PROJECT DISCOVERY GUIDE
Why it matters to the project:
Why We're Asking
Before we sit down together, we want to understand your project — not just the specs, but the vision, the timeline, and what matters most to you. The questions below help us prepare for a focused, productive first conversation instead of spending it on the basics.
A few notes on why we ask what we ask:
We ask about budget early because it's the most helpful thing you can share with us — it lets us design something that fits your investment from the start, rather than presenting ideas that don't align with what you're comfortable spending. There's no wrong answer here, and everything you share is kept confidential.
We ask about timeline so we can be upfront about what's realistic and flag anything that might affect scheduling before you're locked into a date.
We ask who's involved in decisions so we can loop in the right people at the right times and keep communication smooth for everyone.
We ask about your vision and must-haves so our first conversation can go deep on what matters most to you, instead of starting from scratch.
And we ask about your past building experience simply so we can meet you where you are — whether that means walking through every step in detail or moving at a faster, more streamlined pace.
Thank you for taking a few minutes with this. It's the first step in building a project — and a relationship — that works well for everyone involved.
Summary
Budget & financing — This is the single biggest predictor of a project's success or failure. Knowing the range (and whether funding is secured) upfront lets you scope a realistic proposal instead of designing something the client can't afford, then having to walk it back later. That mismatch is one of the top reasons remodel relationships sour.
Timeline & urgency — Tells you whether you're dealing with a flexible planning window or a hard deadline (baby coming, house sale, event). It also flags red flags early — a "we need it done in 3 weeks" answer on a full kitchen gut tells you something about expectations that needs addressing immediately, not on day one of demo.
Decision-making process — Multi-decision-maker households (spouses, family investors, business partners) move slower and need a different communication plan than a single decision-maker. Knowing this upfront prevents stalled approvals and miscommunication mid-project.
Scope & requirements — This separates "must-haves" from "nice-to-haves" before you're deep into design, saving everyone rework and change-order friction later.
Previous building experience — First-time renovators need more hand-holding, more explanation of process, and more buffer for the unexpected. Someone who's done this before can handle a faster-paced, less-explained relationship. This one question calibrates how much education vs. execution your first few conversations need.
How you found us — Less about the project itself and more about our business: it tells you which marketing/referral channels are actually converting and helps us understand where we are being seen.