REI Operations Portal
Operations Intelligence
Live documentation of REI sales process, custom elevator workflows, automation opportunities, and territory best practices — 30A Corridor.
9
Automation Opportunities
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Automation Opportunities Identified
9 Process Steps Flagged for Automation or Tooling
From CRM quote tracking to P&I scheduling alerts — mapped across the lifecycle. Click to review and discuss.
Core Process Modules
Core Process
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Project Lifecycle Timeline
End-to-end visualization of every REI project — from initial quote through P&I management to final AR collection and homeowner walk-through. Includes variable construction stage entry points.
Phase 01 · Deep Dive
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Opportunity Playbook
Step-by-step guide: creating accounts and contacts in Salesforce, building the opportunity, and quoting the job using the REI cab builder on residentialelevators.com.
Efficiency
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Automation Map
Identify and document where CRM automation, templated follow-ups, scheduling tools, and AI can compress timelines and reduce manual overhead.
Custom Product
🛗
Custom Elevator Process
Full workflow from bespoke specification and fabrication through Syed and Menchew coordination, engineering, delivery, and site installation. Owner: Sales, Engineering, and Install teams.
Growth
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Marketing Flows
LinkedIn thought leadership, builder/architect outreach, 30A luxury network plays, and referral channel strategy tied to the REI territory.
Sales
🤝
Sales Playbooks
Territory-specific process documentation for the REI sales team. Qualification frameworks, objection handling, builder relationship protocols, and best practices for the 30A corridor and Walton & Bay County markets.
Recent Updates
Latest · Project Lifecycle
v1.0 Published — Full 3-Phase Timeline
Opportunity, P&I Report, and Close-Out phases mapped with all variable entry points and 7 construction stages documented.
Draft · Automation Map
9 Opportunities Identified Across Lifecycle
CRM automation, follow-up sequences, scheduling tools, and AI-assisted content flagged across all 3 phases for discussion and prioritization.
Phase 01 Overview
From First Contact to Signed Contract
This playbook walks through every step of the Opportunity phase — starting with how to set up a new client record in Salesforce (our CRM), through building a complete, accurate quote using the REI cab builder at residentialelevators.com. Follow these steps in order for every new job.
Step 1 — Salesforce: Create the Account & Contact
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Salesforce · First Step
Create the Account
An Account in Salesforce represents the client entity — a builder company, homeowner, developer, or architect firm. Every opportunity must be tied to an Account. Create this first before adding a Contact or Opportunity.
Required Fields
Account Name — Full legal name of builder, firm, or homeowner (e.g. "Smith Custom Homes LLC")
Account Type — Builder / Homeowner / Architect / Developer
Phone — Primary office or mobile number
Website — Builder or firm website if applicable
Billing Address — Company or homeowner mailing address
Industry — Construction / Real Estate / Residential
💡 Best Practice
Always search for the Account first before creating a new one. Duplicate accounts create messy pipelines. If the builder is already in Salesforce from a prior job, use the existing account and create a new Opportunity beneath it.
👤
Salesforce · Second Step
Create the Contact
A Contact is the individual person at that Account — the superintendent, project manager, architect, or homeowner you are directly working with. Link every Contact to its Account. One Account can have multiple Contacts.
Required Fields
Title / Role — Superintendent, PM, Owner, Architect, etc.
Email — Primary business or personal email for quotes
Mobile Phone — Direct cell for job-site coordination
Account Name — Link to the Account created in Step 1
Mailing Address — Contact's direct address if different from Account
Lead Source — Referral / Web / Builder Network / Architect / Show
💡 Best Practice
Add every key stakeholder as a Contact — the super, the architect, AND the homeowner if accessible. You will need to send the quote and communicate with multiple parties throughout the Opportunity phase.
Step 2 — Salesforce: Create the Opportunity
📁
Salesforce · Third Step
Create the Opportunity — One Per Job / Address
One Opportunity = One Job Site
An Opportunity in Salesforce represents a specific job at a specific address. If a builder has three homes under construction, each home gets its own Opportunity — all linked to the same Account. This is how REI tracks each quoted project through the pipeline.
