Forrester's Building Solutions

Forrester's Building Solutions Inc.

Lumber & Building Complex

Complete Digital Transformation Proposal

Mobile App · Web Platform · CRM · Training

Prepared for Forrester's Board of Directors · July 2026

Representative: Jassee Nicola Torrington · +1 (917) 328-6941

The Challenge

Current pain points in serving overseas customers and managing sales:

!

Overseas customers in the U.S. cannot see what products are available or in stock

!

Sales specialists must call Guyana staff for every product inquiry, price, and availability check

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No centralized system for generating professional estimates and tracking orders

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Lost sales opportunities when customers can't browse or order independently

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Manual estimate creation is slow, inconsistent, and prone to errors

The Solution

A mobile app and web platform built specifically for Forrester's — connecting overseas customers with the Guyana inventory in real time, generating branded estimates instantly, and giving sales staff the tools they need to close deals without constant phone calls.

Live Product Catalog

Every product Forrester's sells — cement, steel, sand, stone, ready-mix, paint, roofing, hardware — visible with photos, specs, and real-time stock levels.

Digital Estimates & Invoices

Generate professional estimates in seconds — branded with the Forrester's logo, matching the exact format customers already trust. Send, track, and convert to orders.

Online Ordering with Rep Approval

Customers browse and submit order requests online — but orders do NOT go straight to Guyana. Each request routes to the assigned sales rep, who reviews, confirms, and approves it before it's sent for fulfillment. The sales rep stays in control of every deal.

Order & Delivery Tracking

Customers track their orders from placement to delivery at their Guyana construction site.

Sales Dashboard with Attribution

Sales specialists see inventory, manage incoming order requests, and track their own performance — every sale is attributed to the rep who handled it. No more lost credit for deals you closed.

Admin & Inventory Control

Guyana staff update stock levels, prices, and product info in real time — simple enough for anyone to use.

How It Works

1

Customer Browses

Overseas or local customer opens the app, browses products by category, sees prices in GYD and stock levels — no need to call Guyana for every question.

2

Customer Submits Order Request

Customer selects what they want and submits an order request. This does NOT go straight to Guyana — it goes to the assigned sales rep for review.

3

Sales Rep Reviews & Approves

The overseas sales rep (you) reviews the order request, confirms stock and pricing, adjusts if needed, and approves it. Every sale is tracked and attributed to the rep who handled it.

4

Order Sent to Guyana for Fulfillment

Once the sales rep approves, the order flows to the Guyana team for preparation, packing, and delivery scheduling.

5

Delivery & Payment

Order is delivered to the construction site. Customer pays via bank transfer, mobile money, or cash on delivery. Sales rep sees the full lifecycle on their dashboard.

How Orders Route — The Sales Rep Is in Control

The online catalog makes it easier for customers to see products and prices — but it does NOT eliminate the sales rep. Every order request routes through the assigned sales rep for review and approval before it reaches fulfillment. The sales rep is the gatekeeper, the point of contact, and gets credit for every sale. Customers come from two sources: overseas (U.S. and Canada) and local (Guyana) — both are served by the sales rep team.

The Sales Rep Team

Multiple reps — each handles their own clients and gets credit for their sales

Jassee Nicola Torrington

Primary overseas rep (U.S. & Canada) · also serves Guyana-based clients

Chairman

Handles select client accounts and oversees operations

Additional Sales Rep

Handles assigned client accounts alongside the team

The app assigns each customer to a specific rep. Every sale is attributed to the rep who handled it — no matter where the customer is located.

Overseas Orders (U.S. & Canada Diaspora)

Routed to the overseas sales rep — Jassee Nicola Torrington

Customer Browses & Submits

Selects products, submits order request

Overseas Sales Rep Reviews

Confirms stock, pricing, adjusts if needed

Rep Approves

Sale attributed to the rep

Sent to Guyana

Team prepares & delivers

Local Guyana Orders

Guyanese clients living in Guyana — also served by the sales rep team

Customer Browses & Submits

Online or walks into the store

Assigned Rep Reviews

Confirms stock, pricing & delivery

Rep Approves

Sale attributed to that rep

Fulfillment

Team prepares & delivers locally

Sales Rep = Gatekeeper

No order goes to fulfillment without the sales rep's review and approval. Your role is essential, not eliminated.

