Sample Documents

Following are a few of the documents that I have written, available here at the gracious permission of the owners.  These are sample documents and, while not redacted, only a portion of the full documents are presented here.  If you download anything, please keep the information confidential and use it only to analyze my style.

Learn To Rehab

A Real Estate Investor Training Program.  This document is a 227-slide PowerPoint deck.  It is used in a multi-week investor training series to provide entrepreneurs the basics about residential and small-commercial building rehabilitation.

This small section of the document talks about residential flooring construction and repairs.

My development of this document included research of applicable U.S. building codes such as the NFPA (National Fire Protection Association Code), NEC (National Electrical Code, NFPA Section 70), and various organizations that discuss best practices in residential construction.  I created the PowerPoint templates, all of the graphics, and all of the textual material.

Keep in mind that this document is used in a classroom setting and is more or less an outline of discussion points used by a professional instructor, and not intended to read like a book.

Amplus / Advecta

A Property Management and Real Estate Investment Firm.  This document is a prospectus/white paper directed at average-wealth investors.  The premise of the offering is that the investment manager acquires properties for rental, fully rehabilitates them, and puts long-term tenants into them.

The investor funds the purchase and rehab expenses of the acquisition, and is paid a fixed percentage return over an agreed-on term of less than 10 years.  This allows individuals with average means to participate in the real estate investment marketplace and to receive a stated return on the investment.

My development of this document included research of U.S. Securities Exchange Commission regulations concerning disclosure and investor relationships, including the S.E.C. 3-touch rule and the disclaimers necessary.  After interviews with the owner, I developed the document in accordance with his wishes.

Inspired Care

A Community-Based Residential Facility (CBRF).  This document, a small sampling of which is presented here, is used in a care-giver advertising campaign to help draw professional elder care-givers to the business.

The business itself is a highly unique CBRF, with staff that live in fully-equipped apartments attached to the actual care facility.  Benefits are very high, including a non-tax meal and technology allowance, and private access to their living quarters.

Because of government privacy restrictions on these types of senior housing providers, we are not able to disclose the company name or show much in the sample document.

My ongoing work with this firm includes development of collateral materials such as business cards, tri-fold brochures, white papers and advertising materials.  While this business has been operating for over 10 years, it is being re-imagined and a second campus is being developed.  I will be developing the operating website as well.

Web Sites

These are some of the sites that I have designed and developed.  I am now actively managing these properties for the clients.  Click the image to see an expanded view.  You can visit most of the live sites directly by clicking the Visit Site button.  There are some not publicly available, either currently under construction or because the information is intended for a private audience.

Realty Executives Capital City

A Real Estate Brokerage near Madison, Wisconsin.  This site features a live transaction engine between the brokerage and the South Central Wisconsin Multiple Listing Service (MLS) where visitors can do property searches in the towns serviced by the firm.  It has support pages for real estate terms and procedures, reviews, calculators, a team page that displays all the agents, and individual agent pages.

Radiant Healing

Massage Therapy Services near Milwaukee, Wisconsin.  This site draws potential clients to the business through Google keyword management and site presence.  We incorporate an external-facing link to the client’s dedicated scheduling system.

Fiesta RV Resort

Luxury 55+ RV Resort in Bullhead City, Arizona.  This site is used to communicate information with the resort residents and travelers, and to provide a communication vehicle for travelers to inquire about lot availability.

Ma’ari Closet

Fashion Direct Sales in Scottsdale, Arizona.  This site is currently under construction and not available for public viewing.  This is an e-commerce site for high fashion clothing and accessories that are designed locally and sold worldwide through direct channels.

IQ Investments

IQ Investments in Downers Grove, Illinois.  This private site is used by members of this organization and their prospects to exchange Real Estate Investment opportunities, including educational services, available properties, and other investment-related information.  Because the site is privately used, it is not available for public viewing.

Green Valley RV Resort

Recreational Vehicle Resort in Green Valley / Sahuarita Arizona.  This newer site is used as a public-facing resource for potential visitors, including pre-registration, explanation of rates, rules, and expectations.  It is also used as an internal public board for dissemination of information to the residents of the resort.

Green Valley Estates Mobile Home Park

Luxury Mobile Home Park in Green Valley Arizona.  Sister park to Green Valley RV Resort, this site is used for in-park communications and a referral base for the occasional and limited RV temporary stay.

