Business Consultation Answers

1. 1. Business Information:

   a. Company name and address:

   b. Years in business:

   c. Business license number:

   d. Contractor's license number (if applicable):

   e. Insurance coverage details (general liability, worker's compensation, etc.):

   2. References and Portfolio:

   a. Can you provide references from previous clients who had similar projects?

   b. Can you provide a portfolio showcasing your completed home addition projects?

   c. Are you a member of any professional organizations or trade associations?

   3. Licensing and Permits:

   a. Are you licensed as a general contractor? If yes, please provide the license number.

   b. Are you familiar with the local building codes and regulations governing home additions in this area?

   c. Will you be responsible for obtaining the necessary permits for the project?

   4. Subcontractors and Suppliers:

   a. Do you work with subcontractors? If yes, are they licensed and insured?

   b. How do you select subcontractors and suppliers for your projects?

   c. Can you provide proof of insurance coverage for subcontractors and suppliers?

   5. Legal Compliance:

   a. Have you ever had any complaints or legal actions filed against your company? If yes, please provide details.

   b. Are you up to date with all applicable labor laws and regulations?

   c. Do you have a written contract that outlines the scope of work, timelines, and payment terms?

   6. Project Management:

   a. How do you handle project management and scheduling?

   b. Will you provide a designated project manager or point of contact throughout the project?

   c. How do you ensure quality control and manage any potential issues or changes during the project?

   7. Financial Stability:

   a. Can you provide proof of financial stability, such as bank references or financial statements?

   b. Do you require an upfront deposit or advance payments? If yes, what are the terms?

   c. What payment methods do you accept, and do you provide detailed invoices?

   8. Warranty and After-Sales Service:

   a. What kind of warranty do you offer for your workmanship and materials used?

   b. How do you handle any issues or defects that arise after the project completion?

   c. Do you provide any additional services, such as maintenance or repairs, after the project is finished?

ADDITIONAL INFORMATION

1. The owner is the actual license holder

2. Territory they want is Winter Haven, Haines city, Davenport, Lakeland, Zephyrhills, Wesley Chapel, Springhill, Hudson, New Port Richey, Tarpon, Clearwater, St Pete, Tampa, Bradenton, Sarasota.

3. Morning, Middle of the day, and afternoon they have 1-2 HVAC technicians at all times.

4. Their bread & butter is working with customer’s systems that ARE NOT WORKING.

5. Their fee is $89 for a service/diagnostic call. This fee goes towards any repair or installation.

6. HVAC units they can get ANY unit like Trane, Carrier, Lenux, Bosh, Daikin, Goodman, Mitsubishi.

7. They let us know that in 2025 WE ARE SWITCHING TO A NEW GAS or NEW FREE-ON

8. Dominic recommended to let ALL ADS & ALL MARKETING KNOW people need to switch to the new gas & new free-on. If they don’t want to change, then let them know that is a smart too because the new gas isn’t necessarily market tested.

9. F.O.M.O. or Fear Of Missing Out may happen to clients that learn about the new gas or new free-on.

10. He let us know he paid $10,000 for a sales training course.

Payment Models Accepted

1. $50 membership benefits. - YES

2. $100 membership benefits. - YES

3. $600 membership benefits. - YES