First Name

Last Name

Address

Address (line 2)

State

State

Phone

Your email

Q1 - How did you hear about us?
Notes: (Transactional or Relationship Lead)

Q2 - What type of project are you considering?
Custom Home
Remodel (Home - Townhouse - Condo)
Kitchen
Bathroom
Master Bathroom
Rec-Room
Media Room
Master Suite
Addition
Other

Q3 - Location
What area are you considering building in? Address? Where is your current home?
Notes: Zillow look-up and qualify - Check market and Price range. Builder Market - Google Map - look-up and qualify. Confirm prospect project is in local market area.

Q4 - Location Details
Do you have a lot? Would you be interested in one of our? Would you like help finding and evaluating your ideal lot?
Notes: If applicable, offer the Building on a Lot guide from the builder.

Q5 - Do you have any plans for the project?
Floor plan concept or full set of permit plans.
Notes: Consider offering the My Home Ideas resource document.
Select OneYesNo

Q6 - Do you have an estimated project square footage?

Q7 - Have you ever completed a similar project on a home before?
Select OneYesNo

Q8 - Were you pleased with the outcome of the project?
Select OneYesNoN/A

Q9 - Are you familiar with the Collaborative Method?
Select OneYesNo

Q10 - Have you ever worked with a Design Professional?
Select OneYesNo

Q11 - Have you ever worked with an Architect before?
Select OneYesNo

Q12 - How was your experience working with them? (architect and design professional)

Q13 - What are your expectations regarding your project?

Q14 - Anticipated Start Date

Q15 - Anticipated End Date

Q16 - Have you started collecting information such as photos or selections? Notes: Consider offering the My Home Ideas resource document.

Q17 - Do you have a budget range in mind? Notes: Consider offering the How much does it cost... resource document.

Q18 - Do you have any other questions or comments?

Qualified LeadOpen Lead(best-fit?)Unqualified lead

Builder Representative Comments