Angelic Soup

Beth Pfeffer, Alternative Healing Practitioner in Green Valley, Arizona and Madison, Wisconsin.  In addition to the advertising for services aspect of this site, it features direct scheduling and payment for appointments.  There is also a glossary of terms for the alternative healing community, and contact forms for communication.

Concrete Removal and Replacement

A concrete flatwork replacement company in Waukesha, Wisconsin.  Unlike do-it-all concrete companies this one, as the name says, will only remove existing flatwork (concrete or asphalt) and replace it with a new, poured-concrete slab.  They don’t do walls, footings, or foundations, only flatwork replacement.  The company boasts the ability to provide up-front, fixed-price costs.

This site is SEO-tuned and features a contact form with job specifics specified so that the owner can quickly figure the final, all-in cost for his services.

Divine Point Acupuncture

Jessica Lobner, Licensed Acupuncturist in Stevens Point, Wisconsin.  The site explains the methodology of this Traditional Chinese Medicine practice, emphasizing the areas of focus taken on by Jessica.  Her practice specializes in difficult, chronic disorders and pain.

In addition to the marketing of her practice with highly-tuned SEO, the site provides forms for private client communication and the ability to jump into the clinical booking system.

Value Heating and Cooling

HVAC Sales, Service, and Installation serving South Central Wisconsin.  A new way of doing HVAC that combines DIY with professional installation.  Sales and installation of units are fixed-price and fully inclusive of all taxes and fees with no up-charges.  This business model has proven to be highly effective, and the owner is opening a second location in Northern Florida.

Unabodi Healing and Massage

Massage Therapy and Alternative Healing Services in Chandler, Arizona.  The business is in transition and expanding into other areas; consequently, it is not accepting new clients and has made its scheduling system private to existing customers during the transition.

My Life’s Work, Version 2

Startup Business Consulting Services near Tucson, Arizona.  Services offered by this provider are currently virtual online-only, and help older professionals transition from classic W-2 management and executive positions into a new startup that more succinctly fulfills on their desired life’s work.  The site is currently not taking additional registrations so it is not available publicly.

Frost Walls and Foundations

Specialty Concrete Services near Waunakee, Wisconsin.  This seasonal company in Southern Wisconsin specializes in pouring foundation walls and flatwork for new construction or remodeling.  They are price-leaders and offer flexibility that other concrete companies are unable to provide in this market.

Friends of The Fort

Support and Affinity Organization in Las Vegas, Nevada.  Members of this organization are subscribed to the mission of helping to preserve and promote The Old Las Vegas Mormon Fort State Historic Park in Las Vegas.  The Old Fort is the verified beginning of the City of Las Vegas and holds immense history for residents and visitors.  The website offers current information for members and visitors and features e-commerce opportunities for memberships and donations.

Value Concrete Construction

Full-Service Concrete Construction Services near Milwaukee, Wisconsin.  Part of the Value Construction Group family of companies, this firm offers larger-scale construction services, primarily serving other construction companies.  The site features information on the business and current pricing.

The Art of Angelic Soup

The Channeled Artwork of Beth Pfeffer in Green Valley, Arizona and Madison, Wisconsin.  As an adjunct site to the alternative healing site featured above, this site displays channeled healing artwork for clients and interested parties to purchase.  The site features in-depth explanation of each piece and an e-commerce system to order artwork.

Kirby The RAM

A Single-Vehicle Sales Site near Tucson, Arizona.  This one-off individual site features the display of a vehicle for sale.  The vehicle is unique in that it has been re-built with new components that make it a “hybrid-age” performance truck.

Golden World

Specialized Blogging Site in Grand Rapids, Michigan.  Built as a prototype to future endeavors for this budding writer, this site represents an avant-garde approach to community writing, similar to a blog.

9 Things

A Micro Publishing Book Site from Madison, Wisconsin.  This site, currently under construction, represents a self-published “micro-tome” from an author speaking to young adults about what’s next after high school graduation.

Portal 608 Techworks

Online Presence Services in Green Valley, Arizona.  Hey, that’s me.  You are actually viewing a page of that website right now.  As you can see from reviewing this portfolio of diverse work, I offer online services which include web site development, but also encompass much more.