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.

Contractor Checklist Homeowner Journal

The Contractor Checklist Master Class

Training You to Work Confidently with Every Professional

Homebuilder

Entry & Education

Learn the process before spending a dollar

Downloadable Digital Home Manual

 

Starter templates

 

Introduction video series

 

First “Learn It & Log It” lesson

 
Free

Quick-Start Homeowner Session

Ninety minutes of clarity replaces months of confusion

Live 90-minute class walking you through setup of your manual

 

Bonus templates

 

Budget Tracker

 

Contractor Q&A Sheet

 

Personalized 30-day action plan

 

Group Q&A calls (Optional)

 
$350

Home Manual Audit

For large organizations

Full review of your digital home manual with personalized improvement plan

 

One hour to optimize your next moves in one-on-one video call

 
$500

Build Smarter Program - Basic

Full home manual setup

 

Direct collaboration with our consultants

 

Workflow automation

 

You’ll walk away with a fully built, documented, system ready to manage your project from start to finish

 

Ten hours of consulting time to improve you and your build team

 
$3,000

Build Smarter Program - Advanced

3-6 month program

Full home manual setup

 

Direct collaboration with our consultants

 

Workflow automation

 

You’ll walk away with a fully built, documented, system ready to manage your project from start to finish

 

Sixty hours of consulting time to improve you and your build team

 
$15,000

Learn It & Log It Subscriptions

Builder Plan

Save time, money, and stress

Weekly 3–5 minute video lessons

 

Monthly downloadable templates

 

Quarterly bonus lessons

 
$49
/ month

Pro Plan

Progress towards mastery

Everything in the Builder Plan

 

Personalized one hour development session once a month to help elevate your next moves

 
$299
/ month

Contractors

Starter Access

Your clients can use our starter template

 
Free

Business Management Masterclass

Learn the step-by-step system top contractors use to control chaos and keep profits predictable

 

Four hour advanced training in a private session to elevate your next moves

 
$1,000

Personalized Consulting & Implementation

Expert consulting on system optimization

 
$250
/ hour

Company Build Experience

You don’t just grow your company — you examine it from the inside out.

We give you a team of specialists who help you design a business that runs without you

160 hours of multi-disciplinary consulting

 

Custom digital company manual

 

AI automations

 

Leadership coaching

 

Internal team workshops

 

Lifetime access to updates and future upgrades

 
$40,000

Business Management Subscriptions

Pro

Turn consistency into profit

One-on-one coaching sessions twice per quarter

 

Access to the full contractor resource vault over time

 

Early access to new automation and AI tools

 
$199
/ month

Enterprise

Build a company that scales

Everything in Pro

 

Access to client intake system

 

Two hours every month of a private sessions to elevate your next moves

 

Exclusive vendor and partner network access

 
$499
/ month

Monthly Retainer

Build your knowledge, update your systems, and stay ahead of every change in the industry

Everything in Enterprise

 

Two strategy sessions

 

Continuous optimization of templates and automations

 

On-call guidance for leadership decisions

 

Get a professional back office without hiring one

 

Six hours every month of private sessions to elevate your next moves

 
$1,500
/ month

Project Managers

Starter Access

Show project managers how easy it is to get organized and grow

Downloadable Digital Journal

 

Short training videos

 

Access to preview lessons from “Learn It & Log It.”

 
Free

Refine Your Workflow

A private crash course to help PMs quickly set up their system or fix weak spots

One-time, ninety minute session

 
$299

Project Manager Education Subscriptions

Pay as You Grow

Low-cost, pay-as-you-go learning for PMs who want to grow at their own pace

Pay by the Class

 

After every 10 classes you get one hour of a private session to elevate your next moves

 
$25
/ item

Foundation Plan

Continuous, affordable education to keep PMs improving through short, consistent learning sessions

After every 10 classes you get one hour of a private session to elevate your next moves

 
$49
/ month

PM Plus Plan

Continuous, affordable education to keep PMs improving through short, consistent learning sessions

After every other class you get one hour of a private session to elevate your next moves

 

This plan gives you the support, technology, and confidence to make every project smoother, every team stronger, and every result more predictable.

 
$149
/ month

PM Elite Mentorship Program

Leaders aren’t born — they’re built together

Transform an entire team or company into a synchronized, system-driven project management unit

 

This mentorship unites your company under one system, giving every PM the same clarity, consistency, and confidence

 

Six hours every month of a private sessions to elevate your next moves

 
$1,500
/ month

Homebuilder

Contractors

Project Managers

Homebuilder

Entry & Education

Price: $0


Includes:

  • Downloadable Digital Home Manual

  • Starter templates

  • Intro video series, and your

  • First “Learn It & Log It” lesson.

