Whose house is this?
Who are we designing for?
The proposal gets written to these people about this house. Names and address are what make it theirs.
However they introduced themselves. "Dana and Rick" beats "D. Whitfield".
This complements the written estimate, it does not replace it. The design package goes out alongside your normal quote, never instead of it.
New capture
What are we working on?
Pick the room. This sets the shot list and which materials you'll walk them through.
Before you start
Start the recording
Hit record now and leave it running while you walk the room. Everything they say gets used.
0:00
Record the walkthrough
Say: "Mind if I record this so I don't miss anything for your design?" Nobody says no.
Kitchen
Shoot the room
Same four angles every time. Consistency is what makes the renders come back right.
Stand in the doorway for the wide shot. Whole room corner to corner, phone level, no zoom. Bad light is fine. Crooked framing is not.
Materials
Countertops
Tap everything they react to. More than one is fine — the proposal shows options.
Hand them the iPadHides your notes, makes the samples big.
Tap anything you like. You can pick more than one.
In their words
Anything else worth writing down?
The recording covers the conversation. This is for the things you want the design team to see first.
"Hates the peninsula." "Wants the sink under the window." "Grandkids every Sunday." Write it how they said it. This feeds the proposal directly.
Pinterest board, Instagram save, a link they texted you.
Screenshots off their phone, a magazine page, a tile they're holding.
Your gut, not a quote. Sets which tier leads the proposal.
Last look
Send it to the design team
Mockups and a three-tier proposal back to you by tomorrow morning.
Every render goes out marked "conceptual visualization — not a specification." Final selections happen with the designer.