Module 1 Know your customer and market 4 hAnalyse
Every sound business in smart home builder begins with one clear customer and one clear problem. In São Paulo and the wider state, demand is real but crowded, so a small, well-described customer group wins before a broad one.
- In smart home builder: Ask families what they want to stop doing by hand; start with lighting, security or energy.
- Write the customer in one sentence: a home owner. Add the place, the moment of need and what they use today.
- List five rivals or substitutes within reach. For each, record price, strength, weakness and how people reach it.
- Interview at least eight real customers with open questions. Record exact words, not your summary.
- Count the market in units: how many homes fitted could one area buy in a month? Use two public sources and your own count, then take the lower figure.
- Choose one first segment and say why the others wait.
Worked example. Weak: 'Everyone needs a home built with connected controls.' Strong: 'Our first customer is a home owner within 8 km of the centre, who today pays R$ 19.800 per home fitted and complains about delay. We target 4 homes fitted a month by month three.'
Second worked scenario. Scenario: ten customers are interviewed for smart home builder. Seven say price, two say speed, one says trust. Question: which first message do you write, and which interview record backs it? Model answer: lead with the home fitted price and speed promise, keep trust proof as the second line, and cite the seven price answers by date.
Activity. Write the one-sentence customer, a five-row rival table and eight interview records. Share them with a peer for a challenge round.
Standard to meet. Define a specific customer, build a rival table with prices, and trace every claim to an interview or a source.
Module 2 Rules, registration and data duties in Brazil 4 hUnderstand
Brazil asks every trader to be visible and accountable. Know which register, tax regime and sector rules apply before the first sale, and check each against the current official text.
- In smart home builder: Wiring follows national electrical standards; devices need certification; keep manual control for every key function.
- Choose a legal form: micro-entrepreneur (MEI) only if your activity appears on the official MEI list, or a company registered with a CNPJ. Regulated activities need their sector authorisation first. Check the current limits and lists on the official portal.
- Learn the tax regime that fits your size and write down which taxes you will collect and pay, and when.
- Find the sector rules for smart home builder: licences, inspections, professional registers. List each with the office that issues it and the renewal date.
- Personal data of customers falls under Brazil's data protection law (LGPD). Collect only what you need, say why, keep it safe, and name who answers questions.
- Consumer law gives buyers clear rights on information, returns and complaints. Put your terms in plain Portuguese.
Worked example. Checklist for a new smart home builder trader: 1) legal form (CNPJ, or MEI only if your activity is on the official list); 2) city operating licence; 3) sector licence or register; 4) tax set-up; 5) privacy notice; 6) written terms. Each has an owner and a date.
Second worked scenario. Scenario: a neighbour says registration can wait until the first R$ 90.000 of sales. Question: what do you do? Model answer: do not delay; write the compliance table first, confirm the register, tax and sector licence with the official office, and start only where the table shows no open blocker.
Activity. Build your own six-line compliance table for your first location. Mark what is done, what is pending and who confirms it.
Standard to meet. Cite an official source for every line, assume nothing, and date every pending item. Local law always wins over this course.
Module 3 Design the offer 4 hCreate
An offer states what the customer gets, how well, by when and at what price. For a home built with connected controls, the offer must make the quality visible and the next step easy.
- In smart home builder: Offer three packages with a plain control panel that every family member can use.
- Describe the core offer in three lines: what is delivered (a home built with connected controls), the standard it meets, and the time it takes.
- Add one proof for each promise: a sample, a test result, a guarantee or a customer record.
- Price from cost upward and from customer value downward, then pick a price inside both.
- Write a simple one-page terms sheet: what is included, what is extra, how to cancel.
- Create two options at most, so choice stays easy.
Worked example. Offer: 'A home built with connected controls, delivered within agreed time, checked against a written standard, price R$ 18.000 per home fitted. Proof: a dated record the customer can check and sign. Changes or cancellation by written agreement before work begins.'
Second worked scenario. Scenario: a customer asks for a discount from R$ 18.000 to R$ 16.200 per home fitted. Question: decide with numbers. Model answer: contribution falls from R$ 6.000 to R$ 4.200 per home fitted; offer an extra of value (for example faster service) before cutting price, and accept only if the lower contribution still clears break-even.
Longer notes. Define the offer as one home fitted: lighting control, door lock, sensors, a camera or two and the network that links them. Visit the home, draw the wiring plan and test the Wi-Fi signal in each room before you quote. List what is included, what the client must prepare and the days of work. Compute the cost from devices, cables, crew days and an allowance for return visits. Keep the workshop, vehicle and salaries as fixed cost. Before you sign, confirm the electrical-work rules and the personal-data rules for camera images.
