WHAT THE HOMEOWNER SEES
Sample Builder Co.Is your home project a good place to start? Find out in about three minutes.
WHAT THE BUILDER RECEIVES
Why this result
Ask on your first call
This is a project summary for a person to review. It does not reject anyone or ask about personal traits, family or credit.
Builder settings
Review before sending
Groundcheck drafts this from the homeowner's answers. Edit it as needed. In this demo, nothing is sent.
Weekly summary
Sample week14New inquiries
5Likely fit
6Need follow-up
3Outside criteria
This week's priorities
- Call 5 likely-fit homeowners, starting with those ready within 6 months.
- Review 3 draft emails for projects outside your criteria.
- Follow up on 2 homeowners who stopped before finishing.
Most common open item: septic or sewer. Most requested county: Santa Fe.