Required Fields
Opportunity Name — Use the job address (e.g. "123 Scenic 30A — Smith")
Account Name — Link to the Account
Close Date — Estimated contract signing date
Stage — Set to "Prospecting" or "Quoting" when first created
Amount — Quote value; update as the spec is finalized
Job Site Address — The specific property address being built or renovated
Construction Stage — Planning / Bidding / Permitting / Foundation / Framing / Sheetrock / Retrofit
Primary Contact — The Contact you are actively quoting
📍 Salesforce Stage Pipeline
Prospecting — Initial contact, no quote yet
Quoting — Quote built and sent to client
Negotiation / Review — Client reviewing or pushing back
Closed Won — Contract signed, deposit received
Closed Lost — Quote not accepted
💡 Naming Convention
Name every Opportunity with the job site address + client last name. This makes searching and filtering your pipeline fast and unambiguous. Example: "47 Seacrest Blvd — Hartwell"
Step 3 — Build the Quote Using the REI Cab Builder
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residentialelevators.com · Design Your Own
Step 1 — Select the Elevator Type
Navigate to residentialelevators.com → Design Your Own. The first decision is the elevator drive type. This is determined by the home's structure, the builder's plans, and whether a pit and machine room are feasible. All three types are sourced directly from REI:
TRACTION — LLT
Quiet, smooth, no machine room required. Uses same technology as 10–50 story commercial buildings. Saves living space.
Max Distance50 ft.
Max Speed40 ft/min
Capacity950 lbs
Machine RoomNot Required
Pit Depth8 in. min.
Lead Time4–6 weeks
HYDRAULIC — LLH
Industry-leading 950 lb capacity. Smooth, fast ride comparable to commercial buildings. Machine room required.
Max Distance50 ft.
Max Speed40 ft/min
Capacity950 lbs
Machine RoomRequired
Pit Depth8 in. min.
Lead Time4–6 weeks
PITLESS — THE LEVEL
No concrete cutting required. Sits level with the floor. Ideal for remodels and retrofits. Tested to support 4,750 lbs.
Max Distance50 ft.
Max Speed40 ft/min
Capacity950 lbs
Machine RoomNot Required
Pit0 in. (2½" step-up)
Lead Time4–6 weeks
💡 Which Type to Recommend
New construction: Traction (LLT) is the most common choice — no machine room, clean integration with framing. Retrofit / remodel: Pitless (The Level) is the strongest pitch — no concrete cutting required. High-capacity / luxury spec: Hydraulic (LLH) when the builder wants maximum capacity and commercial-grade performance.
🎨
Cab Builder · Step 2
Select the Cab Style
Classic Cab — Base Specs
Construction7-ply architectural-grade plywood
Cab Height (std)6'8"
Cab Height (opt)7'4" or 8'0"
Travel Distance50 ft. std.
Weight Capacity950 lbs (750 lbs where required)
Travel Speed40 ft/min
Classic Wood Species Options
Primed White
Alder
Cherry
Maple
Oak
Sapele
Walnut ★
White Oak ★
★ Most requested in 30A luxury new construction
Cab Customization Options (sourced from residentialelevators.com)
Gates
Millennium Gate · Scissor Gates · Eon Doors · Clear Gate · Automatic Gate Operator
Fixtures
Digital Fixtures (touchscreen) · Surface Mounted Fixtures
Ceiling & Lighting
Ceiling options · Light Fixtures — choose style and finish
Walls & Rails
Handrails · Mirrored Walls · Glass Observation Panel · Infrared Protection Screen
💡 Minimum Shaft Size
REI recommends a minimum finished shaft size of 52" × 57" to provide a comfortable ride. Always confirm shaft dimensions from the builder's plans before finalizing the quote — this is the #1 item that requires revision.
