Name: Project Agreement Form
Brand: BUILD WITH INSIGHT
Price: 57.00 AUD
Availability: InStock

Project Agreement Form

$57.00 AUD

Taxes included.

SOFTWARE: CANVA

SIZE: A4

Lock In Serious Clients and Eliminate Quote-Shopping Chaos

Transform proposal acceptance into secured projects with professional preliminary agreements that protect your schedule and ensure committed clients.

This comprehensive form bridges the gap between "yes, we want to hire you" and actual contract signing while securing deposits and project timelines.

Secure committed clients - Professional deposit system eliminates tire-kickers and quote shoppers
Protect your schedule - Reserve project capacity with binding preliminary agreements
Professional transition process - Structured path from proposal to contract signing with clear timelines
Deposit protection - Clear terms covering deposit allocation, refund conditions, and forfeiture rules
Eliminate project delays - Systematic approach ensures smooth progression to contract execution

Complete Project Commitment Management System:

This comprehensive 3-page system provides structured documentation for securing projects after proposal acceptance, from initial commitment through contract preparation and project commencement.

Instead of hoping accepted proposals lead to signed contracts or struggling with clients who change their minds, you create binding preliminary agreements that protect your schedule while ensuring committed clients follow through with their project decisions.

Common Project Commitment Challenges:

Clients accepting proposals but delaying contract signing indefinitely
Project schedules disrupted by clients who change their minds after verbal acceptance
Difficulty securing deposits or defining what deposits cover during preconstruction phase
Confusion about timeline and requirements between proposal acceptance and project start
Lost opportunity costs from holding schedule space for uncommitted clients

Perfect for builders managing project pipelines and scheduling, construction professionals dealing with client commitment issues, and contractors who want systematic transition processes from proposal acceptance to signed contracts with secured project timelines.

Secures project schedules through binding preliminary agreements with deposit requirements
Eliminates quote shopping by requiring immediate commitment and deposit after proposal acceptance
Maintains steady project pipeline through structured transition from acceptance to contract execution
Protects business operations by clearly defining deposit allocation and refund conditions
Creates professional commitment process that serious clients respect and uncommitted clients avoid
Reduces opportunity costs by ensuring schedule reservations are backed by financial commitment

Professional Project Commitment Features:

Professional Commitment Letter: Structured thank-you communication explaining the preliminary agreement purpose and transition to contract signing
Comprehensive Project Details: Client contact information, project description, timeline, start date, and practical completion documentation
Detailed Deposit Allocation: Seven-point breakdown showing exactly what deposit covers (scheduling, contract prep, permits, material bookings, trade coordination, insurance, site preparation)
Structured Timeline Management: Clear progression from deposit receipt through contract signing to project commencement with defined target dates
Deposit Protection Terms: Comprehensive terms covering deposit security, credit toward first payment, forfeiture conditions, and scope change requirements
Client Requirements Checklist: Four-point verification system ensuring clients meet obligations (signed agreement, site access, building insurance, outstanding permits)
Professional Payment Processing: Bank transfer details with reference codes and due date management
Formal Acceptance Process: Dual client signatures confirming understanding of deposit terms, timeline, and requirements with builder authorization
Canva Editable: Fully customizable with your branding, deposit percentages, timeline requirements, and specific commitment terms

Initial Setup:

Download and customize template in Canva with your company branding and signature
Set deposit percentages and timeline requirements appropriate for your project types
Customize deposit allocation items to match your preconstruction services and processes

First Project Use:

Send after proposal acceptance to immediately secure the client's commitment and project timeline
Collect deposit and signatures following the structured process and timeline requirements
Proceed to contract preparation using the established timeline and client requirements framework

Ongoing Implementation:

Use immediately after every proposal acceptance to secure projects and eliminate quote shopping
Maintain consistent deposit and timeline requirements across all project types
Build client expectation that deposit and preliminary agreement are standard professional practice

Most builders handle proposal acceptance with informal handshakes or basic emails that leave projects vulnerable to client changes of mind or scheduling chaos.

This comprehensive system provides the same structured commitment framework that professional construction companies use to secure projects and manage the transition to contract execution.

Unlike basic deposit requests, this includes comprehensive deposit allocation documentation, timeline management, client requirement checklists, and formal agreement terms that ensure committed clients and protected project schedules.

Software: Canva (free account sufficient)
Pages: 3-page comprehensive format
Customization: Complete branding and content control
Usage: Unlimited projects (personal/company use only)
Support: Setup guidance and customization help available

Sale

Builder Conversion Trio

$410.00 AUD $246.00 AUD

$246.00 AUD $410.00 AUD

Sale

The Contractor Control System

$954.00 AUD $525.00 AUD

$525.00 AUD $954.00 AUD

Frequently Asked Questions

After the purchase process is complete, you will receive a confirmation email within a few minutes with instructions for downloading your templates.

All of the templates are typically available in Canva.

For the spreadsheets, all of these are in Google Sheets, with a few available also in Microsoft Excel.

Please check the specific product pages for detailed information.

Depending on my workload and the size of the request, customization may be possible.

Usually there is a fee, however this will be discussed over a call / email.

Please reach out, and we can discuss.

No product purchased from Build With Insight is legally binding.

You should always seek professional advice from a law professional in your country of residence / business to ensure the documents you use for your business are appropriate for your business and the local laws.

Build With Insight cannot be held responsible for any repercussions from using the templates.

For all digital downloads, the product will be instantly available upon confirmed payment. (no physical product will be shipped).

Due to the nature of it being digital, no refunds are given for any reason.

Therefore, please ensure you read and understand fully the item description.

If you are unsure about anything, please reach out prior to purchase.

For all physical items, please contact me prior to purchase to confirm refund policy.