Pre-call brief - team only

Jordan Lee

Hot lead | 67% Analytical Validator / 28% Hands-On Controller

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hot lead

Project type: A new build
Investment: $500K+
Timeframe: In 6 to 12 months
Project stage: Planning and setting a budget
Type of help: Start to finish: you design it and stay involved until the project is complete

Research-driven. Detail-oriented. Evidence-seeking.

Communication: Detailed written follow-ups with specs, comparisons and the reasoning behind each recommendation.
Pacing: Allow time between decisions for review. Send materials ahead of meetings.
Pitch: Structured process with documented decision points; highlight performance and energy expertise.
Watch for: Questions can be misread as distrust
Decisions slow down without supporting evidence
Tip: Bring the data. Treat challenges as engagement, not pushback.

High involvement. Strong ownership. Process-sensitive.

Communication: Regular structured status updates covering budget, timeline, vendors and open decisions.
Pacing: Agree on decision checkpoints up front; keep them visible.
Pitch: Hourly or phased engagement with transparent tracking; position Banfield as a strategic teammate.
Watch for: Friction if they feel excluded from vendor or budget decisions
May second-guess trades or the design team
Tip: Share the plan and the numbers early. Give them clear lanes for involvement.

Show all answers

When a big decision lands on your plate, you usually...: Research until I'm confident I understand every option
How involved do you want to be in the design process?: Walk me through the details and the why behind them
We show you a design that's quite different from what you pictured. Your first reaction?: Interesting. Tell me why it works better.
What makes you feel confident during a big project?: Knowing exactly where the budget is going; Understanding the reasoning behind each choice
Important question first: how do you take your coffee?: Pour-over. Beans weighed. Timer running.
What does home mean to you?: Home is where everything has a reason to be where it is. We want a house that performs well for decades: good air quality, low energy bills, materials that age well, and a layout we have actually thought through rather than inherited. We have read a lot about Passive House and want to understand the trade-offs.
What are you dreaming up?: A new build
When would you love to get started?: In 6 to 12 months
Roughly what investment feels comfortable for this project?: $500K+
What stage is your project at right now?: Planning and setting a budget
What kind of help are you looking for?: Start to finish: you design it and stay involved until the project is complete
Anything else we missed?: (skipped)