• How to research your area for indicators of success
• Forming Your Business Entity Checklist
• Insurance for affordability and proper coverages required before you start your business
• Identifying ideal office space (can be home or office)
• Setting Up Your Office Checklist (Internet, computers, printers, etc.)
• Banking Setup Checklist
• How to research your area for indicators of success
• Forming Your Business Entity Checklist
• Insurance for affordability and proper coverages required before you start your business
• Identifying ideal office space (can be home or office)
• Setting Up Your Office Checklist (Internet, computers, printers, etc.)
• Banking Setup Checklist

• Start-Up Strategies For:
  • Small Budgets (5k-20k)
  • Medium Budgets (25k-80k)
  • Large Budgets (100k+)
• Break Even Analysis Spreadsheet
  • Estimate and Input Monthly Overhead
  • Estimate and Input Profit Margins/Markups
• Interactive Pro Forma Spreadsheet
• Cash Flow Management Spreadsheet
• Construction Financing Options
• Estimate Amount of Startup Capital Required to Bring You to Cash Flow Neutral

• Identifying Lot & Communities for Potential Building
• Website Evaluation and Selection
• Populating Your Lot & Community Quick Reference Sheet (for website)
• Select Plans from the Pro Builders library
• Identify and Make Your Own Plans Available (for website)
• Run Production Cost Reports for Each House Plan Selected
  • Using Caution for Dirt Work and Backfill
• Research/Build Relationship with Your Preferred Real Estate Agent
  • For Client’s Lot Acquisition
  • Sign Builder/Agent Agreement
• Set Your Marketing and Sales Budget
• Choose Your Marketing and Sales Option
  • Option 1 – Setup Your Own System Under the Direction of Pro Builders
  • Option 2 – Hire and Use Pro Builders Marketing System to Deliver Leads to You
  • Option 3 – Hire and Use Pro Builders Marketing System to Deliver Clients to You
• Setup and Configure Option Selected

• Populate and Publish Your Builder’s Website (still not marketing yet)
• Setup Your HubSpot Lead Database and Connect to Your Website’s Calls To Action
• Add the Eagle Eye Visualizer Project Templates to House Plans on Website
• Choose and Populate Selections Available to Client in the Eagle Eye Visualizer (paint colors, doors, fixtures, hardware, etc.)
• Choose Which Professional Premade Designer Packages to Make Available (or create your own professional designer packages)
• Enter the Cost Report Data into the Estimate Plus Software
• Determine Desired and Attainable Profit Margins and Enter Markups in Estimate Plus
• Update Marketing Campaigns with Advertised Retail Pricing for Construction
• Subscribe to Construction Management Software (training provided by Contractor Foreman or Buildertrend only)
• Configure Construction Management Software
  • Daily Logs
  • Selection Sign-Off by Owner
  • Budget Management
  • Schedule
  • Change Orders

• Hiring Best Practices
• Employee Documents (all customizable)
  • Job Descriptions and Interview Guidance
  • Job Postings and Advertising
  • Employment Offer Letter
  • Employment Rejection Letter
  • Employment Agreement
  • PTO, Holidays and Benefits
  • Equipment Responsibility Agreement
  • Mileage Reimbursement or Gas Card Agreement
  • Employee Handbook
  • Construction Safety and Health Plan
• Training
• Payroll Setup
• Worker’s Comp

• Construction Related Agreements
  • Residential Construction Agreement and Addendums
  • Subcontractor Agreements
  • Employment Agreements
• Subcontractors
  • Populate Comprehensive Trade List Template (spreadsheet)
  • Request Subcontractor Bids for Advertised Building Plans (if feasible in your market)
  • Sign Subcontractor Trade Agreement (customizable)
• Product Suppliers
  • Populate Comprehensive Supplier List Template (spreadsheet)
  • Request and Fill Out Credit Applications (where needed)

• Redlining the plan
• Creating the Site Plan
  • Caution When Reversing a House Plan
  • Coordinating with us when you have opted into our Builder Marketing+ module
• Change Orders
  • Change Order Deadline Communications
  • Change Order Approvals

• Managing the Construction Loan
  • Draw Sheet Template
  • Estimated Cost to Build with Estimate+
• Management Tools Checklists
  • Blueprint Checklist
  • Call Log
  • Change Order Form
  • Completion and Closing Checklist
  • Daily Report Form
  • General Outline of Major Construction Phases
  • Materials Management Guidelines
  • Sample Job Description
  • Self-Evaluation Checklist
  • Site Meeting Checklist
  • Superintendent Training Program Outline
• Quality Control Checklists
  • Brick
  • Cabinets
  • Exterior Concrete Flatwork
  • Interior Concrete Flatwork
  • Damp proofing
  • Drywall
  • Electrical
  • Final Walk-Through
  • Floor Coverings
  • Footings
  • Block Foundation
  • Poured Concrete Foundation
  • Framing
  • Frame Nailing
  • Framing Punch Out
  • Initial Grading Gutters and Downspouts
  • HVAC Finish
  • HVAC Rough
  • Interior Trim
  • Mirror, shelves, and bath accessories
  • Paint
  • Plumbing
  • Porches & Decks
  • Roofing
  • Vinyl Siding
  • Stucco/Parging
  • Windows & Exterior Doors
• Trade Contractor Comfort Zone Checklists
  • All Trades
  • Excavators
  • Footer Crew
  • Foundation Crew
  • Concrete Prep Flatwork Crew
  • Framers
  • Roofers
  • Siding
  • HVAC
  • Plumbers
  • Electricians
  • Insulators
  • Drywallers
  • Cabinet Installer
  • Trim Carpenters

• Create and Update Each Individual Home Construction Budget in Contractor Foreman
• Merge Construction Budgets
• Update Interactive Pro Forma with Historical Data as It Becomes Available
• Adjust Forward Projections Based Updated Data
• Watch and Plan for Any Months with Projected Negative Cash Flows
• Planning for Income Taxes
• Update template prices in Estimate+ as new bids are received

• Builder’s Warranty Enrollment
• Warranty Claim Management

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