Connections & Vetting
When the job needs a licensed professional, we find the right one and check them out first.
What this capability covers.
- Finding contractors, attorneys, CPAs and insurance agents
- License verification (state and county)
- Insurance certificate and complaint history checks
- Collecting and comparing written quotes
- Introductions and follow-through
Four steps, in writing.
The same sequence every time, so you always know what happens next.
- 01Define
The job, the license it requires, the budget and the timing.
- 02Source
Licensed professionals identified for that specific work.
- 03Verify
State license, county certificate, insurance and complaint history checked.
- 04Introduce
Quotes compared side by side; you choose and contract directly.
About connections and vetting.
Do you take a referral fee from the professional?
Our fee is paid by you, stated in writing. Any arrangement with a professional would be disclosed to you in advance.
Who do I sign the contract with?
Directly with the licensed professional you choose.
What if the professional does poor work?
Your contract is with them; we document the issue and help you find a replacement if needed.
Deliverables, in writing.
Every engagement lists its deliverables in the written scope. These are typical for this capability.
- A verification report: license, insurance and history
- A side-by-side quote comparison
- Introductions to the professionals you choose
Seen in: An inherited lot with open code violations · An open permit found ten days before closing
A flat fee to source, verify and compare professionals for a defined need.
Quoted in writing before work begins. The first conversation carries no charge.
Request a quote →Where we deliver this capability
Assess
We learn how the operation actually runs: people, paperwork, systems and pain points.
- Discovery conversation
- Document and process review
Define
A written scope: what we will do, what it costs, when it is due, and what goes to a licensed professional.
- Written scope and fee
- Licensing boundaries identified
Execute
We do the work, or coordinate the vetted professionals who must, and keep you informed throughout.
- Delivery against scope
- Regular status updates
Document
Every engagement closes with a clean record and an itemized invoice. Systems are handed over in full.
- Records and handover
- Itemized invoice
Let's put it in writing.
Tell us what you need handled. Within one business day you will have a reply, and before any work begins, a written scope and fee.