Choose accounts you can serve
Commercial opportunity starts with fit.
Your practice: Score two fictional target accounts on geography, service fit, crew capacity, approval clarity and payment timing. Choose one and explain the reason.
← Business Growth Series
SP-BG102 · Vendor Readiness & Account Development
Win Property Management, HOA & Commercial Accounts
Build a vendor packet and an account plan that address a property buyer's operating needs.
Choose one format below. Tuition is a one-time price per person; confirm your session before payment.
Who should attend
Built around your everyday decisions.
Contractors, maintenance firms, cleaners, restoration providers and other businesses serving managed properties.
Before the session
Bring a redacted capability statement, service-area list and current insurance/licensing document inventory. Do not bring tenant or resident information.
The curriculum
Learn it. Practice it. Apply it.
A vendor packet that earns review
A vendor packet helps a buyer decide whether to continue evaluation.
Your practice: Assemble a one-page capability statement and a document register. Mark each item current, requested or missing. Write a truthful response to one unresolved requirement.
Discovery and a clear proposal
Use discovery to understand what success looks like on the property.
Your practice: Role-play a 10-minute discovery meeting. Write a six-part proposal summary and identify two details requiring confirmation before quotation.
Follow-up and account retention
Account development continues after the proposal.
Your practice: Write an initial outreach email, a post-meeting recap and a 30-day account plan. Each must contain a specific, reasonable next step.
Two ways to learn
A focused introduction.
A workshop to put it into practice.
90-minute introduction
Understand the core ideas, work through an example and complete one business tool. A focused option for networking groups and team meetings.
Includes: guided discussion, a worksheet and a next-step commitment. Attendance acknowledgment only.
- Standard price
- $99
- Safer Pros member
- $79
Four-hour workshop
Build your own tools through instruction, paired practice and an application lab. Includes two ten-minute breaks.
Includes: workbook, four editable business templates, knowledge check, capstone feedback and a 30-day action plan.
- Standard price
- $249
- Safer Pros member
- $199
One-time tuition per person, in USD, before applicable tax. Member pricing requires verified active Safer Pros membership.
Make the next 30 days count.
Set a baseline, choose an owner, test a change and review the result. Select measures relevant to your business:
- Qualified discovery meetings
- Complete vendor packets accepted for review
- Proposals with a scheduled next step
- Gross profit and payment timing by account
Workshop rhythm
Opening and case study; four teaching and practice modules; application lab; knowledge check; action planning.
The four-hour format includes 220 instructional minutes and two ten-minute breaks. Course examples are educational and do not guarantee financial or business results.
Before you enroll
Are dates and tuition available?
Request information for upcoming public sessions or private company training. We will confirm dates, instructor, format, tuition and participant terms before you enroll. Submitting an inquiry does not reserve a seat or charge a payment.
What does the completion certificate mean?
The four-hour workshop requires all 220 instructional minutes, at least four of five knowledge-check answers correct, and all four capstone criteria met. Coaching and reassessment are available. The certificate documents course completion; it does not provide a professional license, CEU credit, accreditation or Safer Pros provider verification.
Can our whole team attend?
Yes. Request private company training and include your location, preferred format and approximate group size. Examples can be adapted to your service category.
What if I need an accommodation?
Contact info@saferpros.com with your participation needs. We can discuss accessible materials and alternatives to verbal role-play before the session.
Put this program on your team’s agenda.
Ask about a public session, a networking-group introduction or private team training.
Choose your format & enroll