Leading Construction
into the
Digital Age
The Contractor Checklist builds streamlined solutions for the Construction Industry to organize, optimize, and elevate people into the modern world one project at a time.
The Contractor Checklist is for Property Owners
Planning & Vision
Site selection consulting
Budget planning and cost forecasting
Home design and style guidance
3D renderings & virtual walkthroughs
Long-term property value assessment
Permitting & Legal
Step-by-step permit guidance
Zoning and setback research
HOA & CCR compliance review
Environmental or wetland checks
Easement and title research
Project Organization
Construction timeline creation
Milestone and payment schedule setup
Builder selection assistance
Subcontractor vetting and referrals
Bid comparison and analysis
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
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
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
Quality Control & Oversight
Pre-construction inspection checklists
Jobsite visit reports with photos/videos
Schedule adherence monitoring
Punch list creation before payments
Final walkthrough and occupancy preparation
Education & Guidance
Homeowner construction class or workshop
Online resource hub with checklists and videos
How-to guides for every stage of building
Emergency contact list for post-build issues
Digital Tools & Automation
Personal project dashboard in Google Drive or app
Automated reminders for inspections and deadlines
Budget tracker and payment log
Photo/video library of construction progress
Cloud storage for all plans and permits
The Contractor Checklist is for Businesses
Business Growth & Strategy
Strategic growth planning
Long term nurturing system
High-value client acquisition
Business model optimization
Succession planning
Operational Systems
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
Website development
Logo and brand guide creation
Customer testimonial system
Social media content calendar
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