Becoming a SmartBuild distributor opens up exciting opportunities for growing your business, streamlining operations, and increasing sales. Turning those opportunities into real results requires more than just adopting new technology, however, it demands diligence, clear planning, and proper resource allocation. Without a dedicated approach, it’s easy for the process to stall. In this first installment of our “Become a SmartBuild Distributor” series, we outline the key steps to ensure a successful implementation, helping you get the most out of your investment. Let’s get started!
1. Treat Implementation as a Project
Implementing SmartBuild involves more than installing software; it requires a structured change management approach. To ensure a smooth rollout, treat the implementation process with the same level of importance as any major business initiative. This means:
- Setting clear goals for what you want to achieve as a SmartBuild distributor.
- Creating a timeline with key milestones to track progress.
- Allocating sufficient resources, including time and personnel, to see the project through.
SmartBuild provides powerful tools to automate design, takeoffs, and bids, but their full potential is only realized when the system is fully integrated into your operations.
2. Assign a Project Owner
One of the most common obstacles distributors face is not having a dedicated person responsible for overseeing the implementation. To avoid delays and ensure accountability, assign a project owner within your organization. This person should:
- Have the authority to make decisions.
- Be able to allocate resources and manage the timeline.
- Act as the main point of contact with the SmartBuild support team.
By appointing a project champion, you ensure that someone is consistently driving the implementation forward and addressing any issues that arise.
3. Allocate the Right Resources
Successful implementation requires a combination of time, people, and tools. A major reason why some distributors struggle is inadequate resource allocation—they don’t invest enough upfront to get things fully operational.
Here’s what effective resource allocation looks like:
- Ensure that key team members receive proper training on how to use SmartBuild. This can include attending webinars, watching tutorials, and working closely with SmartBuild’s support team. Check out our resource hub here.
- Set aside specific periods for your team to focus on the setup and configuration of SmartBuild, rather than squeezing it in around other tasks.
4. Don’t Go It Alone: Leverage SmartBuild’s Support
As we mentioned, SmartBuild offers a wealth of resources to help you succeed, including a dedicated support team, detailed documentation, and training videos. Additionally, if your organization lacks the internal capacity to manage implementation, SmartBuild even has consultant partners who can handle the process for you!
This service comes at a cost, but it can be an effective solution for distributors who want to hit the ground running without tying up internal resources. If this option interests you, reach out to the SmartBuild team for more information.
5. Track Progress and Stay Committed
Implementation isn’t a one-and-done process. It requires ongoing effort, adjustments, and commitment to see real results. Regularly review your progress, celebrate milestones, and stay engaged with your team to keep the momentum going.
SmartBuild’s most successful distributors are those who remain committed to fully integrating the system into their operations. By doing so, they unlock the full benefits of automation, streamlined processes, and faster bids—resulting in stronger relationships with contractors and increased sales.
Key Takeaways for Becoming a Successful Distributor
- Treat the implementation of SmartBuild as a formal project with clear goals and timelines.
- Assign a dedicated project owner who has decision-making authority and can oversee the process.
- Ensure proper resource allocation, including training and time.
- Take advantage of SmartBuild’s support resources, and consider consultant services if needed.
- Track your progress and stay committed to the process for long-term success.
By following these steps, you’ll set yourself up for success as a SmartBuild distributor. Remember, the goal is to not only implement the system but also to leverage it to grow your business and provide exceptional value to your customers.
Stay tuned for the next installment in our series, where we’ll dive deeper into the importance of having a champion within your business and how they can drive distributor success!
Want to learn more about becoming a SmartBuild distributor? Watch this ten-minute video!



