Contractors/Vendors Pipeline 📊 🔄

Contractors and Vendors Pipeline SOP

Objective

This SOP outlines the steps for managing the contractors and vendors pipeline to ensure efficient communication and project management.

Key Steps

1. Understanding the Contractors and Vendors Pipeline 0:17

• The contractors and vendors pipeline is designed for team members responsible for managing external services.
• It centralizes communication and project management to avoid using multiple systems.

2. Setting Up Contractor Vendor Information 0:49

• Create a new contractor vendor entry using the provided form.
• Ensure to include the phone number and relevant details of the contractor/vendor.

3. Managing Projects with Contractors and Vendors 1:28

• When contacting a contractor/vendor, create an opportunity in the pipeline.
• Name the opportunity using the property address and the contractor/vendor's name.

4. Updating Project Status 1:44

• Move the contractor/vendor to 'ongoing projects' if they are currently engaged.
• Once a project is completed, update their status to 'finished projects'.

5. Handling Responses from Contractors and Vendors 1:57

• If a contractor/vendor is qualified but unable to work in your area, note them for future projects.
• If a contractor/vendor's work is unsatisfactory, categorize them as 'qualified' to avoid future engagements.

6. Importance of Smart Lists 2:54

• Maintain smart lists to filter contacts effectively.
• This prevents unnecessary notifications and keeps the focus on relevant contacts.

Cautionary Notes

• Ensure all entries are accurate to avoid miscommunication.
• Regularly update the status of projects to maintain clarity in the pipeline.

Tips for Efficiency

• Use templates for common contractor/vendor communications to save time.
• Schedule regular reviews of the pipeline to ensure all projects are up to date.

Link to Loom

https://loom.com/share/85426d1cf9b44beab18ac7d9eee88bd4

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