These guides are working documents, not sales material. Each one tackles a problem we see often among businesses around Burquitlam and Lougheed, and each gives you a method you can apply this week. You'll find numbers to plug in, checklists to copy and the mistakes worth avoiding.
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Building an enquiry source log your team will actually keep
Knowing which sources send paid work is the basis of every sensible marketing decision. This guide shows how to build a short, honest enquiry log, ask the right intake question and review it monthly in twenty minutes.
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The missed-call cost worksheet
Most owners know they miss some calls but have no idea what it costs. This worksheet turns your phone log into a monthly dollar figure in about an hour, using your own numbers.
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The strata job-day checklist: from first call to the suite door
Most failed tower jobs fail at the lobby, not in the suite. This checklist covers what to ask at booking, what to confirm the day before and what to record afterwards so the next visit to the same building runs smoothly.
The strata job-day checklist
The strata job-day checklist walks through every step between a customer in a tower calling you and your crew starting work in the suite. It covers the questions to ask at booking, what to confirm the day before, how to handle elevator reservations, parking and loading, and what to record so the next job in the same building is easier.
It's most useful for trades, movers, cleaners and installers who work inside strata buildings several times a month. It pairs with our strata access and booking engagement, but you can use it entirely on your own.
The missed-call cost worksheet
The missed-call cost worksheet shows you how to read your phone log, count the calls that never reached a person, and turn that count into a dollar figure using your own conversion rate and average job value.
It's the arithmetic we do on many first calls, written out so you can do it yourself. Most owners find the answer either reassuring or alarming, and both are useful. If it's alarming, our call coverage engagement is the fix.
Building an enquiry source log
Building an enquiry source log explains how to set up one simple record of every enquiry, with its source, city, building or neighbourhood, job type and outcome. It includes a starting list of source categories, the intake question to ask, and a monthly review routine that takes about twenty minutes.
It's built for businesses that serve both Burnaby and Coquitlam, where location labels get muddled, but it works for any local business that wants to know which sources actually pay.
Which guide to read first
If you're unsure where to begin, use the symptom you notice most:
| What you notice | Read first |
|---|---|
| Crews waiting in lobbies, jobs rescheduled because of elevators or parking | The strata job-day checklist |
| The phone seems quieter than it should, or voicemails are piling up | The missed-call cost worksheet |
| You spend on ads or listings and aren't sure which ones pay | Building an enquiry source log |
The three are connected. Access problems keep crews away from their phones, unanswered phones distort what your source log shows, and a source log tells you whether new customers from nearby buildings are actually booking. Many owners end up using all three, one after the other.
What the guides don't cover
The guides stay within business operations and marketing. They don't explain trade techniques, building codes, strata law, tax or employment rules, and they don't recommend specific software vendors. Where a topic needs a licensed professional, such as a lawyer for a bylaw question, the guide says so and stops there.
They also don't replace judgement. A worksheet gives you a number; deciding what that number means for your business is still your call. If you'd like a second opinion on what you found, that's what the complimentary first consultation is for.
How to use the guides
Pick the guide closest to the problem you feel most. Read it once all the way through, then work through it with real data from the last month: your phone log, your calendar, your invoices. Rough numbers are fine. The goal is a first count, not perfect accuracy.
If you finish a guide and the problem turns out to be smaller than you thought, that's a good result; you've saved yourself an engagement. If it's bigger, or the fix needs more setup than you have time for, get in touch and tell us what you found. Either way, see the four fixes for how we'd approach it.
Frequently asked questions
Can we use these guides without working with you?
Yes. They're written to be used on their own. If you run into a step that doesn't fit your business, that's a good moment to call, but nothing in them depends on hiring us.
Will you add more guides?
We'll add guides when we have something genuinely useful to say about a problem owners in this area face. We'd rather publish three good ones than a dozen thin ones.
Are these guides legal or compliance advice?
No. The strata checklist helps you ask buildings the right questions; it doesn't interpret bylaws or the Strata Property Act. For legal questions, ask a lawyer.