Peer Checklist - Free PDF

The Pipeline Checklist

How Michael Restrepo manages high-volume deal flow, from first call to install handoff. 14 items. 5 phases. Written for integrators, project managers, and sales leads.

Everyone wants the celebration. The deals get closed in the late nights: auditing quotes, checking scope against drawings, and making sure nothing falls through when ten proposals are moving at once. This is the checklist we run on every lead.

The trade is simple. Drop your email and we send the checklist immediately. You are also added to the Restrepo Innovations newsletter - about one email a month with field notes from active builds. Unsubscribe any time.

What is inside

• 1. IntakeOne board for every lead, qualification before design, and a next action with a date on every record
• 2. ScopeRoom-by-room scope, assumptions and exclusions in writing, and a contradiction check against the drawings
• 3. Quote AuditClient price kept separate from internal cost, a line-by-line audit before send, and a revision log
• 4. Follow-Up and CloseFollow-up dates set at send, value engineering with alternates instead of discounts, and a deposit before ordering
• 5. HandoffQuotes stay on the Leads board until approved, then the install team gets a complete packet before day one

Built by an Elite Pro Crestron Dealer, HTA Luxury Certified, OSHA Certified integrator and Ubiquiti UISP/Pro Partner. 2 pages, 14 items, each with what to require and the red flag to watch for.