Start with clarity — not confusion. Learn the process before spending a dollar.

Contractors

Free Starter Acces

Price: $0

  • Your clients can use our starter tempalet

Project Managers

Free Starter Access

Price: $0

Purpose:

Give every project manager a taste of the system — show them how easy it is to get organized and grow.

Includes:

  • Downloadable Digital Journal

  • Short training videos

  • Access to preview lessons from “Learn It & Log It.”

Homebuilder

Quick-Start Homeowner Session

Price: $350

Includes:

  • Live 90-minute class walking you through setup of your manual,

  • Bonus templates

  • Budget Tracker,

  • Contractor Q&A Sheet

  • A personalized 30-day action plan.

  • Group Q&A calls (Optional)

  • One hour of clarity replaces months of confusion.

Contractors

Business Management Masterclass

Price: $1,000


Includes:

4-hour advanced training in a privet session to elevate your next moves

Stop reinventing your process for every job. Learn the step-by-step system top contractors use to control chaos and keep profits predictable.

Project Managers

“Pay-As-You-Grow” Option

Price: $25 per class

Purpose:

Low-cost, pay-as-you-go learning for PMs who want to grow at their own pace

Includes:

  • After every 10 classes you get one hour of a privet session to elevate your next moves

Homebuilder

Learn It & Log It Subscription

Price: $49/month (Builder Plan)

$299/month (Pro Plan)

Includes:

  • Weekly 3–5 minute video lessons

  • Monthly downloadable templates

  • Quarterly bonus lessons

  • Pro Pan you get 1 hr. a month to help elevate your next moves

Learn one new thing each week that saves you time, money, or stress — steady progress that builds mastery.

Contractors

Pro Plan Subscription

Price: $199/month

Includes:

  • One-on-one coaching sessions twice per quarter

  • Access to the full contractor resource vault over time

  • Early access to new automation and AI tools

Turn consistency into profit. Build your knowledge, update your systems, and stay ahead of every change in the industry.

Project Managers

Foundation Plan

Price: $49/month

Purpose:

Continuous, affordable education to keep PMs improving through short, consistent learning sessions.

Includes:

  • After every 5 classes you get one hour of a privet session to elevate your next moves

Homebuilder

Manual Audit

Price: $500 (flat rate)


Includes:

  • Full review of your digital home manual setup with personalized improvement plan.

  • 1 hr. to optimize your next moves in one-on-one video call

Contractors

Enterprise Plan Subscription

Price: $499/month

Includes:

  • Access to client intake system

  • 2 hrs. every month of a privet session to elevate your next moves

  • Exclusive vendor and partner network access

Build a company that scales. We help you lead multiple projects and teams with precision, not pressure.

Project Managers

PM Plus Plan

Price: $149/month

Purpose:

Continuous, affordable education to keep PMs improving through short, consistent learning sessions.

Includes:

  • After every other class you get one hour of a privet session to elevate your next moves

This plan gives you the support, technology, and confidence to make every project smoother, every team stronger, and every result more predictable.

Homebuilder

Build Smarter Program

Price: $3,000


Includes:

  • Full home manual setup, personal consulting, workflow automation, and direct collaboration with our consultant team.

  • You’ll walk away with a fully built, documented, system ready to manage your project from start to finish.

  • 10 hrs. of endless options to help improve you and your build team

Contractors

Personalized Consulting & Implementation

Price: $250/hour

Includes:

  • Expert consulting on system optimization.

Project Managers

Refine Your Workflow

Price: $299

One-time, 90 min session


Purpose:

A private crash course to help PMs quickly set up their system or fix weak spots.

Homebuilder

Build Smarter Program - Advanced

Price: $15,000 (3-6 month program)


Includes:

  • Full home manual setup, personal consulting, workflow automation, and direct collaboration with our consultant team.

  • You’ll walk away with a fully built, documented, system ready to manage your project from start to finish.

  • 60 hrs of endless options to help improve you and your build team

Contractors

Monthly Retainer

Price: $1,500/month


Includes: Two strategy sessions, continuous optimization of templates and automations, and on-call guidance for leadership decisions.

Get a professional back office without hiring one.

6 hrs. every month of a privet session to elevate your next moves

Project Managers

PM Elite Mentorship Program

Price: $1,500/month (Until $19,999)

Purpose: Transform an entire team or company into a synchronized, system-driven project management unit.

Leaders aren’t born — they’re built together.


This mentorship unites your company under one system, giving every PM the same clarity, consistency, and confidence.

