Skill Set Copy

Included in every session will be one or more Skill Set exercises to help you engage with the Big Ideas presented. While this is optional, don’t cheat yourself and move through the Roadmap without applying the concepts you’re learning! Challenge yourself to complete every Skill Set activity and see what changes in your business as a result. We promise good things will happen.

Review the form categories listed in this session, and determine if a form would be valuable in your company using these three questions:

  1. Are you using this form or something like it? If not, would it be valuable in your company?
  2. What process would help you get it started? Who would create it?
  3. Who would be responsible to fill it out?


  • Daily report
  • Payroll correction
  • Supply order
  • Project walkthrough
  • Project completion
  • Test day
  • Pre-work damage report
  • Project checklist
  • Project review
  • Paint store order
  • Employee incident
  • Spot walkthrough
  • Warranty work order
  • Logistics completion form
  • Carpentry
  • Color appointment
  • Estimate appointment
  • Change order
  • Schedule a free estimate
  • Virtual quote