The sub packet: COI, W-9, lien waivers, no gaps
Rung 8 of 10 · Fact-check list
1 · Learn the move · Fact-check list
The paperwork you didn't collect in March is the problem you can't fix in November when the sub's supplier liens the job. Have the AI build the checklist, then make it do a second pass: list every claim in its own output that depends on state law or policy language, and mark each one 'verify.' Lien waiver forms and rules vary by state — some states mandate exact statutory language — so the checklist names the four waiver types but sends the form itself to your attorney. An unchecked checklist is decoration.
You are a GC's office manager. Build my new-sub onboarding checklist: COI (with the coverage items to verify), W-9, signed subcontract, and lien waivers — name all four types. Then fact-check your own list: flag every item that depends on state law or policy terms as VERIFY, with who to verify it with. [my state + insurance minimums]
2 · Your turn. You write the prompt
A drywall sub you've never used starts Monday on a $340,000 custom build. Your file on him is one text message and a handshake number. Write a prompt that builds the onboarding packet checklist and then flags which items you can't take the AI's word on.
Remember: the AI sees only your prompt, not this page. If the situation isn't in your prompt, it doesn't exist.
Optional. These shape the output when you run your prompt below, not your score.