Freelancer Required: PowerPoint Presentation & Excel Sales System Build

We are looking for an experienced freelancer to help turn our residential building company's sales strategy into a professional PowerPoint presentation and supporting Excel sales/value ladder spreadsheet. This project is for a New Zealand residential building company that wants to move away from "free quoting" and build a more structured Blue Ocean / Conveyor Belt Sales System. The successful freelancer will need strong skills in: • PowerPoint presentation design • Excel spreadsheet creation • Business strategy formatting • Sales process mapping • Clear visual communication • Professional layout and branding • Construction, renovation, or professional services experience would be helpful but not essential ________________________________________ Project Overview We have developed a sales strategy that positions the business as more than "just a builder." The core idea is to create a structured sales conveyor belt that moves clients from: enquiry → paid consultation → plans review → feasibility report → concept agreement → building consent agreement → energy/solar compliance check → detailed estimate → construction contract. The final documents need to clearly explain this system for internal use by management, sales staff, project managers, and potentially external partners. ________________________________________ Deliverable 1: PowerPoint Presentation We need a polished PowerPoint presentation built around the following structure: Suggested Slide Structure Slide 1: Title Slide The Blue Ocean Building Company Sales System A conveyor belt sales model for residential renovation, compliance, consent, and construction growth. ________________________________________ Slide 2: Current Market Problem Explain the current "red ocean" problem: • Most builders compete by quoting • Clients compare incomplete prices • Builders give away too much free advice • Price shopping damages trust • Projects start without clarity • Consent, compliance, budget, and buildability risks are often missed ________________________________________ Slide 3: Strategic Shift Show the shift from: "Send us your plans, and we'll quote them.t" to: "Let's first understand the right pathway, scope, compliance risk, budget, and buildability before pricing the project." ________________________________________ Slide 4: Blue Ocean Positioning Position the company as: The Renovation Strategy & Compliance Partner that helps homeowners make smart build decisions before they waste money on poor design, bad quotes, or non-compliant work. ________________________________________ Slide 5: Core Sales Principle Main message: Every stage must create value, qualify the client, and naturally lead to the next paid decision. ________________________________________ Slide 6: The Conveyor Belt Overview Create a visual flow showing: 1. Free enquiry call 2. Discovery call 3. Paid site consultation 4. Initial plans review 5. Renovation feasibility report 6. Concept plans agreement 7. Building consent agreement 8. Energy efficient & solar compliance check 9. Detailed construction estimate 10. Construction agreement 11. Aftercare, review, and referral ________________________________________ Slide 7: Stage 1 — Lead Capture Include: • Client arrives confused • They want a quote • They may have rough ideas, photos, plans, or a problem • Business should not jump straight to quoting • First goal is to qualify and guide Suggested line: "Before we throw numbers around, the smarter first step is to understand the condition of the property, the consent pathway, buildability, and whether the budget matches the desired outcome." Value: Free Business purpose: filters poor-fit leads early ________________________________________ Slide 8: Stage 2 — Discovery Call Show key qualifying questions: • What are you trying to achieve? • Do you have plans? • Is there existing non-compliant work? • Is the home older or complex? • Are you changing structure, plumbing, wet areas, cladding, drainage, or rooflines? • Do you have a budget range? • Are you after the lowest price or the safest pathway? Value: Free Goal: move to paid consultation, plans review, or feasibility report ________________________________________ Slide 9: Stage 3 — Paid Site Consultation Name: Renovation Strategy & Buildability Consultation Include: • Site walk-through • Photos and observations • Existing condition risks • Consent triggers • Buildability issues • Budget discussion • Consultant pathway • Recommended next step Suggested fee: $450–$950 + GST Complex projects: $950–$1,500 + GST Client value: may prevent $5,000–$50,000+ in poor decisions, rework, consent issues, or delays ________________________________________ Slide 10: Stage 4 — Initial Plans Review Name: Initial Plans, Buildability & Budget Review Include: • Review drawings, sketches, or concepts • Check buildability • Identify obvious structural flags • Check likely consent pathway • Identify missing scope • Provide high-level budget range • Recommend next step Suggested fee: $350–$1,500 + GST Client value: may save $10,000–$100,000+ ________________________________________ Slide 11: Stage 5 — Renovation Feasibility Report Name: Renovation Feasibility, Compliance & Budget Report Include: • Existing condition summary • Client objective summary • Consent pathway assessment • Consultant requirements • Structural, weathertightness, drainage and services flags • Preliminary scope • Budget range • Risk register • Recommended staging Suggested fee: $1,500–$7,500 + GST Client value: may protect $25,000–$150,000+ ________________________________________ Slide 12: Stage 6 — Concept Plans Agreement Include: • Site measure • Existing plan review • Concept layout options • Builder-led design advice • Preliminary scope • Consultant coordination • Budget range • Buildability advice • Consent pathway recommendation Suggested fee: $2,500–$7,500 + GST Client value: may save $20,000–$100,000+ ________________________________________ Slide 13: Stage 7 — Building Consent Agreement Name: Building Consent Agreement Purpose: To coordinate the information, consultants, scope, design development, and documentation required to support a building consent application. Include: • Confirm scope of consented works • Coordinate designer/draftsperson • Coordinate the engineer where required • Coordinate specialist reports where required • Provide build methodology input • Review drawings from a buildability perspective • Identify likely council RFI risks • Support responses to RFIs where construction methodology is involved • Prepare construction estimate once documentation is ready Suggested fee range: • Bathroom/internal alteration: $1,500–$3,500 + GST • Structural wall/beam consent: $2,500–$5,000 + GST • Extension/addition: $5,000–$12,000 + GST • Reclad/complex alteration: $7,500–$20,000 + GST • Full design-build consent coordination: 3%–7% of estimated build value Client value: may protect $25,000–$200,000+ ________________________________________ Slide 14: Stage 8 — Energy Efficient & Solar Compliance Check Name: Energy Efficiency & Solar Compliance Check Include: • Roof condition suitability • Roof cladding age • Fixing risk • Structural/wind zone considerations • Existing switchboard capacity • Main supply limitation • Inverter location • Battery-ready allowance • Hot water heat pump opportunity • Induction cooktop future load • EV charger future load • Ventilation and insulation opportunities • Electrical certification pathway Suggested fee: • Basic energy check: $350–$750 + GST • Solar readiness check: $550–$950 + GST • Full solar, roof and electrical review: $950–$2,500 + GST Client value: may prevent $5,000–$50,000+ in poor sequencing, roof rework, electrical upgrade issues, or unsafe installation ________________________________________ Slide 15: Stage 9 — Detailed Construction Estimate Include: • Only completed once sufficient information exists • Avoids incomplete quoting • Can be credited back if the client proceeds • Helps separate serious clients from price shoppers Suggested fee: • Simple trade estimate: Free–$350 + GST • Detailed renovation estimate: $750–$2,500 + GST • Complex staged estimate: $2,500–$7,500 + GST Client value: may protect $10,000–$100,000+ ________________________________________ Slide 16: Stage 10 — Construction Agreement Show different agreement types: • Fixed-price contract for clear scope • Cost-plus margin agreement for unknown renovation risk • Preliminary works agreement for investigation work • Concept Plans Agreement for design phase • Building Consent Agreement for consent coordination Main message: "Now that the scope, consent pathway, risks and methodology are clear, we can move into construction with far fewer assumptions." ________________________________________ Slide 17: Full Value Ladder Create a table showing: Stage Offer Suggested Fee Client Value Enquiry call Direction Free Saves time Discovery call Qualification Free: Find the right pathway Site consultation, Buildability review $450–$950 $5k–$50k+ value Plans review, Design/scope risk check $350–$1,500 $10k–$100k+ value Feasibility report Compliance/budget clarity $1,500–$7,500 $25k–$150k+ value Concept agreement Design direction $2,500–$7,500 $20k–$100k+ value Building consent agreement Consent coordination $1,500–$20,000 $25k–$200k+ value Energy/solar check Future-proofing $350–$2,500 $5k–$50k+ value Detailed estimate Pricing clarity $750–$7,500 $10k–$100k+ value Build contract De, Delivery Full project value, Completed project Aftercare/referral Lifetime trust Ongoing Repeat/referral value ________________________________________ Slide 18: Client Script Include" “We can absolutely help with pricing, but the honest answer is that a good renovation quote depends on the quality of the information behind it. Before we price the build, we first need to understand the site, scope, compliance pathway, consent requirements, and hidden risks. That protects you from a cheap-looking quote that turns expensive late.” ________________________________________ Slide 19: Why This Works Explain: • Positions