Operations

Ep.07: Establishing Trust Through Successful Pre-construction Meetings with Chris Peterson

As remodeling projects transition from the sales and design phase into actual production, an effective pre-construction meeting can either make or break your chances of a successful client experience.

Pre-construction meetings, if run correctly, allow you to establish a relationship with the client; setting clear expectations, roles and responsibilities, setting milestone dates, communication contacts… and in doing so, building trust.

In Episode 7, Tim and Steve welcome Chris Peterson to the show to really dive further into ways to make this pre-construction meeting successful, something he and his team at Schloegel Design Remodel have been doing for decades.

Chris started in the construction field right out of high school, joined Schloegel in 1996 and has worked his way up through the ranks (carpenter, project manager, production manager) and is now VP of Production and Co-Owner of the business.

Schloegel Design Remodel is an award-winning firm based in Kansas City, MO and has been “transforming residences” since being founded by Jake Schloegel in 1980.

Tim, Steve and Chris share thoughts on not only the importance of these meetings, but how Schloegel has been using them over the years. These include:

  • Setting goals for the meeting
  • Holding a PRE Pre-construction meeting where the production team meets to set strategy of how to work best with the client, identify any red flags on the project plan, etc.
  • Giving background on how these meetings have evolved over time
  • Establishing Checklists and setting policies
  • How to handle changes in scope or project details, pricing, etc.
  • Measuring success of the meeting
  • Who participates in the meeting (client and production team) and their roles
  • Setting an agenda and preparing the client for the meeting
  • And More!

Whether your company is currently holding these pre-construction meetings or not, this episode is a great way to either get started with your own, or perhaps make changes to the way you are handling this critical hand-off between sales and production. Enjoy!

 

Are Your Meetings Successful?

After listening to this episode, we would love to hear your thoughts. Do you have other ways that you can share that have helped hand projects off between design/sales and production? How have they helped? Use the comments section below to provide feedback, we would love to hear from you!

 

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We will see you next Monday!

  

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