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The Contractor Checklist
Master Class
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Templates
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Contractors
Apps & Systems
We don't change anything we organize & educate
If you don't have a process, we can help
Project Managers
Planning & Vision
Site selection consulting
Budget planning and cost forecasting
Home design and style guidance
3D renderings & virtual walkthroughs
Long-term property value assessment
Homebuilder
Architect & Design Phase Tips
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Phase 2
Phase 3
Phase 4
Phase 5
Phase 6
Phase 7
Phase 8
Phase 9
Contractors
Business Setup
Optimize your accounts
Log everything
Make manuals for each app or system you use
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Project Managers
Planning & Vision
Site selection consulting
Budget planning and cost forecasting
Home design and style guidance
3D renderings & virtual walkthroughs
Long-term property value assessment
Homebuilder
Tip of the Day
Legal Tips
Learn It and Log It
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Contractors
Check Questions & Process
Make sure everything is entered in right after our first attempt of data entry
Project Managers
Permitting & Legal
Step-by-step permit guidance
Zoning and setback research
HOA & CCR compliance review
Environmental or wetland checks
Easement and title research
Homebuilder
Money Saving Tips
Mortgage Interest
Deduction
Property Tax Deduction
Sales Tax Deduction (Instead of State Income Tax)
Cost Basis Tracking
Utility Rebates & Energy Programs
Contractors
Learn It and Log It
Marketing
Legal Tips
Money Saving Tips
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Project Managers
Project Organization
Site selection consulting
Budget planning and cost forecasting
Home design and style guidance
3D renderings & virtual walkthroughs
Long-term property value assessment
Contractors
Promote Your Business
Networking & Outreach
Marketing & Visibility
Project Managers
Financial & Budgeting
Cost breakdown strategy for each phase
Tracking change orders & avoid overages
Negotiation support with contractors
Material purchase
Tax and financing tips for new builds
Homebuilder Master Class
How Much Does It Cost?
Get 10 hrs. of feature Consulting Options
From real contractors
on a series of video calls
Contractors
Ai Master Plan
Learn All About It
Master Prompts
Log valuable Videos
Ai Automation Plan
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Project Managers
Material & Design Selections
Curated material sourcing lists
Energy-efficient & green building options
Finish selections coordination (flooring, cabinets, fixtures)
Custom kitchen and bathroom planning
Smart home and technology recommendations
Meet the team of real people teaching the sessions
Interior Designer
Architect
Contractor
Contractors Master Class
Get 160 hrs. of feature Consulting Options
From different professionals
on a series of video calls
over the next year
Below in white
Project Managers
Value-Add Perks
Vendor and supplier discounts
Interior design package options
Landscaping and outdoor living consultation
Energy rebate and incentive assistance
End-of-build celebration & documentation book
Homebuilder
Quality Control & Oversight
Site selection consulting
Budget planning and cost forecasting
Home design and style guidance
3D renderings & virtual walkthroughs
Long-term property value assessment
Contractors
Digital Tools & Automation
Site selection consulting
Budget planning and cost forecasting
Home design and style guidance
3D renderings & virtual walkthroughs
Long-term property value assessment
Project Managers
Education & Guidance
Site selection consulting
Budget planning and cost forecasting
Home design and style guidance
3D renderings & virtual walkthroughs
Long-term property value assessment
The Contractor Checklist Business Services
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Master class for homeowners getting started
Architect customizes their Master Plan for your business
Legal & Compliance
Risk management strategies
OSHA safety compliance systems
Subcontractor agreements and onboarding
Education & Training
Custom Google Classroom courses
Estimating & bidding best practices
Leadership training for superintendents
Owner's rep education system
Project Support
Value engineering assistance
Scope of work standardization
Pre-construction Request For Information (RFI) processes
Financial Services
Analyze and optimize
Budgeting templates and oversight
Tax strategy consulting
Marketing & Lead Generation
Search Engine Optimization (SEO) for local projects
AI-powered lead generation funnel
Sales training and scripting
AI & Automation
Go High Level automations
Chatbot lead qualifying
Client onboarding sequences
Review/request automations
Brand & Reputation
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Customer testimonial system
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