Step 4 — Attach the Quote to the Salesforce Opportunity
Once the cab builder spec is complete, the quote is generated. Attach the quote document to the Salesforce Opportunity so everything lives in one place. Update the Opportunity fields to reflect the final configuration:
Update in Salesforce
Update Amount to quoted price
Attach quote PDF to the Opportunity record under Files / Notes & Attachments
Log a Task for follow-up — set date based on construction stage
Send the Quote
Email quote to the Contact linked to the Opportunity
CC the architect or GC if applicable
Log the email send as an Activity in Salesforce
Note the construction stage at time of quote in the record
Conversion — Closed Won
Contract signed → update Stage to "Closed Won"
Attach signed contract PDF to the record
Log deposit received date and amount
Opportunity now moves to P&I Report — Phase 02
Quick Reference — Phase 01 Checklist
Custom Unit Workflow — Syed, Menchew & Territory
Scope
Bespoke Specification to Installed Unit
This process governs all custom elevator orders — non-standard cab sizes, finishes, drive systems, or architectural integrations that require direct coordination with Syed (fabrication) and Menchew (engineering/design).
Key Owners
SY
Syed
Fabrication & Custom Manufacturing
MN
Menchew
Engineering, Design & Compliance
TSM
Territory Sales Manager
Sales & Client Coordination
Sales
Custom Specification Intake
TSM captures all custom requirements during the quote phase — cab dimensions, finish selections (wood species, metal finishes, wall treatments, flooring, lighting), drive system, capacity, and any architectural constraints from the builder or architect.
🎯 TSM
Architect / Builder Input
Engineering
Menchew — Design & Engineering Review
Custom specs routed to Menchew for engineering validation, compliance review, and formal design drawings. Any conflicts with structural or code requirements flagged back to sales for client discussion. Approved drawings become the fabrication basis.
⚙ Menchew
Engineering Sign-Off Required
Contract
Custom Quote Presented & Signed
Finalized custom pricing presented to client with engineering drawings. Longer lead time and deposit structure for custom units clearly communicated. Contract signed, custom deposit collected (typically higher than standard).
Fabrication
Syed — Custom Fabrication Initiated
Approved drawings and order transmitted to Syed for custom fabrication scheduling. Material procurement begins. Milestone check-ins established for cab millwork, finish application, mechanical assembly, and factory QC before shipment.
🏭 Syed
Lead Time: Custom TBD
Logistics
Delivery Coordination & Site Readiness
Coordinate shipping schedule with Syed. Confirm site readiness with builder — shaftway dimensions, rough-in complete, access clear. Custom crating and white-glove delivery protocols for high-finish units.
Installation
Custom Unit Installation
Senior REI install technician assigned for custom units. Menchew may be on-call for any field engineering questions. Special attention to finish protection, trim alignment, and custom mechanical integration.
🔧 Install Tech (Senior)
⚙ Menchew (On-Call)
Quality
Custom QC & Punchlist
Elevated QC process for custom units — finish inspection, mechanical testing, cab lighting verification, door operation, and all custom feature check-off. Photography of completed unit for portfolio and referral use.
✓ QC Checklist
📸 Portfolio Capture
Close-Out
Homeowner Presentation & Final Collection
White-glove homeowner walk-through with TSM present. Custom unit operation walkthrough. Final AR collected. Client relationship transitioned to service and referral track. Document in CRM as closed-won custom.
Phase 02 Overview
From Signed Contract to Completed Installation
Phase 02 begins the moment a contract is signed and a deposit is collected. The Opportunity in Salesforce converts to an active order. This phase is entirely managed against a Projected Installation Date — every action, follow-up, and milestone traces back to that date. The TSM's role shifts from selling to project coordination and relationship management through to install day.
💰 TSM Commission Trigger
Deposit = Commission Earned
The deposit collected at contract signing is the first commission trigger. No deposit, no commission clock starts. This is your lever — the faster the deposit is in, the sooner you're paid.
💰
Commission Structure — Phase 02 Trigger
Your commission on a job is split across two events. Trigger 1 — Deposit: A portion of your commission is earned and paid when the signed contract and deposit are received. This is why collecting the deposit promptly is not just a business priority — it is a direct personal income lever. Use it. Every day between contract signing and deposit receipt is money sitting on the table.
