Project Questionnaire

We’re excited to work with you

Thank you for taking the time to fill out this project questionnaire. Again, the info you provide here will give us a better understanding of how we can best serve you and if we are a good initial fit for your project.

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Project Type

Contact Information

It’s always incredibly embarrassing when I get the spelling of a name wrong; let’s make sure we’ve got it down correctly. Please also verify your phone number and email address. Feel free to change them if necessary.

Your Name(Required)

First Last

Phone(Required)

Email(Required)

Is there a spouse, life partner, and/or other amazing someone that is going to be part of our discussions?(Required)

Yes

Spouse Name(Required)

First Last

Spouse Phone(Required)

Spouse Email(Required)

Property Information

Got it. Now let's talk about the property.

Do you already own property for this build?(Required)

Yes

Do you want help with your search for the right property?(Required)

Yes

What neighborhood and/or city are you looking in?(Required)

It’s pretty rare but sometimes we run into unique ownership situations; just to clarify, are you (or your spouse) the legal owner of the property?(Required)

Yes

The property is held in a trust or by another legal entity that I (or my spouse) have a controlling interest in.

Who is the legal owner of the property?(Required)

Do you have the authority to make decisions on behalf of the owner?(Required)

Yes

What is the name of the legal entity that the property is held by?(Required)

Please list anyone else with ownership that will need to approve the project before commencing.(Required)

What is the project address?(Required)

Street Address Address Line 2 City State ZIP Code

What is your mailing address?(Required)

Same as project address

Street Address Address Line 2 City State ZIP Code

What is your mailing address?(Required)

Street Address Address Line 2 City State ZIP Code

Project Information

Perfect! Now that we have that out of the way; some info about your project.

When was the home built?(Required)

How long have you owned the home? (in years)(Required)

How long do you plan on staying in this home?(Required)

How long have you been dreaming of this project?(Required)

Have you built or remodeled a home in the past?(Required)

Yes

How was that experience?(Required)

Is there a reason you are not hiring your previous contractor?(Required)

Project Information Continued

Now, let’s get into a bit more detail about the project.

Do you have financing in place?(Required)

Yes

Would you like us to have one of our mortgage/lending colleagues get in touch with you?(Required)

Yes

Let’s talk about timeline. A number of things can affect our lead times at any given time, and as I mentioned before, our process is methodical in nature.

That said, do you have a specific timeline that you are hoping to complete the project within?(Required)

Yes

Start Deadline(Required)

MM slash DD slash YYYY

Completion Deadline(Required)

MM slash DD slash YYYY

Dollars and Cents

Almost there…

Now that we have that out of the way, I told you we’d get to the dollars and cents of it all. While I completely understand a client’s hesitation to disclose too much info about what you’re willing to spend; it’s pretty critical to help establish if we are even on the same page.
So, I just have to ask...

How many approximate square feet are you looking for?(Required)

What is your project budget (not including land)?(Required)

What is your project budget?(Required)