Sales Tracked to You

Every approved order is attributed to the rep who handled it. Your performance is visible on your dashboard.

U.S., Canada & Guyana Clients

Customers in the U.S., Canada, and Guyana all route to assigned reps. One rep can serve clients in multiple regions — sales always credit to the rep who handled them.

CRM — Customer Relationship Management

Beyond the storefront, the platform includes a full CRM system so Forrester's can manage every customer relationship professionally — track quotes, follow up automatically, and see sales performance at a glance.

Customer Database

Every customer — local and diaspora — in one searchable database. See contact info, order history, quotes sent, and communication notes for each customer.

Quote & Order Tracking

Every estimate and order is tracked from creation to delivery. See which quotes are pending, accepted, or declined — and which orders are being processed or delivered.

Automated Follow-Ups

The system automatically reminds sales staff when a customer hasn't responded to a quote in 3 days. No more lost deals because someone forgot to follow up.

Salesperson Assignment

Assign each customer to a specific salesperson. Each salesperson sees only their own customers and orders — clean, organized, and accountable.

Salesperson Dashboard

Each salesperson sees their own performance: quotes sent, conversion rate, total sales, and pending follow-ups. Managers see everyone's numbers.

Customer Communication Log

Every call, email, and WhatsApp message with a customer is logged in their profile. Anyone on the team can pick up where someone else left off.

Sales Rep Portal — Individual Login

Each salesperson gets their own login and sees only their own pipeline

Just like at major retailers (Lowe's, Home Depot), each sales rep logs in with their own username and password. When they log in, they land on their personal dashboard — showing only their own quotes, their own customers, their own follow-ups, and their own sales numbers. Sales reps do not have access to the full CRM — they only see what's assigned to them. No clutter from other reps, no confusion about who owns which deal.

My Quotes

Every estimate you've sent — sorted by status: Pending, Accepted, Declined, Expired. You see exactly which quotes need attention today.

Follow-Up Reminders

The system flags quotes that haven't gotten a response in 3 days and reminds you to follow up. Never lose a deal because you forgot to call back.

My Customers

Your assigned customers only — contact info, order history, and communication notes. You own the relationship.

My Sales Numbers

Your conversion rate, total sales, and pending pipeline — at a glance. Track your own performance and see where you stand.

Manager View — See the Whole Team

Supervisors and managers (the chairman and other leadership) get a separate login with full CRM access — they can see all reps' quotes, customers, follow-ups, and sales numbers side by side. They can see who's closing the most deals, which quotes are sitting too long, and where the team needs help. Individual sales reps only see their own data; management sees everything.

Built after project approval — this is a core feature of the platform, not an add-on. Every rep (Jassee, the chairman, and any additional team members) gets their own login from day one.

Staff Training

Each staff member logs into the training portal on their own phone or computer — no group sessions required. The full training takes approximately 2 hours, broken into short modules so staff can complete it at their own pace.

Self-Paced

Log in anywhere, pause anytime

~2 Hours Total

20 min per module

80% to Pass

Quiz after each module

Certificate

Proof of completion

Module 1

Managing Products & Inventory

Add a new product to the catalog (name, photo, price, category)

Update stock levels when inventory changes

Edit or remove discontinued products

Organize products into categories (cement, steel, paint, etc.)

Module 2

Creating Estimates & Quotes

Generate a branded estimate for a customer in under 60 seconds

Add line items, quantities, and discounts

Send the estimate to the customer by email or WhatsApp link

Convert an accepted estimate into an order

Module 3

Reviewing & Processing Orders

View new order requests as customers submit them

Review, adjust, and approve orders before they go to fulfillment

Every approved sale is attributed to you on your dashboard

Track order status: Requested → Approved → Processing → Ready → Delivered

Module 4

Managing Payments

Verify bank transfer proof-of-payment uploads

Mark cash-on-delivery orders as paid after delivery

Confirm MMG (Mobile Money) payments received

View payment status across all orders at a glance

Module 5

Using the CRM Dashboard

View all customers and their order history in one place

See which quotes need follow-up (customers who didn't order)

Assign customers to specific salespeople

Track communication notes per customer

Module 6

Sales & Performance Reports

View daily, weekly, and monthly sales totals

See top-selling products and categories

Track which salesperson is closing the most deals

Export reports for board meetings

What's Included in Training

Self-paced online training portal — each staff member logs in on their own phone or computer

6 modules, ~20 minutes each (~2 hours total) — complete on your own schedule

Short knowledge check (quiz) after each module — 80% required to unlock the next

Certificate of completion for each staff member who passes all modules

Manager dashboard showing who has completed training and who still has modules remaining

Recorded video walkthroughs saved for future staff onboarding and reference

Quick reference cheat sheet for the most common tasks

Customer-facing 'How to Order' guide to share with buyers

3 months of follow-up support for any questions

How the Knowledge Checks Work

After each module, staff answer 5–10 short questions. They need 80% to pass and unlock the next module. If they don't pass, they can review the module and retake the quiz — as many times as needed. The portal records every attempt, so management can see who passed on the first try and who needed extra review. This is the same model used by Lowe's, Home Depot, and other major retailers for staff onboarding.

Live Product Catalog

This is the actual catalog your customers will see — browse products, check prices in Guyanese Dollars, see stock levels, and add items to a cart. Try it right here.

Rock Hard Cement

Cement & Sand

Rock Hard Cement

In Stock

G$ 1,800

per bag

Sand (Double Axle)

Cement & Sand

Sand (Double Axle)

Only 20 left

G$ 35,000

per load

Stone

Stone & Ready-Mix

Stone

In Stock

G$ 7,800

per yard

Ready-Mix Concrete

Stone & Ready-Mix

Ready-Mix Concrete

In Stock

G$ 32,000

per cubic yd

Steel 12.7mm Corrugated

Steel & Wire

Steel 12.7mm Corrugated

In Stock

G$ 1,145

per length

Steel 3/8" Corrugated

Steel & Wire

Steel 3/8" Corrugated

In Stock

G$ 596

per length

Binding Wire 55lbs

Steel & Wire

Binding Wire 55lbs

Only 15 left

G$ 9,649

per roll

Prepainted Roofing Sheet

Roofing

Prepainted Roofing Sheet

In Stock

G$ 3,200

per sheet

Roofing Screws & Washers (100pk)

Roofing

Roofing Screws & Washers (100pk)

Only 45 left

G$ 3,500

per box

Premium Exterior Paint - Red

Paint

Premium Exterior Paint - Red

Only 25 left

G$ 8,500

per gallon

Premium Exterior Paint - White

Paint

Premium Exterior Paint - White

Only 40 left

G$ 8,500

per gallon

Greenheart Lumber 2" x 4"

Lumber

Greenheart Lumber 2" x 4"

In Stock

G$ 1,800

per ft

Plywood Sheet 4" x 8"

Lumber

Plywood Sheet 4" x 8"

In Stock

G$ 4,800

per sheet

PVC Ceiling Panel

Ceiling

PVC Ceiling Panel

In Stock

G$ 2,500

per panel

Pine Six-Panel Interior Door

Doors

Pine Six-Panel Interior Door

In Stock

G$ 14,000

per door

Pine Arch-Top Interior Door

Doors

Pine Arch-Top Interior Door

Only 50 left

G$ 14,000

per door

Build a Quote Instantly

Generate a branded estimate in seconds — edit customer info, add line items, adjust quantities and rates. Totals and tax calculate automatically. Print it directly from this page.

Edit any field below — totals update automatically

Forrester's

Forrester's Building Solutions Inc.

Lot 31-32 Bagotstown Public Road, East Bank Demerara, Georgetown

Tel: +1 (917) 328-6941 · forresterandrew137@gmail.com

Estimate

#158427

9/25/2026

Bill To

Qty

Unit

Rate

G$ 90,000

Qty

Unit

Rate

G$ 70,000

Qty

Unit

Rate

G$ 34,350

SubtotalG$ 194,350
VAT (14%)
G$ 27,209
TotalG$ 221,559

Authorized by:

Jassee Nicola Torrington

Sales Representative

This is a sample estimate for demonstration purposes.

All prices in Guyanese Dollars (GYD).

Interactive Demos

Working prototypes you can try right now — tap, browse, add to cart, and generate estimates.

Payment Options

Forrester's serves customers in both the U.S. and Guyana. The app supports multiple payment methods so every customer can pay the way that works for them.

Online Card Payment

For U.S. & diaspora customers

Overseas customers pay securely by credit or debit card directly in the app — in U.S. dollars. No need to call or wire money.

Status: Requires payment processor setup (e.g., Stripe or Wix Payments)

Bank Transfer

Wire / direct deposit

Customers transfer payment to the Forrester's company account or a designated board member's account, then upload proof of payment in the app for verification.

Currencies: USD or GYD

Cash on Delivery

Pay when materials arrive

Customers pay in cash (GYD) when the order is delivered to their construction site or home. The delivery driver confirms receipt in the app.

Best for: Local Guyana customers

Mobile Money (MMG)

Guyana mobile wallet

Customers in Guyana can pay via Mobile Money Guyana (MMG) — sending payment from their phone to the Forrester's MMG account. Fast, simple, and no bank visit required.

Currency: GYD

Pay at Forrester's Location

In-person payment

Customers who prefer to pay in person can visit the Forrester's Lumber & Building Complex to settle their order. Cash, bank transfer, or mobile money — all accepted on-site.

Location: Lot 31-32 Bagotstown Public Road, East Bank Demerara, Georgetown

How Payments Work in the App

1

Customer places order and selects their preferred payment method

2

Online payments (card) are processed instantly — order marked as PAID

3

Bank transfers: customer uploads proof of payment for staff to verify

4

Cash/MMG/In-person: delivery driver or cashier confirms payment on receipt

5

All payment status visible to customer and sales team in real time

Why Forrester's Needs This

Increase Revenue

Capture sales from the diaspora market currently going to competitors with better online presence.

Empower Sales Team

Sales specialists work independently with full product and inventory knowledge — no more calling back and forth.

Operational Efficiency

Reduce manual work, eliminate miscommunication, and process orders faster.

Accessible Everywhere

Works on any phone or computer — customers in the U.S., staff in Guyana, all on one platform.

Current Branding & Product Range

Forrester's product catalog

Forrester's supplies: Cement, Sand & Stone, Ready-Mix Concrete, Roofing Materials, Doors & Hardware, Windows, Vinyl Ceilings, Tiles & Finishing Products, Paint & Accessories, Steel & Binding Wire.

Investment & Next Steps

Custom mobile app + web platform built and maintained

Product catalog setup with Forrester's inventory and branding

Digital estimate system matching Forrester's exact document format

Full CRM system for customer tracking, follow-ups, and sales reporting

Self-paced staff training portal with quizzes and certificates

Training for Guyana staff on managing products, estimates, orders, and payments

Ongoing support and updates managed by the sales consultant team

Ready to move forward? The demos above show working prototypes. Once approved, the full platform can be launched within 2-3 weeks.

Contact Forrester's

Have a question about a product, need a custom quote, or want to talk to our sales team? Reach out — we respond to every inquiry.

Your Trusted Building Partner

Connecting People. Supplying Quality. Building Futures.

Forrester's Building Solutions Inc.

Lot 31-32 Bagotstown Public Road, East Bank Demerara, Georgetown, 0011 GY

Representative: Jassee Nicola Torrington · +1 (917) 328-6941

Let's Build Together!

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