sales proposal for
Toll Free 1.877.744.7547 | Phone 604.988.0690 | Fax 1.866.681.0620 202 - 50 Fell Ave, North Vancouver, BC, V7P 3S2
Joseph Alberga & Michoel Klugmann Lindvest 3625 Dufferin St., Suite 500 Downsview, ON November 6th, 2013 Dear Joseph & Michoel, Firstly I would like to thank you for taking the time to consider CONASYS as a potential supplier of your online homeowner portals and printed guides for your upcoming project, B.Streets. The following document outlines the complete scope of services you requested including background information, challenges, solution, benefits, service overview and fees.
Background The award winning B.Streets condos will include 195 residential units when it occupies in May. The project will include a mix of first time buyers, downsizers and renters. The unit specific portals/guides will be a valuable asset in the sales process and after sales as a customer service tool as the portal and printed guide will portray the highest of quality for B. Streets Condos. This will also allow the developer to step away from the project and leave the homeowners with a powerful resource to operate their home. At CONASYS, we provide an engaging online platform that is based around long-term client care and service. This platform allows the homeowner to instantly access any amount of information pertaining to their home, while simultaneously providing you, the developer, with a brand engagement tool, enhancing connectivity with your customers. We take immense pride in representing our client’s corporate and project brands. Our homeowner portal and printed guide system creates real value through enabling homeowners to easily protect the biggest investment of their lives, and in doing so it will augment your reputation. We are proud of the long-standing client relationships we have helped develop, and we are equally proud of the long-term relationships we ourselves have developed with some of the industries finest builders and developers throughout North America.
Challenges There are significant pieces of information an owner needs to be aware of and preferably keep on hand when moving into a new home. This list includes proper maintenance and care instructions, a list of trades involved in the build, service procedures, warranty, etc. This list can be somewhat exhausting thus there is a need for an online information resource that will allow a homeowner to increase his or her understanding of their new home; how it functions, it’s characteristics, it’s assets and how to succeed in it’s maintenance and care over many years, as well as what their responsibilities are in regards to their warranty and their specific home. The quality of the online homeowner portal and printed guide should be representative of both your corporate and project brands, enhance your relationship with your customers and allow you to engage them beyond the completion of this project.
Toll Free 1.877.744.7547 | Phone 604.988.0690 | Fax 1.866.681.0620 202 - 50 Fell Ave, North Vancouver, BC, V7P 3S2
OUR PRODUCTS
Revolutionary Homeowner Portals
Industry Leading Printed Homeowner Guides
Online portals have your project & home specific information available in the cloud 24/7.
A practical tool for all of the information your homeowners need for a successful ownership experience.
Lighten your service load. Provide all applicable information about each home allowing homeowners to access vital information, freeing your team to deal with specific service issues. CONASYS will source and populate each portal with your requested product documentation such as operating manuals, interactive maintenance guides and extended warranty information for the homes components.
Quality that matches your homes. Give your homeowners a printed guide that matches the quality of the homes you build. Our home-specific, professionally printed guides can be customized to include the information you want your homeowners to have. Use your existing material or choose from our best practice templates we have developed from delivering over 35,000 homes.
A better customer experience means more referrals and repeat purchases for your company. We have taken information formerly found in binders and loose papers and delivered them in an interactive portal that is easy to use, reducing the loss of ownership documents. Your customers will receive a tailored homeowner portal that will be the foundation for a successful long term ownership experience.
An Effective Sales & Marketing Tool. Branded to your company and/or community, the professionally printed homeowner guide is effectively used in presentation centres to demonstrate your commitment to customer care. After possession, homeowners will continually be exposed to your brand as they reference their comprehensive guide for all of their ongoing home ownership needs.
Your Brand, Your Portal. CONASYS will co-create the look and feel of your homeowner portals and incorporate your corporate, project and/or community imagery and colors with as much detail as you choose. Match the look and feel to your corporate website and use the portal as an extension of your brand.