6 hrs. every month of a privet session to elevate your next moves

Homebuilder

Contractors

Company Build Experience

Price: $40,000 (160-hour program)
Includes:

  • 160 hours of multi-disciplinary consulting

  • Custom digital company manual + AI automations

  • Leadership coaching & internal team workshops

  • Lifetime access to updates & future upgrades


    You don’t just grow your company — you examine it from the inside out.
    We give you a team of specialists who help you design a business that runs without you.

Project Managers

The Contractor Checklist

Training You to Work Confidently with Every Professional

Homeowners

Let us Know What's Important to You

Pre-Planning & Strategy

  • Project Planning Consultant – helps map the full process from idea to move-in

  • Feasibility Consultant – evaluates lot conditions, zoning, and utility access

  • Budget & Cost Consultant – builds a realistic, phase-by-phase financial plan

  • Timeline & Scheduling Consultant – outlines realistic build timelines and milestones

  • Owner’s Representative – acts as your personal project manager and advocate


🏡 Design & Architecture

  • Architect – creates plans that match your lifestyle and local codes

  • Interior Designer – refines finishes, lighting, and cabinetry coordination

  • Landscape Architect – designs outdoor spaces and drainage plans

  • Structural Engineer – ensures foundation, framing, and load-bearing integrity

  • Civil Engineer – manages site grading, driveways, and utilities

  • Energy Consultant – optimizes insulation, heating, and energy performance


💰 Finance & Lending

  • Construction Loan Specialist – manages draw schedules and lender communication

  • Mortgage Broker – finds best long-term financing options

  • Cost Estimator – confirms budget accuracy against market pricing

  • Tax & Deduction Advisor – ensures you capture eligible tax benefits

  • Insurance Advisor – reviews builder’s risk, liability, and homeowner coverage


⚖️ Legal & Compliance

  • Construction Attorney – reviews contracts, change orders, and dispute clauses

  • Real Estate Attorney – handles property purchase and title verification

  • Permitting Consultant – navigates city, county, and environmental permits

  • Zoning & Land-Use Consultant – ensures compliance with setbacks and easements

  • Lien & Payment Protection Consultant – prevents double-payment issues

  • Homeowner Association (HOA) Compliance Consultant – ensures design approval


🧱 Construction & Onsite Oversight

  • General Contractor – oversees full construction and subcontractors

  • Project Manager Consultant – verifies timelines, budgets, and scope

  • Quality Control Inspector – performs third-party inspections throughout build

  • Safety & Risk Consultant – ensures OSHA and site safety compliance

  • Schedule & Procurement Consultant – tracks materials and trade coordination

  • Building Commissioning Consultant – tests systems (HVAC, electrical, plumbing) before move-in


💡 Technology & Documentation

  • Digital Home Manual Consultant – builds your lifelong homeowner manual

  • Smart Home Consultant – designs automation and energy systems

  • Document Organization Consultant – centralizes contracts, warranties, and receipts

  • AI Prompt Consultant – helps homeowners use AI for planning and design research

  • Media & Video Documentation Consultant – records build process for education or warranty use


🪚 Materials & Sustainability

  • Material Procurement Consultant – compares suppliers and cost efficiency

  • Sustainable Building Advisor – incorporates eco-friendly materials

  • Energy Certification Consultant – assists with Built Green, ENERGY STAR, or Zero Energy programs

  • Indoor Air Quality Consultant – ensures healthy material selection

  • Water Management Consultant – designs efficient plumbing and storm systems


🧑‍🤝‍🧑 Homeowner Education & Support

  • Homeowner Coaching Consultant – teaches how to read plans, manage budgets, and communicate with trades

  • Warranty Consultant – explains post-construction coverage

  • Maintenance Planning Consultant – sets up seasonal maintenance schedules

  • Home System Training Consultant – walks you through HVAC, plumbing, and electrical systems

  • Financial Tracking Consultant – helps organize receipts and tax documentation

Contractors

Let us Know What's Important to You

Contractors

Let us Know What's Important to You

Core Business Operations

  • Business Strategy Consultant

  • Operations Efficiency Consultant

  • Project Management Consultant

  • Construction Scheduling Consultant

  • Quality Control Consultant

  • Safety & Compliance Consultant

  • Risk Management Consultant

  • Lean Construction Consultant


💵 Finance & Accounting

  • Certified Public Accountant (CPA)

  • Construction Finance Consultant

  • Bookkeeping Specialist (QuickBooks, Job Costing)

  • Cost Estimation Consultant

  • Tax Planning Consultant

  • Cash Flow & Budgeting Advisor

  • Financial Forecasting Consultant

  • Funding & Loan Advisor (Bank / SBA / Private Lending)


⚖️ Legal & Compliance

  • Construction Attorney

  • Contract Law Consultant

  • Real Estate Attorney

  • Lien & Claims Specialist

  • Employment Law Advisor

  • Licensing & Permit Compliance Consultant

  • Environmental & Zoning Consultant

  • Insurance Compliance Specialist


🧩 Technology & Systems

  • Construction Software Consultant (Buildertrend, Procore, etc.)

