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Section 1 of 9
 New Project Consultation Intake Form

This form is required prior to scheduling a site visit or providing a project quote.
The information collected allows our team to review scope, budget, timeline, and feasibility before visiting the property, ensuring a productive and efficient consultation.

Please complete all sections accurately. Incomplete submissions may delay scheduling.

Section 2 of 9
   Client & Property Information  
  Please provide your primary contact details so our team can follow up regarding your project.  
Katie Full Name
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Phone Number
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Email Address 
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  Property Address  
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  Is the property currently occupied?  
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Yes
No
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add "Other"
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 If "Yes" Will occupants remain on-site during construction?
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Yes
No
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add "Other"
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Section 3 of 9
  Project Classification  
  Defines the project type and scale so we arrive prepared.  
  What type of project are you planning?  
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New Construction
Full Remodel
Addition
Renovation
Exterior Renovation
Other:
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Total square footage involved (estimate is acceptable)  
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  Is this a residential or commercial project?  
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Residential
Commercial
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add "Other"
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  What type of property is this?  
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Primary Residence
Secondary Home
Investment Property
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add "Other"
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Section 4 of 9
  Scope of Work (Critical)  

This section replaces on-site discovery questions. Be as detailed as possible.  
  Please describe your project and overall vision.  
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Select all areas impacted by this project:
Question Type
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Entire home
Kitchen
Bathroom(s)
Bedrooms
Living areas
Structural changes
Roofing
Siding
Windows/doors
Electrical
Plumbing
HVAC
Foundation
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or
add "Other"
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  Are structural changes involved?  
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Yes
No
Not Sure
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or
add "Other"
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Section 5 of 9
  Plans & Project Professionals  
  This information helps determine pricing accuracy and coordination requirements prior to a site visit.  
Do you currently have plans or drawings for this project?  
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Yes
No
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or
add "Other"
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  If yes, please upload available plans.  
Question Type
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Add file
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Maximum file size
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 Are you working with an architect or interior designer?  
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Architect
Interior Designer
Both
None
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add "Other"
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If yes, please provide their name and contact information.  
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Section 6 of 9
  Budget Information  
  Budget alignment is necessary to determine feasibility and provide accurate pricing.  
Estimated budget range for this project?
Question Type
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Under $50,000
$50,000 – $100,000
$100,000 – $250,000
$250,000+
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or
add "Other"
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Is your budget flexible based on scope and material selections?  
Question Type
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Yes
No
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or
add "Other"
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(0 points)
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Section 7 of 9
 Timeline  

Timeline details allow us to assess scheduling availability.

Desired project start timeframe?
Question Type
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Immediate
1–3 months
3–6 months
6+ months
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add "Other"
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Is there a required completion date?  
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Section 8 of 9
Readiness & Next Steps  
  This confirms readiness to proceed and helps guide next steps.  
Are you prepared to move forward if pricing and scope align?  
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Yes
No
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or
add "Other"
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Is there anything else we should know prior to visiting the property?   Please select all that apply:
Question Type
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Gated property – access code required
Animals on premises
Limited driveway or vehicle access
Steep terrain or sloped lot
HOA restrictions or required approvals
Utilities not currently connected
Active construction already in progress
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or
add "Other"
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Section 9 of 9
Site Photos & Supporting Information  
  Uploading photos in advance allows our team to better evaluate site conditions and prepare appropriately prior to a property visit.  
Upload Site Photos (if available)

Please upload clear photos of the areas involved in the project.
Examples include exterior elevations, interior spaces, access points, existing conditions, or any areas of concern.

Question Type
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Add file
View folder
Allow only specific file types
Maximum number of files
Maximum file size
View folder
Answer key
(0 points)
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Additional Supporting Documents (Optional)

Please upload any documents that may assist with evaluating your project prior to a site visit.
This may include architectural plans, sketches, surveys, permits already obtained, engineering documents, or other relevant materials.

Question Type
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Add file
View folder
Allow only specific file types
Maximum number of files
Maximum file size
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Answer key
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   Client & Property Information  
Katie Full Name
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Phone Number
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Email Address 
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  Property Address  
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  Is the property currently occupied?  
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 If "Yes" Will occupants remain on-site during construction?
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No responses yet for this question.
  Project Classification  
  What type of project are you planning?  
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Total square footage involved (estimate is acceptable)  
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  Is this a residential or commercial project?  
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No responses yet for this question.
  What type of property is this?  
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  Scope of Work (Critical)  
  Please describe your project and overall vision.  
No responses yet for this question.
Select all areas impacted by this project:
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  Are structural changes involved?  
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No responses yet for this question.
  Plans & Project Professionals  
Do you currently have plans or drawings for this project?  
Copy chart
No responses yet for this question.
  If yes, please upload available plans.  
No responses yet for this question.
 Are you working with an architect or interior designer?  
Copy chart
No responses yet for this question.
If yes, please provide their name and contact information.  
Copy chart
No responses yet for this question.
  Budget Information  
Estimated budget range for this project?
Copy chart
No responses yet for this question.
Is your budget flexible based on scope and material selections?  
Copy chart
No responses yet for this question.
 Timeline  
Desired project start timeframe?
Copy chart
No responses yet for this question.
Is there a required completion date?  
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No responses yet for this question.
Readiness & Next Steps  
Are you prepared to move forward if pricing and scope align?  
Copy chart
No responses yet for this question.
Is there anything else we should know prior to visiting the property?   Please select all that apply:
Copy chart
No responses yet for this question.
Site Photos & Supporting Information  
Upload Site Photos (if available)

Please upload clear photos of the areas involved in the project.
Examples include exterior elevations, interior spaces, access points, existing conditions, or any areas of concern.

No responses yet for this question.
Additional Supporting Documents (Optional)

Please upload any documents that may assist with evaluating your project prior to a site visit.
This may include architectural plans, sketches, surveys, permits already obtained, engineering documents, or other relevant materials.

No responses yet for this question.
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