Reduce service headaches with a tool homeowners can actually use. Traditional binders are cumbersome and difficult to navigate, leading to unnecessary service calls. Commonly used information such as service & care, warranty procedures and how to operate and maintain the home are easily referenced in our printed guides through the table of contents.
Toll Free 1.877.744.7547 | Phone 604.988.0690 | Fax 1.866.681.0620 202 - 50 Fell Ave, North Vancouver, BC, V7P 3S2
OUR PRODUCTS
Innovative Mobile Access Homeowner Portals are mobile optimized for convenient access to information anywhere by your homeowners and your service team. Service Your Clients in the Digital Age. In today’s world we bank, shop and stay in touch with the world through our phones. Meet the expectations of today’s consumer by giving them mobile access to the most important asset they own – their home. Streamline Your Service Procedures. Through mobile access to home-specific portals, your service team can access product information in the field, reducing time and energy troubleshooting issues. Customer Service Done Efficiently. Our mobile homeowner portal is your customer service initiative. By giving your clients access to vital home information at the tip of their fingers, they can quickly and efficiently find information that you have provided to them, further enhancing your brand.
Valuable Communication Tools Automated email communication allows you to bridge a long-term relationship with your purchasers, strengthening your commitment to exceptional customer service and your brand. Maintenance Reminders for reduced service costs. Proactive automated emails ensure your homeowners are reminded of their monthly maintenance responsibilities, based on your new home warranty providers’ recommended maintenance schedule. Warranty Reminders eliminate confusion. Ensure your homeowners know exactly what coverage they have and when it expires through email reminders at major warranty milestones. Social Media connects you for the long term. If you’re using Facebook and Twitter, we will incorporate your social media feeds right into your homeowner portals. Market upcoming projects and provide great tips and homeowner information for a lasting relationship.
Toll Free 1.877.744.7547 | Phone 604.988.0690 | Fax 1.866.681.0620 202 - 50 Fell Ave, North Vancouver, BC, V7P 3S2
FEATURES
HOMEOWNER GUIDE & PORTAL
HOMEOWNER MANUAL
• • • • • •
Home/unit specific Full-Colour elegant printed guide 24/7 online portal access Mobile portal access anytime anywhere Comprehensive maintenance & care instructions Email reminders for scheduled maintenance & warranty milestones • Green: Our Homeowner guides are FSC Certified
• • • • • •
CONTENT
CONTENT
• Dozens of templates and customization available
• No library of documents or customization available
• Over 150 Manufacturer documents available
• Average of 10 manufacturer documents
• Our guides feature information on all appliances, electrical, exterior finishes, HVAC, interior finishes, and plumbing
• Features basic appliance information
• Our warranty information goes beyond just overviews to include specific policy information, manufacturer’s warranty, supplier’s warranty, and the installer’s warranty
• Features basic maintenance and care overviews
COST
COST
Your customized homeowner guide & portal comes with a custom quote, based on the size and type of your project and/or the annual volume of builds.
The typical homeowner manual is a fixed cost and adds no value to your business or homeowner experience.
Generic Black & white Binder No online access No mobile access Unknown carbon footprint
• Features only overview warranty information
Toll Free 1.877.744.7547 | Phone 604.988.0690 | Fax 1.866.681.0620 202 - 50 Fell Ave, North Vancouver, BC, V7P 3S2
MARKETING
HELP CLOSE THE DEAL CONASYS enhances your brand image through a multi-faceted Demonstration Package that consists of a fully branded sample homeowner guide & homeowner portal for use in presentation centres. We will help train your sales staff on how to use the product and key selling points from a homeowner’s perspective. We can help your team demonstrate the product through a tablet, touchscreen, mobile phone, a printed homeowner guide or any combination you choose in your sales process.
RELATE YOUR COMMITMENT TO HOMEOWNER EXPERIENCE Your website highlights the features of the homes you build. Support the commitment you are making to your homeowner’s positive experience by referencing the homeowner guide & portal system, ensuring first-hand knowledge of your ongoing customer care commitment. To enhance your web presence, CONASYS will provide a summary of the product features and images for you to use as you see fit.
