Are You Ready to Do This?

When you decide to start your own construction company, you will be accepting the responsibility of managing a business as well as building projects.

This survey will help you identify your business management strengths as well as pinpoint some areas in which you need to become stronger.

Once again, brutal honesty is the best policy — especially for the last question.

You are encouraged to save and file copies of each survey so you can refer to the information and to your responses as you move through the courses and beyond.

When submitted, form responses are sent to the email addresses provided and then deleted.
IF YOU WISH TO RETAIN THE INFORMATION YOU HAVE ENTERED, ADD AN EMAIL ADDRESS BEFORE SUBMITTING.

ARE YOU READY?

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FIRST THINGS FIRST

Why do you want to own a construction business?

ASSESS YOUR STRENGTHS AND WEAKNESSES

Be truthful. Your answers are for your own benefit.

Which BUSINESS management task(s) are you strongest at?

Which BUSINESS management task(s) do you stink at?

Which BUSINESS management task(s) are you going to have to hire for or outsource?

WHICH RESPONSIBILITIES ARE YOU GOING TO HAND OFF AND TO WHOM?

Have you identified who is going to fulfill the responsibilities you wish to hire for or outsource?

Operations

Yes No Not Applicable

Hire or outsource to

Marketing

Yes No Not Applicable

Hire or outsource to

Estimating and Sales

Yes No Not Applicable

Hire or outsource to

People Management

Yes No Not Applicable

Hire or outsource to

Financial Management

Yes No Not Applicable

Hire or outsource to

Note

DESCRIBE YOUR PERSONAL GOALS FOR THE BUSINESS

Do you expect the construction business to make you wealthy?

Are you building the business to be sold?

Do you expect to develop a legacy construction business to hand off to someone?

Note

ASSESS YOUR FINANCIAL RESOURCES

"Available" means that you have money in savings or investments or that you can borrow what is needed. Borrowing your start-up capital is not recommended because of the strain it will place on your cash flow, but sometimes it is the only way to get started.

Do you have enough money available to buy the tools, equipment and supplies you need?

Yes No I don't know

What do you expect to spend to get your construction business up and running?

Do you have enough money available to meet your personal needs for six months while your business is getting started?

Yes No I don't know

Note

THE BIG QUESTION

The answer to this question is critical to your decision to go into business. Given everything that you know about yourself, do you believe you have the right combination of mindset, experience, willingness to learn, flexibility to adapt and resources to make a construction business a success?

Would you hire yourself to run your construction business?

Yes No

Why? or Why not?

Confirm that you have entered an email address above. Click on the button to receive a copy of this form in your email. Keep the surveys in this course together in a physical or digital file so you can refer to them as the course progresses.

🏅 Create a Business Worth Owning

📶 Integrated step-by-step program using all tools and systems

💡 Two coaching sessions per month

📊 Monthly scorecard to measure the journey

🛠️ Tools: All tools (Chart of Accounts, Cost Codes, BBOS Estimator, Builder Business Model Canvas, SubManager, ClientManager, Policy Handbook, Management Scorecard).

🤝 What we do together:

A 180+-day engagement covering financials, estimating, subcontractors, clients, and workforce.
Coaching sessions every two weeks to review your real numbers and coach policy implementation.
A monthly “Business Health Scorecard” that shows where you are strong and where to strengthen.
Focus on building a business system that allows you to:
- move out of day-to-day management;
- develop a valuable legacy enterprise; and
- create a business with significant market value.

💲 Investment: $3,500-$5,000.

🪜 Progression logic:

This is the capstone — combining all five prior steps into one system that builds a business worth owning.

🎯Outcome: "Now I control my business, not the other way around."

👷 Manage Your Workforce

👷‍♀️ Put the right people in the right position

📄 Create an Organization Chart and Position Descriptions

📄 Integrate employment policies

🛠️ Tools: OrgChart, Position Descriptions, Company Policy Template

🤝 What we do together:

Create a Company organization chart.
Create Job Descriptions.
Implement employee policy handbook
Identify inefficiencies in labor margins.
Discover hidden labor costs.