the company as advisor, not commodity builder • Creates paid entry points • Reduces free consulting • Filters poor-fit clients • Improves project documentation • Increases client trust • Creates a natural path to construction • Makes the business harder to compare on price alone ________________________________________ Slide 20: Final Message End with: We are not selling labour first. We are selling clarity, compliance, sequencing, risk reduction, and then construction. ________________________________________ Deliverable 2: Excel Sales & Value Ladder Spreadsheet We also need a supporting Excel workbook to map the sales system. Required Tabs Tab 1: Sales Conveyor Belt Columns: • Stage number • Stage name • Client status • Offer name • Purpose • Suggested fee • Estimated client value • Business goal • Conversion trigger • Next step • Notes ________________________________________ Tab 2: Value Ladder Pricing Columns: • Offer • Low fee • Mid fee • High fee • When to use low fee • When to use a GH fee • Estimated client value • Credit-back option • Internal notes ________________________________________ Tab 3: Lead Qualification Matrix Columns: • Client name • Address • Lead source • Has plans? Yes/No • Site visit required? Yes/No • Consent likely? Yes/No • Structural work? Yes/No • Wet area work? Yes/No • Solar/energy opportunity? Yes/No • Budget disclosed? • Urgency • Lead quality score • Recommended next offer • Follow-up date • Status ________________________________________ Tab 4: Agreement Selector Columns: • Project type • Risk level • Client stage • Recommended agreement • Suggested fee • Key inclusions • Key exclusions • Internal approval required? • Notes Agreement examples: • Site Consultation Agreement • Initial Plans Review • Renovation Feasibility Report • Concept Plans Agreement • Building Consent Agreement • Energy Efficient & Solar Compliance Check • Detailed Estimate Agreement • Fixed Price Construction Contract • Cost Plus Construction Contract • Preliminary Works Agreement ________________________________________ Tab 5: Building Consent Agreement Pricing Columns: • Project category • Low fee • Mid fee • High fee • Consultant coordination required? • Council RFI risk • Engineering likely? • Specialist reports likely? • Notes ________________________________________ Tab 6: Solar & Energy Compliance Check Columns: • Client/project • Roof age • Roof condition • Roof material • Wind zone consideration • Switchboard capacity • Main supply limitation • Hot water system • Induction cooktop planned? • EV charger planned? • Battery ready? • Solar suitable? Yes/No/Maybe • Electrical contractor required? • Engineer/designer required? • Recommended next step • Fee charged ________________________________________ Tab 7: KPI Dashboard Columns or dashboard metrics: • Number of enquiries • Number of discovery calls • Number of paid consultations • Number of plans reviews • Number of feasibility reports • Number of concept agreements • Number of building consent agreements • Number of construction proposals • Number of signed construction contracts • Conversion rate by stage • Average paid advisory fee • Total pre-construction revenue • Total construction pipeline value • Lost leads • Reason lost ________________________________________ Design Requirements The PowerPoint should be: • Professional • Clean • Modern • Strategic • Easy to present in a boardroom • Suitable for a residential construction company • Not overly corporate or American • Clear enough for sales staff and operations staff to understand • Visually structured with diagrams, icons, flow charts and tables The Excel file should be: • Easy to use • Professionally formatted • Colour-coded by stage • Include formulas where practical • Include dropdowns where useful • Include summary/dashboard calculations • Suitable for ongoing use by a sales or admin team ________________________________________ Preferred Freelancer Skills The ideal freelancer will have experience with: • PowerPoint pitch decks • Sales process documentation • Excel dashboard creation • Professional services pricing models • Construction, renovation, architecture, engineering, solar, or trade businesses • Business strategy frameworks • CRM or pipeline process design ________________________________________ Final Outcome Required At the end of this project, we want: 1. A polished PowerPoint presentation explaining the full Blue Ocean Conveyor Belt Sales System. 2. A practical Excel workbook that allows the business to track, price, and manage each stage of the client journey. 3. A clear visual sales pathway that can be used internally for training, management, and implementation. ________________________________________ Tone and Style The tone should be: • Strategic • Practical • Professional • Clear • Kiwi-friendly • Sales-focused but not pushy • Built around trust, compliance, clarity, and client protection Core message: We help homeowners build it right the first time by giving them clarity around cost, compliance, buildability, and risk before they commit to construction.