Trigger 1
Deposit Received
1st commission payment
Trigger 2
Final AR Collected
2nd commission payment
Step-by-Step — Phase 02 Process
Conversion
Contract Signed & Deposit Collected — Order Placed
The moment a contract is signed and deposit received, the Opportunity in Salesforce moves to Closed Won. The order is officially placed with REI production. Log the deposit amount, payment method, and date on the Opportunity record immediately. This timestamp is your commission clock start.
🎯 TSM — Collect Deposit
Salesforce: Closed Won + Deposit Date
💰 Commission Trigger 1
Production
Order Processing & Production Queue
REI production receives the signed order and engineering drawings are submitted. The unit enters the production queue. Confirm with the REI production team that the order has been received and note the expected production completion date. All three drive types (Traction LLT, Hydraulic LLH, Pitless/The Level) carry a standard lead time of 4–6 weeks from production to installation completion.
REI Production Team
Lead Time: 4–6 Weeks
Scheduling
Set the Projected Installation Date
The Projected Installation Date is the single most important number in Phase 02 — every milestone is managed against it. Align this date with three factors: production lead time, the builder's construction schedule, and REI tech availability. Communicate the projected date to the GC and builder contact in writing and log it in Salesforce on the Opportunity record.
Scheduling Inputs — All Three Must Align
Production Lead Time
4–6 weeks from order placement. Confirm exact date with REI production.
Builder Construction Stage
Site must be sheetrock-ready for standard install. Confirm with GC when shaft will be ready.
REI Tech Availability
Coordinate with REI install scheduling team to lock in the tech and crew.
🎯 TSM — Drive the Schedule
Salesforce: Log Projected Install Date
GC Confirmation in Writing
Coordination
Active Project Management — Builder & Site Coordination
From order placement to install day, the TSM manages the relationship between REI and the builder. This includes regular check-ins on site readiness, flagging any construction delays that affect the install date, and ensuring the builder has all necessary information (shaft dimensions, electrical requirements, machine room specs if applicable).
TSM Touch Points During P&I
Week 1: Confirm order received by REI production. Send deposit receipt to client.
Week 2–3: Check in with builder on construction progress. Flag any schedule drift early.
2 Weeks Before Install: Send site readiness checklist to GC. Confirm install date is locked.
Week Before: Confirm delivery logistics and site access with GC and REI install team.
Install Day: TSM on-site or on-call. Be available for any questions from builder or tech.
🎯 TSM — Primary Coordinator
REI Install Team
GC / Builder Contact
Installation
Installation Day — Phase 02 Closes
REI tech arrives on-site and installs the unit per engineered specifications. The TSM should be reachable throughout install day. Once installation is complete, Phase 02 closes and Phase 03 — Close-Out — begins immediately. Log install completion date in Salesforce.
🔧 REI Tech (On-Site)
🎯 TSM (On-Call)
Salesforce: Log Install Date → Begin Phase 03
Phase 02 Quick Reference Checklist
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Property of Residential Elevators, LLC · Contents Confidential · Not for Distribution
REI Workflow — Lead Times & Customer Expectations
Order to Install — Step Sequence
1
Create Opportunity in Salesforce
2
Create Quote(s) — spec all options per cab builder
3
Quote signed and uploaded to Opportunity in Salesforce
4
Sales Support reviews and creates an Order
5
JSM (Jobsite Measurements) & Project Management Record created from order
6
Enter JSM, maintain Project Management Record in Salesforce
7
JSM Reviewed & Approved = Lead Time Starts
8
Unit put into RFP (Ready for Production) status
9
Unit installs — no sooner than 3 weeks from RFP date
Production to Install — 4-Week Timeline
Week 1
Unit put into RFP status — production begins
Week 2
Unit continues through production process
Week 3
Unit loads on truck and delivers to job site. TSM puts into CFS status if job is ready
Week 4
Unit is installed ✓
⚠️ Selections That Add Lead Time
Custom & Stainless Cabs — additional lead time applies
Millennium Gates — 8-week lead time from JSM approval
Certain Accordion Gates — 8-week lead time from JSM approval
Shop Status required: 15–47 days depending on selections and permit requirements
LLH travel over 28'–0" incurs a special order charge and adds ~1 month to delivery
🏁 Live or Die by Your P&I — Stack and Attack
All projected install dates must be Mondays. RFP Date Formula = Projected Install Date minus 21 days. Sort P&I Report by Projected Install Date. Monitor Met Terms for Shipping column. Use in-line editing for efficiency. Utilize hyperlinks to Project Management record in Salesforce.
