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 START DATE: January 29, 2026
WHEN: 5 pm Central Time (6 pm Eastern, 4 pm Mountain, 3 pm Pacific)
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:
The first will be a two-hour instruction session focused on helping you understand the purpose of implementing each management element discussed during this session, how to do it, best practices, and pitfalls.
The second session will take place three weeks after the teaching session, during which time you will be responsible for applying what you learned in the previous session within your company. During this two-hour feedback session, you will have an opportunity to share your work with the instructor and your classmates, ask questions about things you found challenging, and receive feedback for improvement.
January 29, 2026
1. Business Management
February 19, 2026
Review & Feedback
February 26, 2026
2. Financial Systems
March 19, 2026
Review & Feedback
March 26, 2026
2. Financial Systems (Continued)
April 16, 2026
Review & Feedback
April 23, 2026
3. Production
May 14, 2026
Review & Feedback
May 21, 2026
4. Human Resources
June 11, 2026
Review & Feedback
June 18, 2026
5. Sales & Marketing
July 9, 2026
Review & Feedback
NARI Member Fee: $2000
Non-Member Fee: $2750
About the Workshop 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 was instrumental in leading the company through successfully becoming the first NARI Accredited Remodeling Company in their local market.
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 involved with NARI for the past 6 years. She was the Vice President of the NARI Phoenix Chapter for two years before becoming President this year, and has also been involved with the Scottsdale Chamber of Commerce, where she volunteers. 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."