Summary:

Templates are your building blocks.

Every form, checklist, and document you’ll see in this journey is designed to save you hours of confusion and thousands in costly mistakes.

When you see a Template Button, open the file, make a copy, and customize it to your own style. These templates help you document your project efficiently and professionally.

Action Items:

✅ Open your first Template Button and explore how it works.

✅ Save a copy to your Digital Home Manual.

✅ Rename it: [Project Name] – [Template Type] (e.g., “Evergreen House – Budget Tracker”).

✅ Begin filling in the basics — no pressure to complete it yet!

Summary:

Your Digital Home Manual is your personal construction hub — a single, organized system that keeps all your research, photos, notes, and decisions in one place.

As you continue through this series, you’ll gradually add templates, links, and documents until your manual becomes a complete record of your project — from concept to move-in.

Action Items:

✅ Log into your Digital Home Manual and open the main dashboard.

✅ Pin your Detail Page and Budget Tracker to the top-left for easy

access.

✅ Create one folder named “Templates I’m Using.”

✅ Add a second folder named “Ideas & Research.”

Summary:

Collaboration is key.

Whether you’re using The Contractor Checklist, working with an architect, or hiring your own general contractor, your files are meant to be shared and reviewed.

Sharing gives your team context — they’ll see what you see, reducing misunderstandings and helping you make faster, smarter decisions.

Action Items:

✅ Share file access with [email protected] so our team can support you.

✅ Add your architect, designer, or builder as “viewers” of your Digital Manual (if applicable).

✅ Create a folder titled “Shared Files with Team.”

✅ Write down the name and role of each person helping you on this project.

Summary:

You’re about to transform what most people find overwhelming into something exciting and manageable.

This program will show you how to stay organized, avoid costly delays, and enjoy the process of building your dream home.

You’ll Learn How To:

• Track and manage key design and budget decisions.

• Avoid common pitfalls that lead to wasted money and time.

• Use your Digital Journal to stay organized and focused.

• Communicate clearly with contractors, architects, and consultants.

Action Items:

✅ Open your first “Getting Started” class when prompted.

✅ Review your folders to confirm they’re organized.

✅ Write down 3 goals you want to accomplish by the end of this training.

✅ Celebrate — you’ve taken the most important step: starting with a plan.

This journey is about empowerment.

You’re not just building a house — you’re building the confidence and systems to make every decision with clarity.

By the end of this program, you’ll understand every phase, every form, and every conversation that moves your project forward.

Welcome to The Contractor Checklist.
Let’s build something incredible — together.

Due Diligence is the difference between designing with confidence and building on guesswork.

What is in the Master Class?

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