RFP & CFS — Production & Scheduling Status
RFP — Ready for Production
Deadline: Weekly at 12:00 PM Tuesday · Weeks with holidays subject to change
Asset that meets terms and conditions — request to build, load, and deliver. Build next week, deliver in 2 weeks. Earliest installation is 3 weeks after RFP acceptance. Jobsite must have minimum 10'×10' space on lowest floor to accept delivery.
Required Items
Time from JSM Approval met (auto-checks in system)
Met Terms for Production/Shipping
Blocking validated — confirmed solid, correct wall, meets specs
Hoistway dimensions validated — match approved JSM
Door returns / offset validated — match approved JSM
Floor travel, pit, and overhead validated — match approved JSM
Access panel / MR location validated — match approved JSM
CFS — Consider for Scheduling
Deadline: Weekly at 12:00 PM Tuesday · Weeks with holidays subject to change
Asset that meets terms for installation. All items must be complete before REI will schedule an install crew.
Required Items
All landing doors installed and meet door compliance requirements
All landing doors prepped for interlocks — notched per compliance
All electrical requirements visible and in correct location
Access panel cut and in correct location
Full access to hoistway and equipment — no conflicting trades
Validation photos submitted: MR/Access Panel, Hoistway, Pit, Doors installed & notched
Machine room to code requirements (for any MR external of shaft)
Customer Communication — Quote to Install
TSM Communication Cadence
At Contract: Immediately ask builder for their anticipated install date. Provide copy of Pre-Installation Checklist. Explain REI's expectations for being 100% ready.
Weekly: Regular check-in with builder on construction progress.
RFP Week: Confirm unit can enter production and that site will still be ready in 3 weeks.
CFS Round 1: Remind builder unit delivers next week, confirm install the week after. Remind them of 10'×15' delivery space requirement.
CFS Round 2: Call builder — unit is delivering this week, confirm next week install. No conflicting trades?
Key Terms Reference
CFS
Consider for Scheduling
HOWT
Homeowner Walkthrough
COP / LOP
Car / Landing Operating Panel
MGA
Motor Gearbox Assembly
CAF
Customer Assurance Feature
LLT / LLH
Luxury Lift Traction / Hydraulic
Hoistway & Shaft Requirements — LLT & LLH
Traction — LLT · Shaft Requirements
Clear inside hoistway52" × 57" (accordion gate)
Min pit depth8" (10" for EON Doors)
Pit load rating5,100 lbs.
Overhead — 6'8" cab96" minimum
Overhead — 7'4" cab102" minimum
Overhead — 8'0" cab110" minimum
Rail side return12" minimum
Rail wall blockingTwo 2×12s sandwiched vertically
Machine roomNot required
Rail wall blocking note: Two 2×12s sandwiched, running vertically the full hoistway height, 12" on center each side of rail wall centerline (28"). Each 2×12 column edged with 2×4s. Masonry: rail wall poured solid. Vertical spans shall not exceed 12'–0" without intermediate support.
Hydraulic — LLH · Shaft & MR Requirements
Clear inside hoistway52" × 57" (accordion gate)
Min pit depth8" (10" for EON Doors)
Pit load rating3,900 lbs.
Overhead — 6'8" cab96" minimum
Overhead — 7'4" cab100" minimum
Overhead — 8'0" cab108" minimum
MR min height7'0"
MR clear in front of controller36" (40" from wall)
MR clear if opposite HV equipment48" (52" from wall)
Controller breaker max height6'7" in on position
MR door minimum30"
MR min size48" × 48" minimum
Headroom for tank stand5'0"
Hydraulic tank dimensions28H × 30¾W × 16⅜D
Travel over 28'–0"Special order + ~1 month added
Tank stand blocking: Concrete — poured solid. Wood — two 2×12s. MR must be located adjacent to rail wall on first floor. Remote MR must be approved by office. Minimum 2' working space above top of hydraulic tank. Min 3" clear knockout through all penetrations between MR and hoistway.
