Reader Resource Library
Do not start from a blank screen.
Start from a tested one.
The tools behind the book were not created in theory. They were developed through years of field experience, coaching conversations, and real implementation. Take the resource. Understand the purpose. Modify it for your business. Use it. Improve it.
R‑001 — The Self‑Assessment
How intentionally is your company
actually operating?
Ten honest statements, straight from the book. Score each from 1 (“not true at all”) to 5 (“consistently true”). This is not measuring your talent — it is measuring how much of the business runs by intention, and how much still depends on instinct.
QUESTION 1 OF 10
LEADERSHIP
I clearly define the vision and direction for my company.
SOURCE: THE INTENTIONAL BUILDER SELF‑ASSESSMENT — INTRODUCTION · SCORES STAY ON YOUR DEVICE
Reader Access — The Library
This library comes with the book.
The Reader Resource Library — all 30+ worksheets, checklists, and templates — is included with every copy of The Intentional Builder and with coaching. Enter the access phrase printed in your copy; coaching clients can get it from Jeff.
THAT PHRASE DOESN’T MATCH — CHECK YOUR COPY OF THE BOOK. CAPITALIZATION AND PUNCTUATION DON’T MATTER.
Don’t have the book yet? Get the book — every copy includes the library. The self‑assessment above is free for everyone.
The Library — 30+ Field‑Tested Tools
Start Here
4 TOOLSChoose one tool. Use it for 30 days. Improve it before adding another.
R-001 · PDF
Intentional Builder Self-Assessment
See how intentionally your company is operating today — the printable version of the assessment above.
DownloadR-002 · PDF
First Implementation Question Worksheet
“What is the first part of my business that needs to stop depending on me?” Turn the book into a starting point.
DownloadR-003 · PDF
One Recurring Problem Worksheet
Trace one recurring problem back to where it begins — and install the standard that ends it.
DownloadR-004 · PDF
Practical Operating System Overview
The high-level map: how the pieces of a profitable, predictable construction company fit together.
DownloadProfit & Financial Control
5 TOOLSProfit is designed, reviewed, and protected — not discovered.
R-005 · XLSX
Weekly Financial Dashboard (Excel)
Dashboard, weekly entry, jobs & WIP, and targets — the weekly rhythm that makes profit visible.
DownloadR-007 · PDF
Profit Leak Checklist
The usual suspects: where margin quietly disappears between estimate and final invoice.
DownloadR-008 · PDF
Pricing Confidence Worksheet
Price work in a way that protects profitability — without apologizing for it.
DownloadR-010 · PDF
Margin Review Worksheet
Review gross margin while there is still time to act, not after the job closes.
DownloadR-006A · PDF
Job Cost Feedback Loop Worksheet
Connect estimated vs. actual costs into a loop that makes the next estimate smarter.
DownloadPreconstruction & Readiness
6 TOOLSControl is created before the job begins.
R-011A · PDF
Preconstruction Planning Checklist
Everything that must be defined before construction begins — scope, selections, risks, expectations.
DownloadR-011 · PDF
Preconstruction Services Agreement Template
Get paid for planning. A starter agreement for professional preconstruction services.
DownloadR-012 · PDF
Client Qualification Checklist
Decide who enters the system. Not every lead deserves a proposal.
DownloadR-013 · PDF
Project Readiness Checklist
A job should start because it is ready — this is the gate.
DownloadR-014 · PDF
Allowance Schedule / Exhibit B Template
Structure allowances so surprises don’t eat the margin.
DownloadR-015 · PDF
Change Order Control Checklist
Change orders managed as a system — documented, priced, approved, protected.
DownloadClient Experience
5 TOOLSRed Carpet Management — designed, prepared, communicated, managed.
R-017 · PDF
Red Carpet Client Journey Map
The full client journey, stage by stage, with the experience standards at each step.
DownloadR-016A · PDF
Client Experience Journey Worksheet
Map what your clients actually experience today — and where uncertainty creeps in.
DownloadR-018 · PDF
Client Communication Standards Checklist
Clients feel guided instead of confused when communication is a standard, not a mood.
DownloadR-016 · PDF
Client Experience Scorecard
Measure the experience you deliver — because you cannot improve what you do not measure.
DownloadR-016B · PDF
Warranty & Closeout Checklist
A strong finish protects trust, final payment, referrals, and reputation.
DownloadTeam & Leadership
4 TOOLSDelegation is a business-building move, not a payroll decision.
R-019 · PDF
Role Clarity Worksheet
Every major role, clearly defined — so responsibility stops floating.
DownloadR-020 · PDF
Delegation Decision Tree
What to hand off, when, and to whom — without losing the standard.
DownloadR-021 · PDF
Leadership Shift Checklist
From chief problem-solver to leader of a system. The identity shift, made practical.
DownloadR-022 · PDF
Team Accountability Worksheet
Ownership with pride: who carries each outcome, and how it stays visible.
DownloadSystems & Operating Rhythm
6 TOOLSThe CBOS in working form.
R-026A · PDF
Master Business Flowchart
How projects flow through the company — the drawing your whole business runs on.
DownloadR-025 · PDF
CBOS Overview Worksheet
The seven parts of the Contractor Business Operating System, mapped to your company.
DownloadR-023 · PDF
SOP Starter Template
Repeatable processes that don’t depend on memory, heroics, or one person’s way of doing things.
DownloadR-024 · PDF
Systemization Ladder Worksheet
Which system to build next — a ladder, not a leap.
DownloadR-027 · PDF
Operating Rhythm Checklist
The review points that make important work visible before it becomes a crisis.
DownloadR-028 · PDF
Production Unit Planning Worksheet
Define capacity, ownership, and support systems for scalable growth.
DownloadImprovement & Implementation
4 TOOLSExperience only becomes wisdom when the business captures the lesson.
R-029 · PDF
90-Day System Installation Plan
One real improvement at a time — the implementation path from the book, in plan form.
DownloadR-006B · PDF
Project Post-Mortem / Lessons Learned
Capture what the last project taught you before the next one starts.
DownloadR-006C · PDF
Continuous Improvement Loop Worksheet
Turn lessons into updated standards, training, and better projects.
DownloadR-030 · PDF
Continuous Improvement Meeting Template
The recurring meeting that keeps the system getting smarter.
DownloadWant guided help installing these?
The tools work best with rhythm, ownership, and review. Coaching installs all three.