✅ 1. Client-Facing Questionnaires
A. Pre-Meeting Discovery: "Let’s Dream a Little"
A short, elegant online form to uncover lifestyle, emotional goals, and style preferences.
Sections:
Who You Are (basic contact info, household makeup) How You Live (lifestyle vision, ideal weekend, entertaining habits) What You Love (photo links, favorite materials or places) Site & Practical Notes (timeline, challenges, existing site plans) B. In-Person Design Dialogue Guide
A printed or tablet-based guide the designer uses to walk through the site and host a collaborative session.
Structure:
Arrival Notes (key views, access points, site movement) Experiential Zones (coffee spot, hosting area, kids’ play, spa escape) Spatial Preferences (sun vs. shade, connection to home) Material & Sensory Preferences (palette review, samples) Feature Prompts (fire, water, lighting, sound) Sketch Space (for live drawings and notes) C. Final Design Confirmation Form
Signed document before DocuSign or hand-off to permitting/engineering.
Checklist Format:
Pool/Spa dimensions, depths, finish material choices Lighting and automation decisions Drainage, fencing, HOA info Budget confirmation and phasing agreement Maintenance & care expectations 🎨 2. Branded Presentations
Each phase will have a corresponding slide deck for internal or client use.
Deck 1: “Designing the Dream” (Pre-Meeting to Inspire Clients)
Intro: What makes our process unique Our Promise: Custom, lifestyle-first design Vision Starter: Moodboard examples, project images What to expect in your first design meeting Deck 2: “Design Dialogue” (Used during the in-person meeting)
Plan layers: Site, zones, flows, layout Material palette boards (tiles, wood, metals, lighting) Precedent project studies Interactive sketch slides or tablet markup overlay Example layouts (L-shape, multi-zone, fire+water combos) Deck 3: “Final Design Reveal”
Site plan and 3D rendering walk-through Annotated feature callouts (sun shelf, spa jets, kitchen layout, etc.) Lighting/automation diagram Budget and phasing visual 🧩 3. Internal Workflow Docs
I’ll draft these as a Coda-style wiki or team SOPs:
A. Project Timeline with Questionnaire Touchpoints
Week 0: Pre-Meeting form sent Week 2: In-person design meeting (guided dialogue form) Week 6–8: Final Design Sign-Off checklist due Week 9+: Engineering, Permitting, and Construction Docs B. Designer Prep Guide for Each Meeting
What to review before first meeting (survey, site plan, notes) What materials/samples to bring How to structure conversation (emotional → functional → technical) What decisions must be captured before advancing to next stage 
