Phase II - Pre-Meeting Prep
Modifying Your Default Investment Template
In DesignAlign you can modify each template you create as you build the Investment for your prospective client. If you have any modifications you consistently make and would like them to be "preset" in the Investment Analysis, DesignAlign has the ...
Preparing the Investment Template
Spending a few minutes before your Investment Meeting by pre-configuring the Investment Template will help you and your client work through the Investment Analysis process much more efficiently without getting distracted with irrelevant categories ...
Creating an Investment
An "Investment" is similar to a "Budget," except unlike your vacation budget or your car budget, this “Investment” is just that… your client is making an investment into their home which can increase the value and desirability of the property. Click ...
Importing Homework for the Project
Click on Opportunities on the left-hand pane. Click on the relevant Opportunity. Click on the attachments link at the bottom of the center pane. Click BROWSE… next to “Upload your Floor Plan” to save the floor plan to this Opportunity. Click Drop or ...
Going over the Homework
Make sure to proof all Homework sheets to confirm there are no missing dimensions, cabinet counts, photos, etc. Do the stated dimensions make sense? Does the cabinet count seem realistic for the space? Create/sketch a floor plan and elevations using ...