What’s Included

Initial Project Consultation & Site Visit

• Initial consultation to discuss your project goals, priorities, concerns, budget, and overall vision

• One local site visit to walk the property and better understand the existing conditions and project expectations

• Discussion about what the homeowner is looking to accomplish and any preferences for finishes, materials, layout changes, or upgrades

• General review of visible project conditions and possible areas of concern

• Photos and project notes taken during the walkthrough for planning and coordination purposes

• General guidance on realistic project expectations, possible challenges, and common renovation issues homeowners should prepare for

Project Scope Development & Planning

• Help organizing and understanding the likely scope of work needed for the project

• Assistance identifying which trades or contractors may be needed based on the project scope

• Recommendations on project order and sequencing to help avoid unnecessary delays or rework

• Discussion about possible hidden conditions or unforeseen costs that may arise during construction

• General guidance on realistic budget expectations based on project size and finish level

• Suggestions on where homeowners may be able to save money without significantly affecting the final result

• Recommendations on materials or items homeowners may be able to purchase directly themselves if appropriate

Contractor Coordination & Quote Collection

• Coordination with contractors during the preconstruction phase

• Assistance scheduling contractors to review the project if site visits are needed

• Communication with contractors regarding the general scope of work and homeowner goals

• Coordination of quote collection from the necessary trades or service providers

• Organization of contractor proposals and pricing as they are received

• General follow-up with contractors during the quote gathering process when needed

Quote Review, Project Overview & Next Steps

• Side-by-side comparison of contractor quotes when applicable

• Review of pricing differences, exclusions, allowances, or missing scope items

• Identification of possible red flags, confusing wording, or unrealistic pricing

• General discussion about contractor communication, responsiveness, and professionalism

• Presentation of the different trade pricing and overall project considerations

• Discussion about possible permits or approvals that may be needed based on the project scope

• General discussion about expected project scheduling and construction timelines

• Guidance on questions homeowners should ask contractors before signing agreements or making deposits

• Recommendations on next steps before construction begins

• Follow-up planning summary with contractor information, notes, recommendations, and project guidance

Best For

• Homeowners who do not know where to start

• Busy homeowners who do not have time to coordinate multiple contractors

• Kitchen, bathroom, flooring, roofing, exterior, or larger home renovation projects

• Homeowners wanting a more organized and guided preconstruction process

• Home renovators wanting additional support before construction begins

• Clients wanting help gathering contractor pricing without managing the process themselves

Not Included

• Acting as the General Contractor

• Construction management or daily site supervision

• Managing contractors during active construction

• Direct supervision of subcontractors or workers

• Guaranteeing contractor pricing, schedules, workmanship, or project outcomes

• Architectural or engineering services

• Permit filing or permit expediting

• Legal contract review or legal advice

• Detailed construction drawings or design services

• Ongoing project support after construction begins unless separately agreed upon