Initial Consultation
What Happens: Meet with the client to discuss their needs, wants, and vision for their custom home.
Key Goals:
•Understand their lifestyle, design preferences, and budget.
• Provide a high-level overview of the build process, including what to expect from lenders and the construction journey.
• Answer initial questions to set clear expectations.
Design Development
What Happens: Connect the client with a professional plan designer who will create a tailored design for their home.
Key Goals:
• Ensure the design aligns with the client’s vision and meets any practical considerations for their site and budget.
• Begin laying the groundwork for the next steps in the process.
Detailed Proposal
What Happens: Present the client with a comprehensive bid, which includes:
• Allowances: Estimated budgets for fixtures, finishes, and materials.
•Overall Cost: A transparent overview of the project total.
Key Goals:
•Gain client approval on the design, budget, and allowances.
•Conduct a site visit to identify any civil work needed (grading, utility connections, etc.).
Finalizing Contracts and Bank Approval
What Happens:
•Once the proposal is approved, finalize the contract with the client.
•Guide them as their lender performs due diligence to secure financing.
Key Goals:
• Ensure all parties understand the terms of the contract.
• Prepare for a smooth transition into the construction phase.
Construction and Collaboration
What Happens: Begin construction while keeping the client engaged and informed:
• Schedule regular site visits for the client to see progress firsthand.
• Clients start visiting vendors to make material and finish selections (tiles, countertops, fixtures, etc.).
• Use Buildertrend to provide real-time updates, timelines, and communication throughout the project.
Key Goals:
•Maintain transparency and communication to keep the client confident in the process.
•Deliver a home that meets or exceeds the client’s expectations.