The Contractor Checklist

A system to organize every detail of your construction project in one place

Leading Construction

into the Digital Age.

As we finalize our paid programs by December 1, we kindly encourage you to sign up early.

Contractor Checklist Homeowner Journal

The Contractor Checklist Master Class

Training You to Work Confidently with Every Professional

Homebuilder Subscriptions

New Homeowner Course

Weekly tips that will evolve over time to help understand everything about maintaining our property as well as tips and tricks, rule and regulations, or any other thing we vote on.

Β 
$9.99
/ month

Builder Plan

Save time, money, and stress

We send weekly mini lessons educating giving you high level construction tips before you start building.

Β 

Downloadable templates

Β 
$49
/ month

Pro Plan

Progress towards mastery

Everything in the Builder Plan

Β 

Personalized one hour development session once a month to help elevate your next moves and customize your tips we text to you.

Β 
$299
/ month

Project Manager Education Subscriptions

Text Me Tips

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

Tips sent every 5 days

Β 

Learn to be a PM and intergrate different technologies

Β 
$9.99
/ month

Foundation Plan

Continuous, affordable education to keep PMs improving through short, consistent learning sessions as well as Text me Tips

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

Β 
$49
/ month

PM Plus Plan

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

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

Β 

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

Β 
$149
/ month

PM Elite Mentorship Program

Leaders aren’t born β€” they’re built together

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

Β 

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

Β 

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

Β 
$1,500
/ month

Business Management Subscriptions

Text Me Tips

Expert business advise and interactive tips delivered to your phone every 3 days

Β 
$29
/ month

Pro

Turn consistency into profit

One-on-one coaching sessions twice per quarter

Β 

Access to the full contractor resource vault over time

Β 

Early access to new automation and AI tools

Β 
$199
/ month

Enterprise

Build a company that scales

Everything in Pro

Β 

Access to client intake system

Β 

Two hours every month of a private sessions to elevate your next moves and customize your tips that we text

Β 

Exclusive vendor and partner network access

Β 
$499
/ month

Monthly Retainer

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

Everything in Enterprise

Β 

Two strategy sessions

Β 

Continuous optimization of templates and automations

Β 

On-call guidance for leadership decisions

Β 

Get a professional back office without hiring one

Β 

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

Β 
$1,500
/ month

Homebuilder Consulting

Entry & Education

Learn the process before spending a dollar

Downloadable Digital Home Manual

Β 

Starter templates

Β 

Introduction video series

Β 

First β€œLearn It & Log It” lesson

Β 
Free

Quick-Start Homeowner Session

Ninety minutes of clarity replaces months of confusion

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

Β 

Bonus templates

Β 

Budget Tracker

Β 

Contractor Q&A Sheet

Β 

Personalized 30-day action plan

Β 

Group Q&A calls (Optional)

Β 
$350

Home Manual Audit

For large organizations

Full review of your digital home manual with personalized improvement plan

Β 

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

Β 
$500

Build Smarter Program - Basic

Full home manual setup

Β 

Direct collaboration with our consultants

Β 

You’ll walk away with a system ready to manage your project very successfully.

Β 

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

Β 
$3,000

Build Smarter Program - Advanced

3-6 month program

Full home manual setup

Β 

Direct collaboration with our consultants

Β 

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

Β 

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

Β 
$15,000

Project Manager Consulting

Starter Access

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

Downloadable Digital Journal

Β 

Short training videos

Β 

Access to preview lessons from β€œLearn It & Log It.”

Β 
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

Β 
$299

Contractors Consulting

Starter Access

Your clients can use our starter template

Β 
Free

Business Management Masterclass

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

Β 

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

Β 
$1,000

Company Build Experience

You don’t just grow your company β€” 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

Β 

Custom digital company manual

Β 

To add AI automations $199 monthly  

Β 

Leadership coaching

Β 

Internal team workshops

Β 

Lifetime access to updates and future upgrades

Β 
$40,000

Build Mini Lessons for Your Company

We get to know what you and your team needs then customize mini classes to whatever

system or style you learn best with.

Β 

Each purchase we will make 20 mini classes on whatever subject you want, from onboarding to elevating your next moves.

Β 

Once you get set up, we will make mini

lessons for $49 each

Β 
$3,000

Let's Team Up

 

We become fully engaged in your life and become partners to your company for life 

Β 

Pay as you grow options because we guarantee success or you stop paying. 

Β 

Take the Business Management Masterclass to get a better idea of options and what we do.

Β 
$250,000

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


πŸ’° 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


βš–οΈ 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


πŸ’‘ 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


πŸͺš 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


πŸ§‘β€πŸ€β€πŸ§‘ 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


πŸ’΅ 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)


βš–οΈ 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


πŸ§‘β€πŸ€β€πŸ§‘ 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


πŸ—οΈ 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


πŸ“£ 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


πŸ“Š 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)


πŸ—οΈ 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


βš™οΈ Technical & Compliance

  • Safety Consultant

  • Quality Control Inspector

  • Code Compliance Officer

  • Building Inspector

  • Energy Efficiency Consultant

  • Environmental Consultant

  • Stormwater Management Specialist

  • Testing & Inspection Agency


πŸ—‚οΈ 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.

Send us an email and we’ll get back to you shortly.

The Contractor Checklist

Contact Us

[email protected]

www.thecontractorchecklist.com

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