DOWNLOAD THE INITIAL CONTACT CHECKLIST HERE



1. Exterior Finishes

• Roofing: Shingle ☐ Metal ☐ Tile ☐ Other: __________
   

• Roof Color Preference: ____________________
   

• Siding/Cladding: Brick ☐ Stone/Rock ☐ Board & Batten ☐ Stucco ☐ Lap Siding ☐ Metal ☐
   

• Siding Color Preference: ____________________
   

• Garage Doors: Standard White ☐ Color ☐ Glass/Modern ☐ Other: __________
   

• Exterior Trim & Accents: Shutters ☐ Timber Beams ☐ Metal Accents ☐ None ☐
   

 
2. Interior Floors

• Main Living Areas: Hardwood ☐ Tile ☐ Luxury Vinyl Plank (LVP) ☐ Carpet ☐ Stained ☐ Epoxy ☐ Sealed ☐
   

• Bedrooms: Carpet ☐ Hardwood ☐ LVP ☐ Other: __________
   

• Bathrooms: Tile ☐ LVP ☐ Stone ☐ Other: __________
   

• Specialty Areas (Mudroom, Laundry): Tile ☐ Concrete ☐ Other: __________
   

 
3. Walls & Ceilings

• Wall Finish: Paint ☐ Wallpaper ☐ Shiplap/Accent Walls ☐ Other: __________
   

• Wall Colors: Neutral ☐ Bold Accent ☐ Custom: __________
   

• Ceiling Details: Flat ☐ Vaulted ☐ Beams ☐ Coffered ☐ Other: __________
   

 
4. Kitchen Finishes

• Cabinet Style: Shaker ☐ Modern Flat ☐ Raised Panel ☐ Custom ☐
   

• Cabinet Color/Finish: White ☐ Stained Wood ☐ Painted Custom ☐ Two-Tone ☐
   

• Countertops: Quartz ☐ Granite ☐ Marble ☐ Butcher Block ☐ Other: __________
   

• Backsplash: Subway Tile ☐ Mosaic ☐ Stone ☐ Full Slab ☐ Other: __________
   

• Sink: Undermount ☐ Farmhouse/Apron Front ☐ Drop-In ☐
   

• Appliance Finish: Stainless ☐ Black ☐ White ☐ Panel-Ready ☐
   

 
5. Bathrooms & Showers

• Shower Style: Walk-In (Tiled) ☐ Insert/Prefab Unit ☐ Tub/Shower Combo ☐
   

• Shower Glass: Frameless ☐ Framed ☐ Curtain ☐
   

• Tile Preferences: Subway ☐ Large Format ☐ Stone ☐ Patterned ☐
   

• Vanities: Single Sink ☐ Double Sink ☐ Floating ☐ Furniture Style ☐
   

• Countertops: Quartz ☐ Granite ☐ Solid Surface ☐ Other: __________
   

 
6. Doors, Trim & Fixtures

• Interior Doors: 2-Panel ☐ 3-Panel ☐ 5-Panel ☐ Barn Door ☐ Other: __________
   

• Trim Style: Modern/Minimal ☐ Traditional ☐ Craftsman ☐
   

• Hardware Finish: Black ☐ Brushed Nickel ☐ Bronze ☐ Brass ☐ Gold ☐
   

• Light Fixtures: Recessed Can Lights ☐ Pendant ☐ Chandeliers ☐ Ceiling Fans ☐
   

 
7. Special Features

• Fireplace: Stone ☐ Brick ☐ Shiplap ☐ Other: __________
   

• Built-ins: Bookcases ☐ Entertainment Center ☐ Mudroom Lockers ☐
   

• Outdoor Living: Covered Patio ☐ Deck ☐ Outdoor Kitchen ☐ Fireplace ☐

 
 

 
Vision Checklist
 
1. Basic Project Information

• What is the project address or property location?
   

• What is your timeline for starting and completing this project?
   

• Do you already own the land/lot, or are you still in the process of purchasing?
   

• Do you have a target budget in mind for the build?
   

 
2. Style & Vision

• What overall style of home are you envisioning? (Farmhouse, modern, traditional, barndominium, etc.)
   

• Do you have inspiration photos, sketches, or a Pinterest/Houzz board you can share?
   

• Are there any must-have design elements (fireplace, open concept, wrap-around porch, etc.)?
   

• Are there features you absolutely don’t want in the design?
   

 
3. Size & Layout

• What is your desired square footage?
   

• How many bedrooms and bathrooms do you need?
   

• Do you want a single-story, two-story, or split-level layout?
   

• Do you need space for an office, playroom, or guest suite?
   

• How do you see your kitchen, dining, and living areas flowing together?
   

 
4. Function & Lifestyle Needs

• Do you need accessibility features (wide hallways, no steps, etc.)?
   

• How important is storage? (pantry, walk-in closets, attic, garage space)
   

• Do you need space for hobbies, a workshop, or outdoor living areas?
   

• Will this be a primary home, vacation home, or rental/investment property?
   

 
5. Exterior & Lot Considerations

• Do you know your lot dimensions, orientation, and topography?
   

• Any specific site features to consider? (Views, trees, slope, lakefront, road access)
   

• Do you already have a site survey or plat map?
   

• Any restrictions from HOA, neighborhood covenants, or city zoning?
   

 
6. Mechanical & Utility Needs

• Do you want a standard HVAC system or something more energy-efficient (geothermal, mini-splits, etc.)?
   

• Where should laundry and mechanical rooms be located?
   

• Do you want gas, electric, or both?
   

• Do you have preferences for plumbing fixture locations (kitchen island sink, outdoor spigot placement, etc.)?
   

 
7. Future & Special Requests

• Do you plan to expand later (add-on rooms, garage apartment, etc.)?
   

• Any smart home features you’d like included?
   

• Do you want built-in cabinetry or custom millwork drawn in?
   

• Any unique requests? (Safe room, wine cellar, loft space, bunk room)
   

 
8. Permits & Builders

• Do you already have a builder or contractor lined up?
   

• Will I be preparing plans strictly for permitting, or for full construction?
   

• Do you know if your project will require engineering stamps (structural, MEP)?