Machine Room Electrical Requirements (By GC / Owner)
Power Requirements
Main Power
10/3 wire with Ground Pigtail (min. 6") — 30-amp dedicated circuit · 240 VAC
Cab Light Power
12/2 wire with Ground Pigtail (min. 6") — 20-amp dedicated circuit · 120 VAC
Service Outlet
One (1) GFI outlet — 110 VAC (cannot be supplied from dedicated circuits above)
Lighting & Communication
Light Fixture
One (1) fixture with protective cover over bulb, with wall switch
Phone Line
One (1) live land-based phone line with Pigtail (10'–0" min.) per code — CAT5 or better to top of hoistway, labeled "elevator"
Junction Boxes (4"×4")
All electrical runs terminated in 4"×4" junction boxes. Label all dedicated breakers and boxes clearly:
240V box labeled "elevator lift"
120V box labeled "elevator lights"
Pigtail min. 6"–8" from box
REI control system contains 240V & 120V disconnects — GC provides dedicated circuits & boxes only
Door Code Compliance — 3/4" × 4" Rule (ASME A17.1-2016 § 5.3.1.7.2)
⚠️ This is a safety issue — all builders, architects, developers, and owners must be aware
The clearance between hoistway doors or gates and the hoistway edge of the landing sill shall not exceed 3/4 inches. The distance between the hoistway face of the landing door or gate and the car door or gate must reject a 4" diameter ball at all points. Concrete block / masonry shafts and some commercial metal door frames can often create Rule violations.
Door Requirements
Landing door: 1-3/4" thick solid core
Flush mount door knob required
Do NOT install conventional door casing
Hoistway doors MUST be plumb to each other floor to floor
Clearance Rules
Max 3/4" from sill to door/gate
Running clearance: 1/2"–1-1/4"
Finished flooring max 3/4" from back of door — must not extend beyond edge of shaft
Max 1/4" trim on hoistway side of jamb
Structural Notes
Always use 2×4 construction on all hoistway door opening walls of shaft
An out-of-plumb shaft greatly affects running clearances and exacerbates code violations
Sheetrock cannot protrude past door jamb
Interlock notch: cut door and door stop only
Anchoring Support Requirements — LLT & LLH
Header Requirement: Must be provided so that the installation team can properly use OSHA-certified personal fall protection equipment. Header must be able to support 5,000 lbs of vertical force. Must be constructed of wood or solid concrete.
Option A — Above Top Door
→ Header located above the top level doorway
→ Minimum 3" thick × 6" height
→ Must extend past door opening, supported by both sides of door jamb
→ Concrete: blocks must be solid at header location
Option B — Opposite Rail Wall
→ Header on wall opposite rail location at top of elevator shaft
→ Minimum 3" thick × 6" height
→ Must extend full width of shaft
→ Concrete: blocks must be solid at header location
Common Construction Standard
Two 2"×8" (1.5"×7.25") Pine lumber set flush with inside hoistway framing. No gap between boards. Span between connecting boards: 38" max.
Special Processes — Hydraulic Pre-Run, Electrical Pre-Run & Demolition
Orders requiring additional black piping to MR installed before installation. Must be approved by National Manager of PM or VP of Field Operations. Request 3 weeks in advance.
Info Required for Approval:
1. Machine room location
2. Detailed sketch — path from MR to HW
3. Photos of path from MR to HW
4. Architectural plans if available
If approved: quote must include "Additional Black Piping to Machine Room Per Foot" line item. Quantity = distance in feet.
Orders requiring elevator wiring installed before installation. Must be approved by National Manager of PM or VP of Field Operations. Request 2 weeks in advance (3 weeks if materials need to be ordered).
