Checklist
Business StartupYour first 90 days in business
Build a practical foundation before chasing your first hundred clients.
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The Living Book · Resource Vault
The right resource. Right when you need it.
Checklists, worksheets, prompts, and practical guides—organized around the business you’re building.
25 resources · Sample working materials · Updated September 6, 2026
Worksheet
PricingPrice the whole job
Account for travel, the inspection, the report, and everything in between.
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Template
MarketingA one-page inspection marketing plan
Choose a focused message, a reachable audience, and a measurable next step.
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Checklist
SEOYour local website visibility checklist
Make your services and service area clear to people and search engines.
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Checklist
Google Business ProfileMake your business profile useful
Keep essential business details accurate and easy to act on.
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Worksheet
BrandingWrite your business positioning statement
Explain who you help, what you do, and why your approach matters.
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Email template
Customer ServiceSet expectations before arrival
A clear pre-inspection message prevents avoidable confusion.
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Checklist
ReportingPhotograph the finding and its location
Help readers connect the detail to the property.
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Prompt pack
AIThe practical inspector AI prompt pack
Turn a vague request into a specific, reviewable draft.
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Worksheet
AutomationMap your booking-to-report workflow
Find repetitive steps that can be made more reliable.
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Comparison worksheet
SoftwareCompare inspection software fairly
Evaluate the whole workflow using the same sample job.
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Worksheet
ToolsBuy the tool that earns its place
Connect equipment purchases to competence, demand and return.
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Worksheet
Ancillary ServicesPlan an additional service
Evaluate demand, competence, cost and operational fit.
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Guide
Mold & Indoor Air QualityReading a laboratory report responsibly
Understand report context, methods and the limits of an isolated result.
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Checklist
RadonPlan your radon service workflow
Organize training, equipment, client expectations and documentation.
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Worksheet
Commercial InspectionsDefine a commercial inspection scope
Start with the client’s actual question and the property context.
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Checklist
Wind MitigationPrepare a wind mitigation inspection
Organize access, records and documentation before the appointment.
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Checklist
Four Point InspectionsPrepare a four point inspection
Set scope and expectations for this specific service.
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Checklist
PoolsDefine your pool inspection service
Make competence and scope the foundation of an additional service.
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Worksheet
Sewer ScopesBuild a sewer-scope service plan
Look beyond camera cost to the complete business case.
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Worksheet
DronesAssess a drone service opportunity
Start with useful inspection information and safe operations.
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Discussion checklist
Legal / Risk ManagementPrepare for a professional risk review
Bring organized questions to qualified legal and insurance advisers.
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Checklist
HiringIs your business ready for another inspector?
Test capacity, contribution and management readiness.
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Template
ScalingBuild a weekly operating rhythm
Make business performance visible without adding unnecessary meetings.
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Worksheet
Retirement / Exit PlanningBuild a business someone else can run
Start documenting the assets and processes behind business value.
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