AHOM™ Relocation Quote Process

Step 1. Discovery Call (Free)

• Goal: Understand the client’s relocation needs.

• What You Ask:

  • Number of employees/families relocating

  • Destinations (city/province)

  • Services needed (housing, immigration, tax, temporary housing, move management, etc.)

  • Budget range + timeline

• Deliverable: You send a 1-page intake summary confirming what you heard.

Step 2. Needs Assessment & Custom Plan

• Internal prep:

  • Plug details into your relocation management dashboard/CRM.

  • Select relevant partners/vendors (real estate, moving, temporary housing, etc.).

  • Draft a service bundle tailored to their needs.

• Deliverable to client:

  • Relocation Proposal PDF (custom branded):

    • Scope of services

    • Estimated costs (broken into categories: housing, move, immigration, extras)

    • Timeline & milestones

    • Your AHOM™ differentiators (housing-first, coast-to-coast, dual licensing, etc.)

Step 3. Quote Review & Adjustments

• Host a follow-up meeting (15–30 mins).

• Walk the client through the proposal.

• Answer questions, adjust scope if needed.

• Send a revised final proposal + contract draft.

Step 4. Formal Quote & Agreement

• Final Relocation Quote PDF includes:

  • Detailed cost breakdown (base services, optional add-ons)

  • Service level commitments (timelines, housing standards, compliance notes)

  • Terms & conditions

• Send with a Service Agreement (contract) for signature.

Step 5. Onboarding & Execution

• Once signed:

  • Assign a Relocation Advisor (you or a team member).

  • Provide client with “Welcome Pack”:

    • Timeline of services

    • Primary contact info

    • Link to dashboard/portal (if available)

• Begin service delivery, with checkpoints & reporting at each stage.