Info Required for Approval:
1. Type of elevator
2. Machine room location
3. Detailed sketch — path from MR to HW
4. Photos of path from MR to HW
5. Architectural plans if available
If approved: quote must include "Electrical Pre Run" line item. Post all info to Salesforce PM record and chatter National Manager PM, VP Field Ops, and Regional Field Manager.
Demolition (Existing Elevator Removal)
Must be approved by National Manager of PM or VP of Field Ops before order execution. Request 2 weeks in advance. Contractor must supply dumpster and dispose of hydraulic fluid.
Required Photos:
→ Cab interior
→ Hoistway top & bottom
→ Machine room
→ Motor or hydraulic jack
If approved: quote must include "Removal of existing elevator" line item. If jack is embedded in ground, note in info submitted.
📋
Source Credit — Onsite Knowledge & Field Standards
Technical specifications, field standards, and onsite process knowledge contributed by Chad Oliver and Bryan Key. PM Guide sourced from Residential Elevators, LLC Project Management Guide (June 2024) and REI National Sales Summit Workflow documentation. Property of Residential Elevators, LLC — confidential, not for distribution.
Phase 03 Overview
From Installation Complete to Project Closed
Phase 03 starts the moment the elevator is installed. This phase is about quality, compliance, and collection. Every step in this phase has a direct downstream effect — punchlists clear the path to inspection, inspection clears the path to final invoice, and final invoice collection plus the homeowner walk-through are the two levers that close the project and trigger the TSM's second commission payment. Do not let this phase drag.
💰 TSM Commission Trigger
Final AR + Walk-Through = Paid
The second and final commission payment is triggered by final AR collection AND the homeowner walk-through being completed. Both must be done. Own this phase — the money is already earned, you just have to close it out.
🏁
Commission Structure — Phase 03 Final Trigger
Trigger 2 — Final AR + Homeowner Walk-Through: The remaining commission is earned when the final balance is collected and the homeowner walk-through is completed and signed off. These two actions are directly in your control as the TSM. The punchlists, inspection, and invoice all funnel toward this moment. Every day the final invoice sits unpaid or the walk-through hasn't been scheduled is a day your commission is delayed. This is your most powerful collection lever — use it to drive urgency at every step of Phase 03.
Final AR Collected
+ Homeowner Walk-Through Signed Off
= 2nd Commission Payment Released
Step-by-Step — Phase 03 Process
Internal QC
REI Punchlist — Internal Quality Check
Immediately after installation, the REI technician completes an internal punchlist. This is a systematic quality check of every component — mechanical operation, door and gate function, cab lighting, fixture operation, handrail, flooring interface, and safety systems. Any items identified are corrected before the contractor punchlist is initiated.
REI Internal Punchlist Items
🔧 REI Tech
🎯 TSM — Confirm Completion
Builder Sign-Off
Contractor Punchlist — GC Sign-Off
The GC or builder reviews the installed elevator against the contract specifications and signs off on the elevator scope. Any builder-side items (surrounding trim, flooring at cab threshold, landing door framing finishes) are noted and resolved. The TSM facilitates this process — coordinate a walk of the unit with the GC's superintendent promptly after the REI internal punchlist is cleared. Do not let this sit.
💡 TSM Lever
GC sign-off is required before the final invoice can be sent and before the homeowner walk-through is scheduled. Getting this done quickly is directly in your interest — it is the gate to your final commission trigger. Stay on the superintendent. Be present if needed.
🎯 TSM — Facilitate & Follow Up
GC / Superintendent Sign-Off
Compliance
Municipal Inspection — If Applicable
Depending on the jurisdiction, a local municipal inspection may be required before the elevator can be used. This varies by county and municipality across Florida. Confirm early in Phase 02 whether an inspection is required in that jurisdiction. If required, coordinate the inspection date and ensure the REI tech is available to be on-site or on-call during the inspection.
