Build a Better Remodeling Business Workshop
Set the foundation for your remodeling business' future.
- Business Plan: Template
- Business Continuity Plan Sample
- Succession Plan: Template
- Certification Course Template
- Sample Budget Template
- Sample P & L
- Sample Balance Sheet
- Samples of ledgers, reports, tracking and forecasting
- Sample Chart of Accounts
- Sample of A/R and A/P SOPs
- Sample of Job Costing Report
- Balance Sheet and Previous Year End P & L Template
- Sample of Cash Flow Report
- Samples of SOPs
- Samples of Work Flow Charts and SOPs
- Master Contract Template
- Sample of Org Chart/Template for creating one
- Samples of Job Descriptions
- Template of Employee handbook
- Samples of both written Powerpoint Templated program and outsourced program
- Chart for documenting training
- IIPP Template
- Samples of plans for hiring and recruiting/ job descriptions/background checks
- Sample of Onboarding Program for New Hires
- Templates of Annual Review
- Sample of Employee Recognition Program
- Employee Exit Interview Questionnaire
- Template for a Marketing Plan
- Samples of Marketing Reviews to be done weekly, monthly, annually
- Samples of evaluating Marketing effectiveness
- Sample of Lead qualifying
- Sales Org Flow Chart and Sales Process
- Sample Scope of Work
- Sample Payment Schedule and Terms
- Sample Change Order Process
- Sample of Contract
- Sample of SOPs for sending out Client Satisfaction Forms
- Process for addressing negative feedback and resolving customer dissatisfaction issues
- Process for addressing any Social Media reviews
Remodeling business owners who want to:
- prepare their business for growth
- streamline operations and make the business easier to run day-to-day
- discover opportunities for increased revenues and profit margins
- make their business more attractive for sale
- make their business easier to pass on to the next generation
WORKSHOP STARTED DATE: TBD
WHEN: TBD
WHERE: Conducted via Zoom
DURATION: 12 two-hour sessions over 6 months
Each month, there will be two workshop sessions, each with a different purpose and format:
• Session 1: Instruction (2 hours)
A teaching session focused on the management element being covered. You’ll learn why it matters, how to implement it, best practices to follow, and common pitfalls to avoid.
• Session 2: Feedback (2 hours)
Held three weeks after the instruction session. During that time, you’ll apply what you learned within your company. In this session, you’ll share your progress with the instructor and classmates, ask questions about challenges you faced, and receive feedback to improve.
Session 1
1. Business Management
Session 2
Review & Feedback
Session 3
2. Financial Systems
Session 4
Review & Feedback
Session 5
2. Financial Systems (Continued)
Session 6
Review & Feedback
Session 7
3. Production
Session 8
Review & Feedback
Session 9
4. Human Resources
Session 10
Review & Feedback
Session 11
5. Sales & Marketing
Session 12
Review & Feedback
NARI Member Fee: $2000
Non-Member Fee: $2750
Registration for the Fall 2026 Workshop Coming Soon!
About the Instructor
Susan Raisanen
Susan Raisanen is marketing director for TraVek, a leading Scottsdale, AZ remodeling firm, where she has used her marketing, sales, and business management expertise to consistently grow company revenues and market awareness of the TraVek brand.
Susan is also the President of Profit Finder Pro, a sales and marketing tracking software company, where she helps business owners understand their numbers through the use of the software program.
Susan has been a NARI member since 2017 and has served in multiple leadership roles at NARI Greater Phoenix, on committees at NARI National, and as a volunteer with the Scottsdale Chamber of Commerce. Susan has appeared on various community message platforms to add value to the trades community, such as HouseTalk on News Talk 550 AM KFYI and The Tim Faller Show of Remodelers Advantage.
Susan has also written and published two books: Track It to Crack It: The Ultimate Guide to Unlocking Your Company's Full Profit Potential and Squeaky Cheese: The Ultimate Guide to Making Finnish Leipajuusto.
"The Build a Better Business Workshop is a no-brainer opportunity. This is probably the best investment I've made for my business. Not only has it helped me immediately to correct and improve things, its systematized program will help me lay out the groundwork for where I want my business to be for my eventual retirement."