Client Advocacy: The Path To Build Real Relationships with Jacqueline Loftis and Amanda Simon - Cresa

Building Scale

We interview successful Architecture, Engineering, and Construction (AEC) business leaders to learn how they use people, processes, and technology to scale their businesses.

Client Advocacy: The Path To Build Real Relationships with Jacqueline Loftis and Amanda Simon - Cresa

E103 • Sep 3, 2024 • 63 mins

Jacqueline Loftis and Amanda Simon from Cresa share their career journeys. Amanda discusses her career shift and how Cresa works with the right clients, emphasizing the value of hiring their firm. They explore business development, team recruitment strategies, and the importance of building careers and refining processes. The conversation covers cost savings, value engineering, and bid selection, along with client retention and the role of an owner's rep. They discuss managing change orders, becoming a preferred vendor, and the significance of transparency, honesty, and core values in partnerships. The episode also touches on the impact of technology and AI in the AEC industry and the role of data in construction.

Key Points

Change orders can significantly impact project costs, and having an owner's representative can help mitigate unnecessary expenses by ensuring work is done according to agreements and leases.
Building and maintaining a network of trusted contractors and vendors is crucial for efficient project management, and it involves careful vetting and ongoing relationship management to ensure quality and reliability.
Embracing technology, including AI and data analytics, can drastically improve efficiency and accuracy in construction management, from site selection to project execution, by providing real-time insights and identifying potential issues before they become costly problems.

Connect with Jacqueline and Amanda - Jacqueline's LinkedIn: https://www.linkedin.com/in/jacqueline-loftis-0bb15473/ Amanda's LinkedIn: https://www.linkedin.com/in/amanda-simon-construction/ Website: https://www.cresa.com/ Connect with Justin & Will - Will's LinkedIn: https://www.linkedin.com/in/willforet/ Justin's LinkedIn: https://www.linkedin.com/in/justneagle/ Learn More & Connect With Spot Migration - Website: https://www.spotmigration.com LinkedIn: https://www.linkedin.com/company/spot-migration Facebook: https://www.facebook.com/spotmigration Youtube: https://www.youtube.com/c/Spotmigration Do you want to be a guest on the show? Go to https://buildingscale.net/guests Need to discuss your IT and Cybersecurity Strategy? Go to https://buildingscale.net/help

Speakers

Jacqueline Loftis

Guest • 48%

Will Foret

Host • 13%

Justin Neagle

Host • 13%

Amanda Simon

Guest • 25%

Amanda Simon

Guest • 1%

Chapters

0:00	Introduction and podcast mission
1:43	Guest introduction: Jacqueline Loftis and Amanda Simon from Cresa
3:30	Backgrounds of Jacqueline and Amanda
4:45	Amanda's career shift and overview of Cressa's services
13:22	Working with the right clients and the value of hiring Cressa
19:23	Business development and team recruitment strategies
22:24	Building careers and refining processes
24:06	Discussing cost savings, value engineering, and bid selection
30:23	Client retention and the importance of an owner's rep
36:03	Managing change orders and becoming a preferred vendor
43:07	Emphasizing transparency, honesty, and core values in partnerships
46:11	Technology and AI's impact on the AEC industry
54:08	Final thoughts and how to connect with the guests
1:02:06	Closing remarks and sponsor message

Transcript

Loading transcript...

- / -