If Inspection Required
→ Coordinate inspection date with local authority
→ REI tech available on-site or on-call
→ Certificate of Occupancy coordination if required
→ Log inspection pass date in Salesforce
If Not Required
→ Document that inspection was verified as not required
→ Note jurisdiction and basis in Salesforce record
→ Proceed directly to AR invoice step
🏛️ Local Municipality
🎯 TSM — Coordinate
If Applicable Only
💰 Commission Lever
AR Final Collection — Final Balance Invoiced & Collected
Once the GC punchlist is signed off and any required inspection is cleared, the final invoice is sent to the client immediately. This is not a step to delay. The final balance is the remaining amount owed after the deposit. This is one of the two final commission triggers — the balance must be collected before commission is released.
💰 This Is Your Commission Lever — Use It
You have already done the work. The elevator is installed. The GC has signed off. The only thing standing between you and your final commission payment is the final invoice being paid. This is your strongest leverage point with the client — the elevator is in their home, it's working, and the homeowner walk-through (which they want) is waiting on the balance being cleared. Be professional, be direct, and follow up on unpaid invoices at 3, 7, and 14 days. Every day this sits is income deferred.
Collection Leverage Points
Homeowner walk-through is waiting on balance clearance — use this as the scheduling trigger
Warranty registration is tied to the completed job — final payment finalizes warranty start
Frame the walk-through as a benefit to the homeowner — it creates urgency to clear the balance
💰 TSM Commission Trigger 2 — Collect This
REI AR Team
Salesforce: Log Final Payment Date
💰 Commission Lever
Homeowner Walk-Through — Project Closed
The homeowner walk-through is the final milestone of Phase 03 and the last commission trigger. The TSM conducts a white-glove orientation with the homeowner covering operation, safety, emergency procedures, and warranty. This is also a relationship moment — a happy homeowner at walk-through is a referral source. Schedule this promptly once the final balance is cleared.
💡 Referral Moment
A homeowner who just had a smooth, professional walk-through of their beautiful new elevator is in the best possible state of mind to refer you to a neighbor, friend, or their architect. This is not just a close-out formality — it is an active business development opportunity. Ask for the referral. Ask who else they know building or renovating in the area.
💰 TSM Commission Trigger 2 — Final
🎯 TSM Present
Salesforce: Project Closed — Log Walk-Through Date
Phase 03 Quick Reference Checklist
💰 Full Commission Picture — Both Triggers
1
Deposit Collected — Phase 02 Entry
Contract signed and deposit received. First commission portion paid. Your lever: collect the deposit the same day or day after contract signing. Do not let it drift.
2
Final AR + Walk-Through — Phase 03 Close
Final balance collected and homeowner walk-through completed and signed. Second commission portion paid. Your lever: drive every Phase 03 step with urgency — every day of delay is deferred income.
Channel Strategy — 30A Territory
Primary
LinkedIn
Thought leadership targeting luxury real estate agents, builders, and architects across 30A and beyond
Relationship
Builder Network
Direct outreach and referral cultivation with GCs, custom builders, and developers in Walton & Bay County
Influence
Architect / Designer
Targeted relationship building with spec-influencers — architects, interior designers, and luxury home consultants
Active Campaigns & Content Flows
Educational post series targeting luxury buyers, agents, and builders — covering elevator selection, spec considerations, what to look for in homes with existing elevators, and the custom vs. standard decision process. Viral-format posts optimized for engagement and reshare.
LinkedIn Feed
Thought Leadership
Agents · Builders · Architects
Structured CRM database of builders, GCs, and developers across Walton and Bay County — tracked by project pipeline, relationship stage, and elevator opportunity. Drives prioritized outreach and referral cultivation. Alys Beach, Rosemary Beach, and Seaside focus.
CRM Database
30A · Walton · Bay County
Competitive content analysis against Southeast Elevators and acquired brands — identifying gaps and high-value topics to own in organic search. Aligned with LinkedIn content for cross-channel amplification.
SEO Content
Competitive Analysis
Website
Competitive content analysis against Southeast Elevators and acquired brands — identifying gaps and high-value topics to own in organic search. Buyer guide content, product landing pages, and territory-specific pages aligned with LinkedIn amplification.
SEO Content
Competitive Analysis
residentialelevators.com