Defining from Intake to Invoice - The 10 Step Project Management Process

We lay out the 10-step project management process that creates a consistent client experience from intake to follow-up. We show how to document roles, refine estimates, use the Client Engagement Agreement, and run pre-construction to kill surprise change orders and scale with confidence.

• why a written 10-step system enables hiring and growth
• merging your current process with a proven framework
• step-by-step from client intake to follow-up
• using desk estimates to pre-qualify and set budgets
• turning site visits into “second dates” that build trust
• tightening numbers with estimate revisions
• setting expectations through a Client Engagement Agreement
• converting estimates to quotes in pre-construction
• running construction start with a 50-point checklist
• managing weekly cadence under construction
• closing out cleanly to avoid endless go-backs
• collecting reviews, referrals, and portfolio photos

Set up a free 30-minute call at ContractorCuts.com or ProStruct360.com.

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