want to save it as a PDF and once you PDF that you can actually upload it to a button on even always just email it to your client but this is kind of a fun new techy way to do it this is actually a custom video it's like 59 seconds long and me saying hey we broken down a proposal for you we're excited to work with you we you know call us at our office or talk to your project manager if you have any questions all these things so it's a real it's a personal connection a nice last touch as they're reviewing your proposal so they really feel connected to you as the business owner so here's the button I'm talking about so to edit this you're gonna click into the editor on Squarespace if you have Squarespace I recommend it because I use it you can use Wix there's like WordPress but I've never used it and Squarespace is great now I would recommend you just use something along the lines of Squarespace and Wix because you can just drag and drop buttons and it's so easy so you're gonna come in to the editor you're gonna select this button you're gonna click this little Settings gear right here you can see on the Left there's a it could be a web address it could be a page an email phone or a file and you can see if you click upload file you can literally just go and select that PDF that you just downloaded and then click Save it'll say save and then you click apply here at the bottom right boom and then you remember you have to save it this is at least in Squarespace so once you click Save that button is now gonna be it's gonna straight download the file when they click it and this is fun I actually included a button for our insurance paperwork I'm not going to show it to you cuz it's like some confidential stuff but has my contractor's license my general liability insurance my workers cop and my w9 all just boat in the click of a button it's a combined PDF so I keep those up to date whenever I get updated general liability like I just got one yesterday I swapped out the pages of the PDF irie uploaded it to my template of this proposal thing and now the clients just have it boom right there because I get asked the same things every single time once they want to work with you they're like well we need to w9 it's like they already have it boom done so here's an epic trick you're gonna state your website dot-com slash them alright so it meets this template as an example so i clicked that little settings gear you're gonna come in here to general and you're gonna go to the URL slug and this says template if it's if you're bidding this job for Tesla haven't say Tesla so it's your company construction comm slash Tesla you send them that link it's just one link in like an email you can even text it to Elon if you have his number it'd be like yo here's your proposal but I like to send it in a nice email you can even tell them like we're gonna move forward these are the next steps like we're gonna start with our architectural drawings if you only have a space plan that you did with them include the architectural drawings within your bid under general conditions right and then we're gonna go to submit for permits so we can start some demo we can do some framing you can do some plumbing rough like tell them this is my plan I have it figured out then they're gonna respond like yo I love you where'd you get that template and you'd be like yo jessalyn consulting com I think this is pretty cool I think this is a really cool way to present your company to present yourself your team your proposal your bid and you can even add in the terms and conditions into your contract if you want them to sign right away download this template again you can click click click the links in description you like it you can download it you can pay for it it's gonna be so worth it $197 I mean come on it's like we're bidding like you know you should be bidding at least six-figure projects they've been seven I sell these projects to corporations all the time and these are the exact templates that use that spreadsheet and this proposal template so thanks for watching and thanks to my sponsors which is actually you by clicking that like button because the YouTube algorithm you know like it helps so much to reach more people this and that and of course download the template it helps me so much like produce these videos thanks for watching I'll see you next time [Music] you