Extra worked example. A home fitted sells for R$ 18.000. Devices cost R$ 8.000, labour R$ 3.000 and cables, travel and allowance R$ 1.000 (a worked-example split, not market data), so the cost is R$ 12.000 and the margin is R$ 6.000, or 33,3%. With 6 homes a month, revenue is R$ 108.000 and contribution R$ 36.000. After R$ 25.000 of fixed cost, the result is R$ 11.000. Five homes already clear the R$ 25.000 workshop, leaving R$ 5.000, and the sixth takes the month to R$ 11.000.
Activity. Write the offer card, the proof list and the terms sheet. Test them with three customers and note every point where they hesitated.
Standard to meet. Check that promise, proof and price are consistent, fit the terms on one page, and record three customer reactions.
Module 4 Run the work step by step 5 hApply
Good operations make results repeatable. For smart home builder, write each step so a new person could follow it on their first day, and measure each step.
- In smart home builder: Plan cable routes during construction; retrofit costs far more than first-fit.
- Map the process from first contact to paid and closed. Typical stages: enquiry, quote, preparation, delivery of the home fitted, check, payment, follow-up.
- Name the key resource at each stage: a tested wiring and control plan. Note what happens if it is missing.
- Write a one-page standard procedure per stage: who, what, tool, time, record.
- Choose three measures: speed, quality (errors per 100) and customer rating. Review them every week.
- Fix the cause of a defect, not the symptom. Ask 'why' five times and record the answer.
Worked example. Stage record: 'Prepare. Owner: lead. Time: 30 min. Tool: checklist. Record: signed sheet. Defect found on 1 of 2 homes fitted last week; cause: missing check on a tested wiring and control plan; fix: add check at start, review next Friday.'
Second worked scenario. Scenario: of 6 homes fitted last month, 1 had a defect traced to a tested wiring and control plan. Question: what is the defect rate and what is your first action? Model answer: about 17 defects per 100; stop the cause (add a check at the start), correct affected customers, log the cause, and re-measure next week.
Activity. Draw the process map and write procedures for the two riskiest stages. Run each once and time it.
Standard to meet. Write procedures a stranger can follow, record weekly numbers for each measure, and trace one defect to a root cause.
Module 5 Safety, quality and risk 4 hEvaluate
The most serious risk in this field is a system that cannot be used by the family. A calm, written risk routine protects people first and the business second.
- In smart home builder: Test every scene and fail-safe: what happens when the network or power is off.
- List ten things that could go wrong. Score each for how likely (1 to 5) and how serious (1 to 5). Multiply and sort.
- For the top five, choose a control: remove the hazard, replace it, guard it, train people, or use protective gear, in that order of preference.
- Write who does what in an emergency, and rehearse it once a quarter.
- Keep an incident and near-miss log. Near-misses are free lessons.
- Check that insurance and legal duties match the risk you actually carry.
Worked example. Risk row: 'Hazard: a system that cannot be used by the family. Likelihood 3, severity 5, score 15. Control: written check before each home fitted, trained staff, log sheet. Owner: site lead. Review monthly.'
Second worked scenario. Scenario: a near-miss occurs: a system that cannot be used by the family nearly happened but no one was hurt. Question: what do you do in the next 24 hours? Model answer: make safe, record the event, ask the five whys, add or tighten one control, brief the team, and set a review date; near-misses count as lessons, not blame.
Activity. Build a ten-row risk register and a one-page emergency plan. Run a ten-minute drill with a peer and note two improvements.
Standard to meet. Rank controls by preference for the top risks, run the drill, and start the log. Where a regulation applies, follow the official rule.
Module 6 People, skills and service 4 hApply
People deliver the promise. Define roles, train to a standard and give feedback in the open.
- In smart home builder: Train installers to hand over with a one-page guide and a 20-minute family walkthrough.
- Write a role card for each person: purpose, five tasks, the standard for each, and who to ask for help.
- Train by showing, doing with support, then doing alone with a check. Record sign-off per task.
- Set service rules for answering customers: reply times, tone, how to apologise and fix.
- Hold a ten-minute team check each day: yesterday's problem, today's plan, one risk.
- Build a growth path: what a new person can do in week 1, month 3 and month 12.
Worked example. Training record: 'Task: process a complaint. Shown 2 May; done with support 4 May; done alone 8 May, checked: apology, fix, follow-up call. Signed by lead.'
Second worked scenario. Scenario: a new hire completes training but a customer complaint shows a skipped step. Question: whose gap is it? Model answer: first the system: check the role card, the training sign-off and the checklist; then coach the person and fix the document so the step cannot be skipped.
