The Difference Between Busy and Booked: Planning Your Pipeline
Manage episode 498279343 series 3385001
Proper projection planning is the key difference between struggling contractors and those who build consistently profitable businesses. We share how planning out your work calendar for the coming months transforms both client satisfaction and profitability.
• Most contractors operate job-to-job, causing poor client experiences and lost business
• Laying out detailed project timelines with realistic durations prevents schedule problems
• Scheduling critical path items (like shower glass and countertops) helps accurately project timelines
• Understanding financial implications of project timelines affects cash flow management
• Effective projection planning starts with just one hour of planning before each project
• Using a tracking spreadsheet for jobs with 50-90% likelihood of closing helps manage future workflow
• Weekly PAL (Project Manager Action List) meetings ensure accountability and cash flow visibility
• Communication with clients about timeline changes should happen immediately, not at project end
• Project managers should complete 80% of their work before the first hammer swings
• Change orders must be addressed immediately when scope changes occur, not at project completion
Ready to transform your business with better projections? Visit ProStruct360.com to schedule a free 30-minute consultation about your business challenges.
Struggling to grow your contracting business? The Foundations Program is designed to help contractors break free from the chaos and build a business that runs smoothly. You’ll get a customized training program, 1-on-1 coaching, and access to a full paperwork database—including contracts and the Client Engagement Agreement. Join the Foundations Program today! 🚀
Go to ProStruct360.com or schedule a meeting with Clark at Have a question or an idea to improve the podcast?
Email us at [email protected] or text us at +1 (678) 940-5747
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Chapters
1. Welcome to Contractor Cuts (00:00:00)
2. The Job-to-Job Trap (00:00:33)
3. Setting Up Project Timelines (00:03:15)
4. Financial Implications of Poor Planning (00:09:01)
5. How to Create Effective Projections (00:17:55)
6. Client Communication and Timeline Changes (00:28:53)
7. Managing Project Managers with PAL Meetings (00:36:19)
152 episodes