  • CRM / GoHighLevel Automation Consultant

  • AI Integration & Workflow Consultant

  • Data Management & Cloud Storage Consultant

  • IT Security Consultant

  • Website & SEO Consultant

  • Digital Marketing Automation Strategist

  • Document Control & Digital Manual Consultant


🧑‍🤝‍🧑 Human Resources & Team Development

  • HR Compliance Consultant

  • Payroll Systems Consultant

  • Employee Retention & Culture Advisor

  • Leadership Coach

  • Training & Certification Program Consultant

  • Labor Relations Advisor

  • Organizational Structure Specialist


🏗️ Construction-Specific Operations

  • Estimating Consultant

  • Procurement & Supply Chain Consultant

  • Material Cost Optimization Consultant

  • Subcontractor Management Consultant

  • Value Engineering Specialist

  • BIM / Design Integration Consultant

  • Sustainability & Energy Efficiency Advisor

  • Warranty & Post-Construction Consultant


📣 Sales, Marketing & Branding

  • Brand Strategy Consultant

  • Sales Funnel Designer

  • Client Experience Consultant

  • Public Relations & Reputation Manager

  • Social Media & Content Marketing Consultant

  • Video Production / AI Avatar Consultant

  • Advertising & Lead Generation Specialist

  • Affiliate & Partnership Strategy Consultant


📊 Growth & Expansion

  • Business Scaling Consultant

  • Franchise Development Consultant

  • Licensing Model Advisor

  • Mergers & Acquisitions Consultant

  • Market Research & Competitor Analysis Expert

  • Expansion Feasibility Consultant

  • Succession Planning Advisor


🏡 Homeowner & Client Experience

  • Customer Journey Consultant

  • Digital Home Manual Consultant

  • Warranty Management Consultant

  • Homeowner Education & Support Consultant

  • Communication & Transparency Advisor


🌿 Long-Term & Legacy

  • Wealth Management Consultant

  • Real Estate Investment Advisor

  • Retirement Plan Strategist

  • Family Business Succession Consultant

  • Philanthropy & Community Impact Consultant

Project Managers

Let us Know What's Important to You

Pre-Construction & Planning

  • Homeowner / Client

  • Architect

  • Interior Designer

  • Structural Engineer

  • Civil Engineer

  • Geotechnical Engineer

  • Surveyor

  • Landscape Architect

  • Permit Expediter

  • Zoning Consultant

  • Utility Coordination Consultant

  • Estimator / Quantity Takeoff Specialist

  • Scheduling Consultant

  • Financial Consultant (Budget Alignment)


🏗️ Construction Operations & Coordination techniques

  • General Contractor (if PM not GC)

  • Site Superintendent

  • Foreman / Crew Leads

  • Subcontractors (all trades)

  • Excavation Contractor

  • Framing Contractor

  • Electrical Contractor

  • Plumbing Contractor

  • HVAC Contractor

  • Roofing Contractor

  • Siding & Exterior Finishes

  • Drywall & Insulation

  • Tile & Flooring Contractor

  • Painter / Finisher

  • Cabinet & Millwork Installer

  • Landscaping Contractor

  • Material Supplier Representatives

  • Equipment Rental Providers

  • Waste & Recycling Vendors


⚙️ Technical & Compliance

  • Safety Consultant

  • Quality Control Inspector

  • Code Compliance Officer

  • Building Inspector

  • Energy Efficiency Consultant

  • Environmental Consultant

  • Stormwater Management Specialist

  • Testing & Inspection Agency


🗂️ Administrative & Support

  • Administrator

  • Accounting / Bookkeeping Consultant

  • Procurement & Purchasing Agent

  • Insurance Broker

  • Legal Counsel (Contracts & Risk)

  • IT / Software Support

  • AI Integration Consultant


🏡 Closeout & Post-Construction

  • Warranty Coordinator

  • Punch List Specialist

  • Home Maintenance Planner

  • Appraiser (Final Valuation)

  • Photographer / Documentation Specialist

  • Homeowner Handover Consultant (Digital Manual Setup)

Want someone to work with us?

We are always looking for experts to team up with

The Contractor Checklist

Contact Us

[email protected]

www.thecontractorchecklist.com

Copyright 2025 | The Contractor Checklist | All Rights Reserved