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EXCEL WORKBOOK · JOB PAPERWORK · EMAILED

SUBMITTAL COVER SHEET, READY TO EDIT.

The cover page and contact sheet for a submittal package. Enter the spec section, submittal number and date once and the contact sheet reads them by formula.

QUICK ANSWER

A submittal reaching somebody without a cover sheet gets logged as whatever the recipient decides it is. A cover sheet decides it for him: which section, which number, which revision, and who to call. 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

Put your own logo in the COMPANY LOGO cell. It represents your company to a general contractor and an architect.

02

Number submittals per spec section rather than per job, or a rejected resubmittal becomes impossible to track.

03

Send it as page one of the package. A cover sheet in a separate email is one nobody attaches.

EMAILED AS AN ATTACHMENT

No charge. The only thing asked for is an email address, and the file goes straight to it.The workbook has a branded How To Use tab and the form itself is left unmarked, because that's the page that goes to somebody else.

 

Your address is stored so the file can be sent and so you get three short emails about using it. Leave the box checked and you also get Margin Call, Josh's monthly newsletter. Unsubscribe in one click, any time. 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/cfos-toolkit. The paperback is $24.99 on Amazon.

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.

The only thing asked for is an email address, because it comes to you as an email attachment. 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 a reader checks first.

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/cfos-toolkit. The paperback is $24.99 on Amazon.

Josh may follow up once if it looks like a fit. You'll also get three short emails about using it, and the unsubscribe link in every one works immediately. Leave the Margin Call box checked and you'll get the monthly newsletter too, and unchecking it keeps you off that list.
EVERY TEMPLATE ON THIS SITE
Josh Luebker, SPM The Construction CFO
Josh Luebker
FRACTIONAL CFO · SPM THE CONSTRUCTION CFO

Josh Luebker is a master electrician turned construction CFO, president of SPM The Construction CFO and author of CONTROL: C.F.O.S. Construction Financial Operating System.

WANT THE WHOLE SYSTEM RATHER THAN ONE FORM?

Twenty minutes, and no pitch. Josh asks what you've got in place, what you're missing, and where it hurts. Nothing gets sold on the call and nothing gets proposed. If he can help, you'll set a longer second call.

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 call

20 minutes. No pitch or proposal. Josh asks questions to find out if he can help.

OR START WITH THE WORKBOOKS. NO CALL NEEDED.