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.

Homeowner name(s) However they introduced themselves. "Dana and Rick" beats "D. Whitfield".

Property address

Phone

Email to send the design to

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.

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.

Something else?

Numbers

Rough measurements

Ballpark is fine. Without these nobody can put a real number on any option.

Room sizeFeet, roughly

Ceiling heightStandard is 8 ft

Countertop linear feetTotal run

Cabinet linear feetUppers plus lowers

Floor square feet

Year builtDrives lead paint and asbestos risk

Before you leave

The questions people forget

Thirty seconds here decides how you follow up and who gets credit for the job.

How did they hear about Dream Big? Ask it out loud. This is the record of where the job came from.

Getting other bids?

When do they want to start?

Was everyone who decides in the room?

Any interest in financing?

Access notes for the crew Dog, kids napping, driveway, gate code, where to park.

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.

Notes — anything they mentioned "Hates the peninsula." "Wants the sink under the window." "Grandkids every Sunday." Write it how they said it. This feeds the proposal directly.

Inspiration they showed you Pinterest board, Instagram save, a link they texted you.

Photos they showed you Screenshots off their phone, a magazine page, a tile they're holding.

Your read on their budget 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.

Who are we designing for?

What are we working on?

Start the recording

Shoot the room

Countertops

Rough measurements

The questions people forget

Anything else worth writing down?

Send it to the design team

Sent