YOUR DELIVERABLE, YOUR BRAND Every time your homeowners log in or pick up the printed guide, they will experience your exclusive brand and commitment to quality. By incorporating social media feeds into your portals, you expand your ability to contact customers with timely messaging on upcoming projects.
Toll Free 1.877.744.7547 | Phone 604.988.0690 | Fax 1.866.681.0620 202 - 50 Fell Ave, North Vancouver, BC, V7P 3S2
HOW IT WORKS
LITE
STANDARD
Branding Opportunities
3 images
3 images
Color Scheme
Custom
Custom
Project Specific
Project Specific
Up to 20 Products
Up to 60 Products
Project / Client based
Project / Client based
Home Warranty Reminder Content
Template
Custom or Template
Maintenance Reminder Content
Template
Custom or Template
Cover Design Options
Template
Custom
Layout & Formatting
Standard
Custom
Template
Custom
Up to 20 Products
Up to 60 Products
Look and Feel
Content Contact List (CONASYS Compiled) Login from your website enabled Neighbouthood Map
HOMEOWNER PORTAL
Share Homeowner Portal Function Home Warranty Overview Maintenance Guide Product Information (CONASYS Compiled) Electronic Version of Printed Guide Additional Documents in the Homeowner Portal Builder Access (Builder Portal) Social Media Widgets Automated Service Request Function
Email Reminders Layout & Colors
Pre-Registration (CONASYS Service)
PRINTED GUIDE
Look and Feel
Look and Feel Content Options (Includes Warranty and Maintenance) Product Information (CONASYS Compiled) Include Unit Specific Documents (e.g. Floorplan)
Toll Free 1.877.744.7547 | Phone 604.988.0690 | Fax 1.866.681.0620 202 - 50 Fell Ave, North Vancouver, BC, V7P 3S2
SERVICES 1. Create a template for a unit-specific printed Homeowner Guide (Gloss or Matte Finish) branded to B.Streets 2. Compile and brand a searchable, interactive and unit-specific online homeowner portal 3. CONASYS led product training session with your sales team
DELIVERABLES Demonstration Package for Sales Centers: 1. Sample printed homeowner guides branded to B.Streets 2. Sample online homeowner portal, fully operational for demonstration purposes. Available on iPad, iPhone, Touch Screen and Desktop 3. Images and marketing material for use on the features page of the B.Streets website 4. Branded marketing handouts with product features
Online Homeowner Portal: 1. Online access will be provided to each home for a minimum of 10 years 2. Branded online homeowner portal for every home 3. Login available through both homeinformationpackages.com and the Lindvest website. Also accessible 24/7 in the cloud 4. Global keyword search function making it very simple for homeowners to find all information included in the portal instantly 5. Product index viewed room-by-room using image tiles with all product operating manuals, maintenance and care guides, and warranty information specific to each residence. The actual number of items depends on package chosen 6. User friendly maintenance and care section detailing the maintenance reminders and is viewed month-by-month using image tiles 7. Dynamic ‘Your Neighborhood’ map that details the amenities in the area and is updated on a regular basis by Google maps 8. Interactive warranty page detailing the third party warranty 9. Downloads section includes a PDF of the Owner’s Guide, important service procedures, ‘How to use the portal’ PDF, floor plans etc. 10. Service Request function where you can service homeowner requests; Directs to your chosen service contact(s) and is managed through the Builder Portal 11. Automated monthly maintenance emails letting homeowners know scheduled maintenance is due. Email reminders before all major warranty milestones occur; all emails will be branded to B.Streets each project and Lindvest 12. Full mobile access through iPhone and Android devices
Toll Free 1.877.744.7547 | Phone 604.988.0690 | Fax 1.866.681.0620 202 - 50 Fell Ave, North Vancouver, BC, V7P 3S2
DELIVERABLES CONTD... Printed Homeowner Guide & Access Label: 1. Gloss or Matte finish printed homeowner guide (per services above) branded to B.Streets 2. Printed guide also be available in PDF format, contained within ‘the documents’ section of the homeowner portal 3. A home-specific Home ID & Password with a project branded access label for each unit
Builder Portal: Online information sharing allows anyone in your company, as well as property managers to: 1. Cross reference information by product, address or contact company with advanced search capabilities 2. Manage and edit owner service requests 3. Access customer, manufacturer, supplier and trade contact information 4. Access which owners are viewing their maintenance email reminders
Toll Free 1.877.744.7547 | Phone 604.988.0690 | Fax 1.866.681.0620 202 - 50 Fell Ave, North Vancouver, BC, V7P 3S2
GETTING STARTED
GETTING STARTED WITH CONASYS The following section outlines our client on boarding procedures:
Step 1: Establish Your Delivery Schedule A Client Services Representative (CSR) will contact you immediately upon enrolling to provide an overview of the delivery process and confirm your delivery schedule. Your CSR will assist you during the design process, and support you after delivery.
