Architect Referral Intake – Readiness & Pre-Con

Step 1 of 4

25%

Project + Client Readiness & Discovery

Where is the client in their discovery process?(Required)

Just exploring / early research

Comparing options / gathering bids

Ready to select a builder soon (30–60 days)

Already selected a builder (confirm details)

Other

Is this their first construction project?(Required)

Yes, first project

No, they’ve remodeled or built before

If they’ve built before, what was their biggest success?(Required)

If they’ve built before, what was their biggest challenge?(Required)

What is the customer’s timeline for the schedule? (If it's "ASAP", please specify)(Required)

Are there any compelling hard dates or life events driving the schedule?(Required)

Lease expiration

Holiday deadline

Summer vacation

School year timing

New baby / family event

Selling / moving deadline

What is the total investment range allocated for construction (excluding design fees)?(Required)

Under $150k

$150k–$250k

$250k–$400k

$400k–$600k

$600k–$800k

$800k–$1M+

Not sure / not disclosed

Any known financial constraints or sensitivities?(Required)

What are the 3 most important outcomes the client needs for this project to be a success? (List three outcomes (functionality, timeline, budget predictability, aesthetics, resale value, etc.))(Required)

Aside from the primary contact, who else is involved in final approval of design and financial decisions? (Please state name, phone, email, relationship)(Required)

Design Status

On a scale of 1–10 (10 = permit-ready), how complete is the current drawing set? (1 = conceptual only, 10 = ready to submit/under review.)(Required)

Please enter a number from 1 to 10.

Are plans completed, in progress, or conceptual?(Required)

Conceptual (ideas / sketches)

In progress (design development)

Nearly complete (approaching permit set)

Completed (permit set prepared)

Submitted / in review

Any known design constraints or priorities?(Required)

Are there any known site access constraints that influenced the current design?(Required)

Tight urban lot / limited staging

HOA restrictions

Steep grade / elevation changes

Limited driveway / access for equipment

Utilities constraints

Tree protection / environmental constraints

Additional Info Needed Prior to Pre-Construction

Who will be managing permitting and responding to city comments?(Required)

Has a dedicated interior designer been engaged for the finish schedule, or is the client handling selections independently?(Required)

Interior designer engaged

Client handling selections

Architect handling selections

Not decided yet

Please list any scope sensitivities or must-haves.(Required)

On a scale of 1–5, how decisive has the client been during the design phase? (1 = very indecisive, 5 = highly decisive.)

Have there been significant pivots in scope during design?(Required)

Yes

Not Sure

If yes, briefly describe the pivots.(Required)

General Information

Referred By(Required)

First Last

Referred by Email(Required)

Client Name

First Last

Project Address(Required)