EXCEL WORKBOOK · JOB PAPERWORK · EMAILED

RFI TEMPLATE, READY TO EDIT.

A single request for information, formatted to go to a general contractor, an architect or an owner, with a note in every field telling you what belongs there.

QUICK ANSWER

An RFI is a contract document. It's the record that you asked, when you asked, and what waiting cost you. A phone call that solves the same problem leaves no record, and at closeout the phone call is worth nothing. It's emailed as an attachment, and everything you need to change is highlighted. This one goes UP: to the general contractor, the architect or the owner.

HOW TO USE IT

3 THINGS, IN ORDER.

01

Number it in sequence and never reuse a number. A hole in your own numbering is the first thing anybody looks for when a claim is argued.

02

Put a real date in RESPONSE NEEDED BY. ASAP isn't a date anybody can be late against.

03

State the problem, then propose the solution. Most responses accept a reasonable proposal, which means the RFI you wrote decided the outcome.

EMAILED AS AN ATTACHMENT

No charge. It goes to a real address rather than sitting on a link, which is the only thing asked for. The workbook carries a branded How To Use tab and the form itself is left unmarked, because that's the page that goes to somebody else.

 

We will never sell your information.

OR TAKE THE WHOLE SET

EVERY CONTROL TEMPLATE, ONE QR CODE.

Collecting these one email at a time works. A QR code printed in the book, with a password behind it, opening every CONTROL template as a download at runoncfos.com. The ebook is $3.99 on preorder until 5 October 2026 and $9.99 after that, and the paperback is $24.99 from 1 October.

What the book coversThe tools

$10.7M+
Client AR Recovered Since 2023
48
Active Trade Specializations
60 DAYS
Average Onboarding Time
COMMON QUESTIONS

BEFORE YOU USE IT.

An email address is the only thing asked for, because it's emailed as an attachment rather than posted as a link. It opens in Excel and in Google Sheets.
No. Every one of these was checked for personal details, addresses, phone numbers, email addresses and client references before it was published. Everything you need to change is highlighted, so the fields that make it yours are the ones that stand out.
Nothing you have to take. We will never sell your information. If you would rather have every CONTROL template at once, A QR code printed in the book, with a password behind it, opening every CONTROL template as a download at runoncfos.com. The ebook is $3.99 on preorder until 5 October and $9.99 after.
Josh may follow up once if it looks like a fit. There's no sequence, no list you're added to, and unsubscribing is answering the email and saying so.
EVERY TEMPLATE ON THIS SITE
Josh Luebker, The Construction CFO
Josh Luebker
FRACTIONAL CFO · THE CONSTRUCTION CFO

Former commercial construction project manager and master electrician. Managed 150+ projects worth more than $2.1B combined, with individual jobs from $50,000 to $300M, including data centers, military bases, hospitals, and high-rises. Now fractional CFO for commercial subcontractors doing $1M to $12M through Sulphur Prairie Management.About Josh  | LinkedIn

WANT THE WHOLE SYSTEM RATHER THAN ONE FORM?

Twenty minutes, and no pitch. Bring your last full year and Josh will tell you which of these you're missing and what it's costing you.

You don't hire a CFO because it's safe, you do it because the real risk isn't having one.
Book a 20 minute diagnostic

20 minutes. No sales pressure. We will tell you exactly what's broken before we talk about anything else.

OR START WITH THE WORKBOOKS. NO CALL NEEDED.