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Discover the intricate dance between customers, dealers, and manufacturers in creating the perfect pool. This guide covers customer desires for relaxation and family time, while addressing critical concerns such as financing options, quality assurance, and installation processes. Learn about the importance of trust in the dealer-customer relationship, site planning, necessary permits, and how long-term satisfaction is achieved. Understanding the entire process—from planning to final walkthrough—will empower you to make informed decisions for one of your largest investments ever.
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Building a Pool The dance
The Actors • Three actors • Customer • Dealer • Manufacturer
The Customer • Expectations? • 4ft of concrete • Mona Lisa • Perfection? • Buyers remorse • 30 years of payments • Desires? • Wants a pool • Family time • Relaxation • Exercise • Financing? • 2nd Mortgage • Unsecured Loans • Pulling money from savings • One of their largest investments ever
The Customer’s Trust “If I knew what I was buying I would not have bought it.”
The Dealer • Installation • Excavating • Receiving Pool Shell • Plumbing • Anti-Entrapment • Backfilling • Decking • Bonding • Equipment • Anti-Entrapment • Final Walk Through • Quality Assurance Survey • Sales • Advertise Product • Qualify leads • Sell the referral (5star) • Home Visits • Choose your customers • Planning • Permitting • Purchasing • Order shell • Order Equipment • Aqu@mall • Scheduling
The Dealer’s Trust “The beauty of our business is we get to pick our customers…”
Manufacturer • Shipping • Depots • Handling pools • Scheduling • Payment • Pizza Delivery Guy • Warranty • Quality Assurance • Customer Satisfaction Survey • Raw Materials • Molds • Production • Infrastructure • Employees • Administration • Orders • Advertising
Trust • Customer’s contractual relationship with Dealer • Initial Deposit and signing of contract • Final walk through • Quality Assurance • Dealer’s independent relationship with Manufacturer • Sales leads • Order Pool • Pay for Pool • Quality Assurance • Customer’s long term relationship with Manufacturer • Warranty • Quality Assurance
Job Feasibility and Planning • Know your customer’s expectations • Know local restrictions / codes • Check for underground utilities • Check Electric Service and Equipment demands • Yard access for equipment • Access for pool delivery
Resource Planning • Plumbing Supplies • Pipe • Fittings • Glue • Layout tools • Stakes • String • Screed boards • Excavator • Crane / Lull • Hand Tools • Excavated Material • Haul off job site • Relevel yard • Backfill Material • Sand • Flowable Fill • 3/8” max diameter gravel
Site Plan • Discuss grade height with customer • Pool location • Decking • Equipment location • Storm Water Runoff • Landscaping • Get Customer Signoff
Building Permit • Engineering plans • Site plan • Inspections required • Plumbing Safety • Bonding Grid
Site Preparation • Excavation • Dig Plan • Benchmark • Sump Line • Grading Pool Base • Screed Boards
Pool Delivery • Receipt and Inspection • Unloading • How to Handle a Pool
Equipment Pad • Basic Pool • Basic Spa • Pool / Spa Combo • Water features • Sanitizer • Heater
Final Walk Through • Check List • www.sanjuandealers.com