💲 Investment: $1,250-$1,500.

🪜 Progression logic:

Labor is usually the last controllable variable — now you are tackling optimization and efficiency.

🎯Outcome: "Now I am in control of the work that must be completed, and my employees understand their positions and accountabilities."

🗣️ Control the Client Relationship

📄 Client log, Change Order system

📄 Notice of Completion, Draw Requests

📄 Communication templates for disputes

🛠️ Tools: ClientManager, Client Contact Log, Initial Specifications, NAHB Residential Construction Guide

🤝 What we do together:

Implement a structured client management system.
Introduce the Client Contact Log.
Provide templates for change order and scope adjustments.
Train on reducing disputes and managing client expectations.

💲 Investment: $750-$1,250

🪜 Progression logic:

With the business financially stable and risk-protected, control of clients and their expectations ensures smoother operations and fewer profit leaks.

🎯Outcome: "Now I can manage clients and their expectations without projects spinning out of control."

🧯Identify and Manage Risks

🏠 Project Risks:

Site Risks – site injuries with no primary insurance coverage.
Reputational Risks – You don’t deliver what you promised because your subcontractors were not on the same page.
Capacity Risks – You can’t deliver what you promised because you don’t have the organizational structure to support your sales.

🔍 Management Risks:

Company Structural Risks – You don’t have the right people in the right positions.
Promotional Risks – Your market doesn’t know or care about your products.
Competitive Risks – You haven’t differentiated your company, so lowest price is the only way you can compete.
Market Demand Risks – a bad market cycle will cripple or destroy your business.

🛠️ Tools: SubManager, Organizing for Success, Builder Business Model Canvas, Budgeting Forecasts

🤝 What we do together:

Implement Terms and Conditions, Scopes of Work, and Inspection Reports for all Subcontractors.
Review how you track subcontractor insurance and compliance.
Analyze your organizational structure to optimize production capacity.
Review your business model.
Create “Expected Case”, “Best Case”, and Worst Case” budgeting scenarios.

💲 Investment: $1,000-$1,500

🪜 Progression logic:

After financial clarity and profitable estimating, risk management provides the next layer of company stability.

🎯Outcome: "Now I can reduce or transfer risk exposure; identify and appeal to my primary market; and plan for any type of economic environment."

🧮Price with Confidence

🔍 Audit your estimating process

🔎 Review all active projects monthly for budget-to-actual performance

🔍 Debrief every completed project for profitability and work flow

📶 Install a margin-tracking dashboard

🛠️ Tools: BBOS Estimator, Overhead Calculator, Completed Project Profitability Report

🤝 What we do together:

Audit your current estimating process.
Benchmark your margins against industry and market standards.
Optimize estimating margins for maximum profitability.
Track true budget-to-actual expenditures.

💲 Investment: $750-$1,250

🪜 Progression logic:

Once finances are stable, you can sharpen your pricing to stop leaving money on the table.
You’ll know the margin to use to make sure overhead is allocated profitably.

🎯Outcome: "Now I can bid jobs knowing I'll profit, not just hoping for profit."

💰90-Day Financial Reset

🗄️ Rebuild Chart of Accounts on NAHB Model

🗃️ Rebuild Cost Codes on CSI model

🛠️ Tools: Accounting platform, NAHB Chart of Accounts, CSI Cost Codes, Management Scorecard

🤝 What we do together:

Access to your accounting platform is required.
Rebuild your Chart of Accounts for project-level profitability.
Create and align Cost Codes so estimating, job costing, and reporting all “speak the same language.”
One-on-one coaching call every two weeks during the program to interpret your numbers.

💲 Investment: $1,500-$3,000

🪜 Why start here?

