01
Draft and check the exclusions
Run one focused scope review that sorts the walkthrough notes, drafts exclusions, and flags anything that needs confirmation.
Made for General Contractors
Turn Walkthrough Notes Into Clear Exclusions
12 min
Beginner
Improve Operations
Planning a Renovation
Convert rough site notes into plain-language exclusions, assumptions, owner responsibilities, allowances, and open questions.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
Catch unclear scope before it turns into unpaid work, schedule disputes, or change-order arguments.
Your answers save as you type.
What you'll do
This is the plan inside your prompt. Add your details first. Then follow these steps with ChatGPT or Claude.
Make Your Play
Turn Walkthrough Notes Into Clear Exclusions
Tell us what the prompt needs to know
Start with the questions below. Each answer personalizes the playbook and builds the prompt you’ll use at the end.
Your situation
Describe the project, location type, current phase, and work being considered.
0/10000
Paste the rough notes, observations, measurements, concerns, and owner comments captured during the walkthrough.
0/10000
Paste any proposal, contract, plan, or trade scope that already states what the work includes.
0/10000
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Draft and check the exclusions
Run one focused scope review that sorts the walkthrough notes, drafts exclusions, and flags anything that needs confirmation.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
Paste the notes as written, even if they’re messy. Add a short project summary and any known scope language. Review every flagged conflict before using the draft in a proposal or agreement.
Advanced instructions
Include plan references, bid package sections, trade boundaries, and existing proposal language. Ask the AI to retain those references so each exclusion can be traced back to its source.
Use this when
You've completed a site walkthrough and need to document what isn't included before sending a proposal or starting work.
You'll need
- Project summary
- Walkthrough notes
- Known scope
You'll get
- Every walkthrough note sorted into the right scope category
- Conflicts with promised work clearly flagged
- Unknown conditions marked for confirmation
- Exclusion language ready for project-specific review.
By the end of this playbook
You will have:
- Every walkthrough note sorted into the right scope category
- Conflicts with promised work clearly flagged
- Unknown conditions marked for confirmation
- Exclusion language ready for project-specific review.
Examples
Progress 1 of 1