Name
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First Name
Last Name
Business name
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Business mailing address
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What is important to your clients?
What do they look for in a builder?
How would you describe the client experience you aim to deliver?
What do clients say they appreciate about working with you?
Are there any challenges with working with some clients?
This is confidential and won’t appear on your website. The purpose is for me to get a deeper understanding of your business.
What makes you good at what you do?
What adjectives would you use describe the aesthetic/feeling/vibe you aim to create in the spaces you build?
How would you describe the mindset of you and your team when you show up to a project?
Do you bring any particular perspective/goals to every project?
Right now, what projects are you working on?
Type of home/space, budget, etc
About how many projects have you completed in your business so far?
Which completed project(s) you are most proud of?
How would you describe your ideal/favorite projects?
For example: what size? what budget? primary homes? secondary homes?
Are there any particular areas of the custom build industry you have special ability/expertise?
For example: Green Design, Indoor/outdoor spaces, etc
How do you categorize your services?
For example: renovation, new construction, etc
Are they any differences to your approach to a project based on whether it's a renovation versus new construction?
What trades do you collaborate with?
For example: architects, interior designers, etc.
How do you charge for your services?
How do you determine the price of a project? (Note that this will remain confidential. The purpose is to help me better understand your position in your market)
Where are you based?
What area(s) do you serve?
Who are the members in your company?
Can you tell me a brief history of your company?
How long have you been in business? How did you get here? Why did you choose this path?
Are there any adjectives you’d use to describe your company?
Do you hold any formal training, qualifications, or certificates?
Is there anything you regularly do to add skills and abilities?
Do you belong to any professional associations?
Have you received any awards or special recognition?
Has your work been published or mentioned in any magazines or websites?
Who are your direct competitors? Try to name at least 3.
Do you have a goal for your business?
What would you like it to looks like 1 year from now? 10 years from now?