Longer notes. Plan the crews from the homes on the calendar. Write each installation in steps: power off, cable routing, device mounting, configuration and the client's test. Train new installers to read a wiring plan, use a multimeter and set up the network with strong passwords. Record problems found on arrival, such as old wiring. Take photographs of the finished panel. Give the client a handover sheet with the passwords stored safely. Confirm the electrical-safety and personal-data rules before each project starts. Review the plan and risks with the team in ten minutes before each installation.
Extra worked example. A home takes a team of two for three days, which is 6 person-days (worked-example figures, not market data). 6 homes need 36 person-days. Two technicians working 22 days give 44 person-days, so the team is used 82% of the time. A seventh home brings the load to 42 person-days, 95%, which is close to the limit. A sick week for one technician would push that seventh home into the next month.
Activity. Write two role cards and a training plan for one new hire. Role-play a hard customer conversation twice and review.
Standard to meet. Write role cards with measurable standards, show the sign-off steps in training, and write the service rules in plain words.
Module 7 Money: cost, price and break-even 5 hAnalyse
A business lives or dies on a few numbers. Know your contribution per unit, your fixed costs and the volume you need.
- In smart home builder: Price hardware, install and a support plan separately; subscriptions must be clearly stated.
- Contribution per home fitted = price minus variable cost. Fixed costs are paid whether you sell or not.
- Break-even units = fixed cost divided by contribution. Plan to pass it by a safe margin.
- Make a 12-month cash plan. Cash timing matters as much as profit: customers may pay late, suppliers may want money first.
- Keep money for business and money for the owner apart.
- Test the plan: what if sales fall by a quarter, or cost rises by a tenth?
Worked example. Worked example, all figures in reais: price R$ 18.000, variable cost R$ 12.000, contribution R$ 6.000 per home fitted. Fixed cost R$ 25.000 a month. Break-even = R$ 25.000 / R$ 6.000 = 4,17, so 5 homes fitted a month. At 6 homes fitted a month, profit = R$ 6.000 x 6 - R$ 25.000 = R$ 11.000. These are teaching figures that belong to this example only; later examples and the case study use their own figures. Use your own.
Second worked scenario. Scenario: sales fall to 4 homes fitted a month. Question: what is the monthly result? Model answer: R$ 6.000 x 4 - R$ 25.000 = R$ -1.000; compare with break-even of 5 homes fitted and decide whether to cut fixed cost or raise volume first. Teaching figures only.
Activity. Build your own table: price, variable cost, contribution, fixed cost, break-even and a downside case at 75% of sales. Show it to a peer or mentor.
Standard to meet. Calculate correctly, give every figure a source or mark it as an assumption, and show a downside case.
Module 8 Grow, measure and renew 4 hEvaluate
Growth should follow proof. Measure, learn, then add; and keep returning to the customer.
- In smart home builder: Grow by finished showcase homes and builder partnerships.
- Pick one growth lever at a time: new customers, a higher repeat rate, a better price, or a new offer.
- Set one measurable target for 90 days, such as 'raise repeat customers from 20% to 30%'.
- Ask each customer how they found you, and record it. Spend more where the record shows results.
- Review monthly: numbers, defects, complaints, cash. Write three decisions each time.
- Plan the renewal of licences, equipment and skills a year ahead.
Worked example. 90-day plan: 'Lever: repeat customers. Action: follow-up call after every home fitted. Target: repeat rate from 20% to 30%. Check: weekly count. Review date: day 45 and day 90.'
Second worked scenario. Scenario: you can add 2 homes fitted a month by one of two levers: a follow-up call to past customers or a price rise of R$ 1.800 to R$ 19.800. Question: how do you choose? Model answer: test the cheaper reversible lever first (the call), measure for 30 days, and only then try the price change, so you can tell which one worked.
Longer notes. Grow through partners and through satisfied clients. Record where each survey came from: architects, builders, relatives or past clients. Compare sources by the share that sign. Invite clients to see a finished home with the owner's agreement. Call every client after three months to fix problems and ask for an introduction. Keep a short list of devices that gave trouble and stop selling them. Avoid promises of savings or safety you cannot prove, and keep savings and safety claims within the advertising rules. Review the results table monthly and note which source brings the best clients.
Extra worked example. The company makes 20 home surveys a month and 30% sign (worked-example rates, not market data), giving 6 homes. A better quote and a faster follow-up lift this to 35%, giving 7 homes, which is 1 more. The extra home leaves R$ 6.000, so contribution rises from R$ 36.000 to R$ 42.000, and the result from R$ 11.000 to R$ 17.000. Seven homes sit 2,8 homes above break-even (4,2), against 1,8 at six, so the follow-up call is the cheapest buffer.
Activity. Write a 90-day plan with one target, three actions and a review date. Present it in five minutes and take questions.
Standard to meet. Set a measurable, dated target, break the actions down small enough to start this week, and put the review date in the calendar.