Step by Step Procedures:

1. Prior to Upgrade Appointment

   • Procedure: Link

2. Upgrade Evaluation Appointment

   • Procedure: Link

   • Blank Mobile Home Plot Printout: Link

   • Upgrade Guidebook for clients on the process: Link

   • Deposit Agreement: Link

3. Quote & Design

   • Procedure: Link

   • Build/Measurement Guidelines: Link

   • Builder Procedure: Link

4. Follow-up Email After Appointment

   • Email Template: Link

   • Download Canva slides for the client: Link

5. Generating Invoice

   • Procedure: Link

   • Invoice Template: Link

6. Financing Structure

   • Bob’s email: info@serenityhomeloans.com

More info: Link

General Procedures and Templates:

• Calculating Upgrade Invoice

• Upgrade Invoice Agreement Template

• Deposit Invoice Agreement Template

• Builder Procedures

• Upgrade Procedure / Standard Overview Procedure / Steps

• Upgrade Guidelines

• Upgrade Assessment Email Template

• Upgrade Leads Management