B and B Home Improvements - New Client Intake Form
Thank you for your interest in B and B Home Improvements Inc!
Please complete this form to help us understand your project and goals.
A member of our team will contact you to schedule a consultation.
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Client's Full Name *
Email Address *
Phone Number *
Property Address *
Mailing address *
Preferred Contact Method
Best Time to Reach You
What type of home improvement project are you primarily interested in? *
Required
Please describe your project in detail. Include any specific ideas, or features you have in mind.
When would you ideally like to start this project?
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How did you hear about B and B Home Improvements Inc? *
Required
If Referral, please provide Name:
Main Goals or Priorities
Do you have Architectural plans? *
If yes, Who is the Architect or Designer?
Is it the final plans?
Clear selection
Do you have structural or engineering drawing? *
Permit Status *
Target Budget Range (USD)
Have you received previous estimates?
Clear selection
Which contract type are you interested in?
Clear selection
Payment Preference
Clear selection
If you chose Other, please specify
Ideal Start Date
MM
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DD
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YYYY
Desired Competition Date
MM
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DD
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YYYY
Are there hard deadlines (move-in, rental season, event)?
Is the home currently occupied?
Clear selection
Site Access or Restrictions
Main Decision Maker
Other Stakeholders (spouse, designer, etc.)
Desired Update Frequency
Clear selection
Existing Utilities *
Required
Known Site Issues *
Notes or Concerns about the Site
Top 3 Most Import Things to You
Biggest Concerns or Fears about the Project
Meeting Date/ Site Visit Date:
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DD
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Notes/Follow-Up Actions
Submit
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