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14 min read

Is Capital Planning the Ultimate Path to Sales Success?

By Phil Zito on Jun 16, 2022 5:00:00 AM

Hey folks, Phil Zito here and welcome back. In this post, we're going to be talking about capital planning and answering the question, “Is capital planning the ultimate path to sales success?” I mean, that's a pretty leading question. So, you could probably guess to where I'm going to lead this conversation.

Topics: Building Automation System smartbuildings service scope bas projects questions selling services capital planning
16 min read

How to Scope and Price Service Work

By Phil Zito on Jun 15, 2022 5:00:00 AM

Hey folks, Phil Zito here and welcome back. In today's post, we're going to talk about how to scope and price service work. Specifically, we are going to be diving into plan service agreements. We're going to talk about time and materials service work and retrofits service work. So, those are the three categories of service work. If you learn how to do one, you can pretty much learn how to do the other three.

Topics: Building Automation System smartbuildings graphics service scope bas projects questions retrofit selling services
15 min read

How to Review, Scope, and Estimate Retrofit Projects

By Phil Zito on Jun 3, 2022 4:00:00 AM

Hey folks, Phil Zito here and welcome back. In this post, we are going to be talking about how to review, scope, and estimate retrofit projects. Now some of this may seem similar to how to review, scope, and estimate construction projects, but trust me, there's a lot of nuances here that really will make the difference between whether you end up basically tanking a job or not winning a bid, or just having a disaster.

Topics: Building Automation System smartbuildings BAS Training estimate review scope bas projects strategies questions retrofit
9 min read

How to Properly Review, Scope, and Estimate BAS Projects

By Phil Zito on May 24, 2022 4:00:00 AM

Hey folks, Phil Zito here and welcome back! In today’s post, we're going to be discussing how to properly review, scope, and estimate BAS projects. Today’s post was part of a Podcast/YouTube combination we did where I broke out our whiteboard to show you how this process works. Don’t worry, I will explain it in great detail for you and you can always check out the video here as well.

Topics: Building Automation System smartbuildings BAS Training estimate review scope bas projects