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Transcript

SPECIFICATION PHASE

DECISION PHASE

Register on SF

Initial Lead

Fact finding

Samples

Specification

Applicator Tender

Applicator List

U-Value Calculation

Main Contractor Appointed

Applicator Chosen

Finalised Spec

PLANNING PHASE

BID PROCESS PHASE

System Fixing Assesment

Quote to applicators

ON SITE

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Fact Finding

Sources of lead:NBS - IST to qualifyBarbour - IST to qualifyInbound enquiry to IST - IST to qualifyFunnel boost/campaign - IST to qualifyArchitect generation - PJM to qualifyMain contractor generation - PJM/AM to qualifyApplicator generation - AM to qualify

Salesforce Registration

Whoever does the fact find is to register as soon as it has been qualified.Any size project (including under 200m2) to be registeredComplete registration form and send to support.gb@sto.com

Sample Request

All standard samples to be requested via samplerequests.gb@sto.comSample request form to be completed for:- Overpainted boards (more than 6 to be approved by line manager)- Colour fans- Superlit samples- StoSignature samples (ordered from Germany)- Standard Acoustic samples

Any complex samples to be submitted to ordergb@sto.com via material withdrawal form (this must be approved by line manager if over £100 value or Ben if under £100 value) with sample requests in copyMaterial withdrawal form to be completed for:- Cleyer B samples- StoBrick samples- Whole bags/buckets of product- Accessories/tools- Bespoke acoustic samples

All glass samples to be dealt with by Darren and Sean with sample requests in copy

Additional Info:Sample lead times are 7 working days from point of requestAny samples ordered from Germany take 3-5 weeks from point of requestSamples to Ireland always sent via DHL for tracking purposes

All Decoprofile samples to be dealt with by Sean with sample requests in copy

BOOTBOX:Any samples that you require to go into your bootbox, email sample requests and we can send them to you directly.

Specification

All projects with a full system must have a specification.This can be one of the short specs or a full spec depending on the need of the job/customer.This must be uploaded to Salesforce (even the short spec) in the files section with the date backwards and then SP (as example '2023.12.06_SP_') as the start of the file name. This means that we can always track which is the most up-to-date spec.No old files should be deleted.

When using a short spec, please always fill in this section:

U-Value Calculation

Under 500m2 - IST to request from TSSOver 500m2 - PJM to complete but use TSS as fallback if required

For a rough indicator - use ready reckonerFor a formal U-value calc, U-Value Calculation form must be completedAdditional Info:Please check form is complete correctly before sending to TSS so that we don't waste their time.

System Fixing Assesment

Form to fill out - sent to TSS

*check the procedure document!*

Applicator List

Under 500m2 - IST- Customer to complete applicator request form (must be attached to SF)- Processed through portal- Applicator list sent to customer (and applicator)- Tracking spreadsheet to be updated

Over 500m2 - AM???

Quote Request

Quote request forms to be completed in full OR finalised Spec sent to support.gb@sto.com

Main Contractor Appointed

Key point in processSpec likely to changecheaperrealise diff subs/finish etcscope of works could change basically do full 1st section again

PROJECT COMPLETION/WARRANTY

20XX

20XX

20XX

20XX

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Warranty requested

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