Without financial clarity, nothing else matters.
The reason you are in business is to make a profit.
Do you KNOW if you are doing that?

🎯Outcome: "Now I know if my business is profitable and my business model is sound."

You will be re-directed to the Home Page where you can use the menu to access Courses, Memberships, or Application Portals.

Are You Ready to Do This?

When submitted, form responses are sent to the email addresses provided and then deleted. IF YOU WISH TO RETAIN THE INFORMATION YOU HAVE ENTERED, ADD AN EMAIL ADDRESS BEFORE SUBMITTING.

ARE YOU READY?

ASSESS YOUR STRENGTHS AND WEAKNESSES

WHICH RESPONSIBILITIES ARE YOU GOING TO HAND OFF AND TO WHOM?

Note

DESCRIBE YOUR PERSONAL GOALS FOR THE BUSINESS

Note

ASSESS YOUR FINANCIAL RESOURCES

Note

THE BIG QUESTION

🏅 Create a Business Worth Owning

📶 Integrated step-by-step program using all tools and systems

💡 Two coaching sessions per month

📊 Monthly scorecard to measure the journey

🛠️ Tools: All tools (Chart of Accounts, Cost Codes, BBOS Estimator, Builder Business Model Canvas, SubManager, ClientManager, Policy Handbook, Management Scorecard).

🤝 What we do together:

💲 Investment: $3,500-$5,000.

🪜 Progression logic:

🎯Outcome: "Now I control my business, not the other way around."

👷 Manage Your Workforce

👷‍♀️ Put the right people in the right position

📄 Create an Organization Chart and Position Descriptions

📄 Integrate employment policies

🛠️ Tools: OrgChart, Position Descriptions, Company Policy Template

🤝 What we do together:

💲 Investment: $1,250-$1,500.

🪜 Progression logic:

🎯Outcome: "Now I am in control of the work that must be completed, and my employees understand their positions and accountabilities."

🗣️ Control the Client Relationship

📄 Client log, Change Order system

📄 Notice of Completion, Draw Requests

📄 Communication templates for disputes

🛠️ Tools: ClientManager, Client Contact Log, Initial Specifications, NAHB Residential Construction Guide

🤝 What we do together:

💲 Investment: $750-$1,250

🪜 Progression logic:

🎯Outcome: "Now I can manage clients and their expectations without projects spinning out of control."

🧯Identify and Manage Risks

🏠 Project Risks:

🔍 Management Risks:

🛠️ Tools: SubManager, Organizing for Success, Builder Business Model Canvas, Budgeting Forecasts

🤝 What we do together:

💲 Investment: $1,000-$1,500

🪜 Progression logic:

🎯Outcome: "Now I can reduce or transfer risk exposure; identify and appeal to my primary market; and plan for any type of economic environment."

🧮Price with Confidence

🔍 Audit your estimating process

🔎 Review all active projects monthly for budget-to-actual performance

🔍 Debrief every completed project for profitability and work flow

📶 Install a margin-tracking dashboard

🛠️ Tools: BBOS Estimator, Overhead Calculator, Completed Project Profitability Report

🤝 What we do together:

💲 Investment: $750-$1,250

🪜 Progression logic:

🎯Outcome: "Now I can bid jobs knowing I'll profit, not just hoping for profit."

💰90-Day Financial Reset

🗄️ Rebuild Chart of Accounts on NAHB Model

🗃️ Rebuild Cost Codes on CSI model

🛠️ Tools: Accounting platform, NAHB Chart of Accounts, CSI Cost Codes, Management Scorecard

🤝 What we do together:

💲 Investment: $1,500-$3,000

🪜 Why start here?

🎯Outcome: "Now I know if my business is profitable and my business model is sound."

When submitted, form responses are sent to the email addresses provided and then deleted.
IF YOU WISH TO RETAIN THE INFORMATION YOU HAVE ENTERED, ADD AN EMAIL ADDRESS BEFORE SUBMITTING.