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. They are Licensed & Insured.

2. They have Specific License for HVAC, OSHA, HANDYMAN, AND ELECTRICAL.

3. Residential is their target market.

4. Drywall & Pressure Washing is what the specialize in and they really want the drywall leads.

5. Vents, Condensers and Air handlers for HVAC.

6. They don’t mind splitting their crew of 5 to make two jobs happen at once.

7. They offer financing to their clients. (WE REFERRED THEM TO “HEARTH” FOR ADDITIONAL FINANCING)

8. They have vans, trucks, and trailers.

Payment Models Accepted

1. We generate a lead and do not close the lead for Toni’s we take 10% gross revenue - N/A

2. We generate a lead and we do close the lead for Toni’s we take 15% gross revenue - N/A

3 One of our members send you a lead/job and Toni’s is subcontracted we take 2.5% gross revenue. - N/A