Process for Level 10 Weekly Sales & Construction Meeting

Who is responsible: Sales Advisor (& Builder)

What is the Goal: To review all homes released to construction and get status on each every week including homes sold, available for sale, closed, and those just released to construction.

How will we achieve this: Each Monday, at same designated time, Sales Advisor and Builder Team will review all homes in community that have been started and discuss status from builder, and interest from Sales –then update the buyers under contract with a status report each week.

Why is this important: To communicate between Sales & Construction those activities happening each week to each home started so that buyers can be communicated the status, and both sales & construction knows what is going on in the community from each of their perspectives.

Process for Level 10 Weekly Sales & Construction Meeting

(Attendees: Sales Advisor(s), Project Manager(s))

(VP Sales, VP of Construction and VP of Operations to attend every other week)

Sales Advisors are responsible for ensuring that we have a Weekly Sales/Production Level 10. This is to ensure Sales Advisors and Project Managers are on the same page for all aspects in managing their community. Review Community Inventory to ensure we are on schedule and hitting our quarterly goals. Proactively maintain overall community appearance so that we present the best product for our future customers. The meeting will follow the prescribed format and time frame outline in the agenda for the sales meeting. This meeting should be scheduled for the same time and day every week. Meeting must start on time. This is important to ensure community construction issues are being addressed and that Sales Advisors and Project Managers are achieving goals and collectively operating as a team to Market, Sale, Build, and Close homes.

MEETING AGENDA: Weekly Sales & Production Level 10 (Remember to post this agenda on the Teams call during each & every Monday Community Level 10—each Level 10 MUST be held on the Teams Call invite for the Community at the allotted time).

1) Review Overall Community Appearance – 5 minutes

• Review “Community Appearance” Checklist

• Create 7 Day Action Items during the review to address any outstanding items.

• Reminder: 7 Day Action items must be done in 7 days.

2) Review Last Weeks Closings and discuss any outstanding homeowner issues – 5 minutes

• A Superior Home Buying Experience is our mission. If there are any outstanding issues, we must put a plan in place to take care of our homeowners and resolve outstanding issues.

• Discuss previous week’s closing. There should be no outstanding items but if there are postclosing items, 7-day action items must be created.

Process for Level 10 Weekly Sales & Construction Meeting

3) Review Community Inventory using Global Inventory Report – 25 minutes

• Global Inventory Report from Lot Vue to be printed to review each home listed. Review each of the following for all lots: o Schedule status o Orientation & sign off date If there are any action items, create 7-day action items

4) Review Pipeline and closing report – 5 minutes

• Pipeline report and loan notes, ensure that everyone is aware of updates on closings

5) Review Last Weeks 7-Day Action Items – 5 minutes

• Review and update last week’s 7-Day Action Items. Action items are either “done” or “not done”

6) Review Customer Surveys received for the past week and monthly average scores – 10 minutes

• Review table top surveys from last week’s closings. Create 7-Day Actions items if necessary

• Review Guild Quality – 30 day post surveys. Create 7-Day Actions items if necessary

• Review Monthly Averages to ensure we are hitting Goals

*PLEASE REMEMBER during this meeting:

• NO PHONES, IPADS, OR LAPTOPS

• Meeting starts ON Time and ends ON TIME

• Close sale center during meeting

*REMINDER: Items Required to be printed before the meeting and brought to the meeting for review:

• Overall Community Checklist – agent to complete prior to meeting

• Most recent Global Inventory Report- agent to print prior to meeting

• Updated pipeline report - agent to print prior to meeting -

• Copies of all surveys – Guild surveys from emails and Table top from closing docs - agent to print prior to meeting

• Agenda for the Sales & Construction Meeting (this sheet)- agent to print prior to meeting