About this Event
Duration: 1 Full Day (8 Hours)
Delivery Mode: Classroom (In-Person)
Language: English
Credits: 8 PDUs / Training Hours
Certification: Course Completion Certificate
Refreshments: Lunch, Snacks and beverages will be provided during the session
Workshop Overview:
Kelowna’s booming real estate and trades sector demands contractors and small firms to operate efficiently and grow. This course equips you with practical strategies and tools to streamline operations, manage projects, and optimize workflows. You will explore essential aspects of business planning, customer management, financial oversight, and technology adoption, ensuring your operations are competitive and sustainable in today’s dynamic market.
Key Outcomes
By the end of this course, you will:
- Understand how to plan and manage small-scale real estate and trades projects efficiently.
- Learn practical tools for budgeting, scheduling, and operational oversight.
- Acquire skills to implement technology solutions and scale your business.
- Gain insights into marketing strategies tailored to local markets.
- Improve client management and customer relationship practices.
Target Audience:
- Independent contractors and small trades firms
Why is it right fit for you?
Kelowna’s thriving real estate and trades sector presents significant growth opportunities. This course is specifically designed to address the unique challenges faced by contractors and small firms, providing actionable insights that can be implemented immediately. By blending hands-on exercises with expert guidance, you will gain strategies to improve operational efficiency, enhance client engagement, and expand your business. Our experienced trainers focus on real-world applications, ensuring the knowledge is practical and industry-relevant. Whether you are optimizing your current operations or planning for expansion, this training provides the tools to succeed.
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Bring your team and save
1. Groups of three or more receive a 10% discount
2. Organizations hosting an in-house session with 10+ participants enjoy a 15% discount.
Looking to boost your team’s performance internally?
We offer customized in-house training tailored to your business operations. Whether your team requires deeper focus on project management, customer relations, or technology tools, our experts will adapt the modules to meet your specific needs. In-house sessions ensure your team learns strategies that are directly applicable to your business context.
📧 Contact us today to schedule a customized in-house, face-to-face session:
Agenda
Module 1: Understanding the Real Estate & Trades Landscape
Info: • Current trends in Kelowna’s market
• Opportunities for small contractors and trades firms
• Challenges in scaling operations
• Activity
Module 2: Business Planning & Operations Management
Info: • Setting clear business objectives
• Streamlining workflows and processes
• Project scheduling and prioritization
• Activity
Module 3: Financial Oversight & Cost Management
Info: • Budgeting for projects and operational costs
• Tracking expenses and revenues effectively
• Understanding cash flow and profitability
• Activity
Module 4: Marketing & Client Acquisition
Info: • Identifying target clients and niches
• Building a strong local and digital presence
• Networking strategies for contractors
• Activity
Module 5: Technology & Tools for Trades Operations
Info: • Project management and collaboration software
• Mobile apps for scheduling and invoicing
• Leveraging analytics for operational efficiency
• Activity
Module 6: Compliance & Safety Standards
Info: • Health, safety, and regulatory requirements
• Risk management strategies for small firms
• Maintaining quality assurance
• Activity
Module 7: Customer Relationship Management
Info: • Handling client communication professionally
• Building repeat business and referrals
• Using CRM tools effectively
• Activity
Module 8: Scaling Your Business
Info: • Identifying growth opportunities
• Hiring and managing small teams
• Planning for sustainable expansion
• Activity
Module 9: Case Studies & Local Success Stories
Info: • Examples of thriving trades and real estate firms in Kelowna
• Lessons learned from local contractors
• Strategies to replicate success
• Activity
Event Venue & Nearby Stays
Regus - Kelowna, BC, Regus office space, Kelowna, Canada
CAD 513.62 to CAD 617.12
