Profit-Protecting Design-Build: Smarter Budgets, Cash Flow & Client Fit
Wednesday, February 18 | 12:30 - 1:30 PM
OCCC - West 304H
What It's About
In custom and remodeling design-build, profits leak not in the bid, but through unclear scopes, mismatched clients, and poor cash flow planning. This session reveals a proven financial planning and client satisfaction framework to set projects up for success from the very first conversation. Learn how to qualify the right clients, set budgets that reflect true project costs, and structure payments that keep your business financially healthy through every phase. Explore how upfront communication, detailed scopes, and proactive financial planning eliminate costly surprises and unmet expectations. Through interactive discussion and real-world examples from successful design-build firms, you’ll gain practical tools and sample templates to avoid scope creep, preserve profit, and run smoother, more predictable projects.
What You’ll Learn
- Learn how to set budgets that account for hidden costs and shifting scopes.
- Discover strategies to qualify leads and communicate realistic expectations early.
- Use cash flow planning tools to prevent profit erosion during long projects.
- Develop a step-by-step client intake process that aligns project scope, budget and expectations before the design contract is signed.
How to Attend
Participants must be registered for an Expo + Education pass. Seating for sessions will be on a first-come, first-served basis.
Speakers
Arabic
Chinese
French
German
Italian
Japanese
Korean
Portuguese
Russian
Spanish