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

Sep 3, 2024

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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.

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

(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