Step 2: Provide Your Project Information Supply your project information such as the trade list, color scheme options, upgrade options, interior design specifications, floor plans, occupancy dates etc. We accept documentation in any format, or use one of our Excel templates.
Step 3: Choose Your Homeowner Guide Cover & Content Design your homeowner guide from our many templates or create your own! We have 8 covers to choose from and an assortment of content documents. You can also create your own cover and/or supply your existing homeowner manual content.
Step 4: Review & Approve Your Homeowner Guides We won’t print your homeowner guides until you are satisfied with all the content. CONASYS provides a PDF copy of the homeowner guide cover & content for your approval, as well as access to the product information before it’s published to your homeowners. You can make changes, or go straight to print!
Step 5: Install the Online Access Labels & Issue the Homeowner Guides Affix each home-specific Online Access Label to a safe place in the home, such as the electrical panel, to ensure the original and subsequent owners can access the online Homeowner Portal. Issue the home-specific Guide to each owner when it has the most impact, like at turn-over or during your walk though.
Toll Free 1.877.744.7547 | Phone 604.988.0690 | Fax 1.866.681.0620 202 - 50 Fell Ave, North Vancouver, BC, V7P 3S2
GETTING STARTED
GETTING STARTED FAQ When is the best time to enrol our project? We highly recommend you enroll before sales start. We can provide you with a branded online demonstration package, sample homeowner guide and marketing collateral to use in your Presentation Centre. This will demonstrate your commitment and after sales support to purchasers
Who sources the product information? CONASYS sources the product manufacturer documents such as operating manuals, maintenance & care guides and extended warranty information from the interior design specifications & color scheme options.
What about last minute product changes? Changes can be made at any point prior to approval & printing. If changes are made after, the homeowner portal can be updated at no cost.
Who designs the look & feel of the homeowner portal and guide? Choose from one of our many templates, or create your own from scratch!
When do you begin putting together the CONASYS package and how long does it take? We start compiling the information library 12 weeks prior to completion. Generally we deliver the printed homeowner guides in approximately 9-12 weeks.
Toll Free 1.877.744.7547 | Phone 604.988.0690 | Fax 1.866.681.0620 202 - 50 Fell Ave, North Vancouver, BC, V7P 3S2
FEE STRUCTURE
FEE STRUCTURE TOTAL UNITS
LIST PRICE PER UNIT
DISCOUNT PER UNIT
ADJUSTED UNIT PRICE
TOTAL DISCOUNT
STANDARD OPTION
195
$195.00
$19.50
$175.50
$3,802.50
LITE OPTION
195
$100.00
Standard payment terms are 10% initial deposit with balance to be paid upon delivery. Price per unit includes a minimum of 10 years online access to both homeowner and builder portals. This is a one-time cost and there are no ongoing maintenance fees. We appreciate the opportunity to fulfill your homeowner communication needs. Sincerely,
Morgan Iannone Director, Sales
C 604.562.0568 O 604.988.0690 (ext 225) F 604.988.0695
Toll Free 1.877.744.7547 | Phone 604.988.0690 | Fax 1.866.681.0620 202 - 50 Fell Ave, North Vancouver, BC, V7P 3S2
www.conasysinc.com