ROUNDTABLE HIGHLIGHTS:
This month’s roundtable was led by Lance Coffman and packed with insights for business development, time-saving strategies, and client management in today’s market.
4th Quarter Sales Ideas:
Brainstorming of sales initiatives for the upcoming fourth quarter. Historically, this time of year sees increased demand for commercial inspections, making it a key opportunity to drive revenue.
Software Needs:
John Ajinga shared details about his upcoming inspection software designed for commercial use. The launch is expected on August 1st.
Time-Saving Tactics:
Discussion on workflow improvements, including capturing site photos efficiently and completing reports off-site. Inspectors compared their average time spent off-site finalizing their reports.
AI Integration:
Discussion on the emerging role of AI tools, including which ones are currently useful and which features are gaining the most traction in the industry.
Reporting Layout:
Review of report layout tips, such as the importance of customizing layouts to each client type and how to present findings in a way that enhances clarity and value.
Client Types:
Comparison on notes for the range of client types they work with and how their expectations can differ depending on industry, project type, or experience level. Discussion on how the Understanding Commercial Property Inspection Client Types Online Course and Path to Winning Commercial Clients Fast-Track Course help inspectors establish effective processes and communication skills.
Estimates & Client Filtering:
Recurring issue was flagged: losing clients due to unclear qualification or follow-up practices. The group discussed improving engagement strategies, refining how clients are filtered, and adjusting pricing conversations. Discussion on how Proposal Win/Loss Analysis for Commercial Property Inspection Companies Article and Spreadsheets template help.
Conferences for Commercial Real Estate Professionals:
Discussion on the value of attending conferences to represent their company and whether such events are effective for marketing and client acquisition.
Watch video or tune in by podcast here: https://ccpia.org/inspector-roundtable-20/
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