Page 15 - New Homes Legacy Playbook

Playbook
3. Project Compatibility: Criteria:
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Steps:
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Types of projects they specialize in (residential, commercial, etc.). Size and scale of their projects.
Assess whether their project focus aligns with your expertise and target market.
4. Timeline and Project Schedule: Criteria:
• Ability to adhere to project timelines.
• Realistic project scheduling.
Steps:
• Discuss their approach to project management and timelines.
• Inquire about their current and upcoming project schedules.
5. Communication and Collaboration Style: Criteria:
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Steps:
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Open and transparent communication. Willingness to collaborate with real estate agents.
Engage in discussions about communication preferences and collaboration expectations. Evaluate their responsiveness and willingness to work collaboratively.
6. Shared Values and Vision: Criteria:
• Alignment of values and business ethics.
• Shared vision for project success.
Steps:
• Engage in discussions about values, ethics, and long-term goals.
• Ensure there is a shared vision for the success of collaborative projects.
After evaluating these criteria, you’ll be better positioned to determine whether the builder aligns with your business objectives and whether the partnership is likely to be successful. Open and transparent communication throughout the qualification process is essential to building a strong foundation for collaboration.
A final note on this step is you must be prepared to decline the opportunity to engage with the builder partner. This is a sign of business integrity and maturity, not a weakness. Our objective is to provide a professional solution for our builder partners, and, in some cases, this may mean declining to work with them while referring them elsewhere.
Discovery Meeting
A builder Discovery meeting is a critical initial interaction between you and a builder to gain a deeper understanding of the builder’s needs, goals, and specific requirements for their project. The purpose of this
meeting is to uncover key information that will shape the collaborative partnership between you, the builder, and the New Homes’ team. You may need to consider the Discovery meeting in two parts: