Create an action plan
The first thing we’ll ask you to do is create an Action Plan. We'll ask you a few simple questions about your client's home. You can then tailor your client's plan to suit their budget and goals.
When you've finished you can choose to download or save your client's Action Plan. If you save it, we'll give you a unique code to enter when you come back, so you don't have to answer the questions again.
