Charging for an Estimate

A Comprehensive Project Evaluation (CPE) includes design drawings, a detailed job scope, photos of the exisiting structure, and a cost analysis. When presenting this to the clients, the author withholds the final cost of the project until the clients understand all the services that his company, DBS Remodel, will provide. While this investment amount is derived from a careful estimate of every task and labor hour, it is presented as simply as possible as a lump sum.

To develop a complete Job Scope, the author works from detailed questionnaires when interviewing clients. A complete scope, however, may take more than one interview and multiple site visits.

At every meeting, the author presents any prepared documents he wants to leave with the clients in a presentation folder. It’s one of the marketing tools that becomes an important part of a sales and estimating process based on providing a CPE instead of an “estimate.”

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