Pre-call brief - team only

Alex Morgan

Hot lead | 80% Decisive Delegator

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hot lead

Project type: A renovation
Investment: $200K
Timeframe: In 3 to 6 months
Project stage: Ready to get started
Type of help: Start to finish: you design it and stay involved until the project is complete

Fast decision-maker. Comfortable delegating. Outcome-focused.

Communication: Short, decisive emails with a clear recommendation and next step. Bullet points, not essays.
Pacing: Fewer, tightly agendaed meetings. Present two strong options, not a range.
Pitch: Full-service package where Banfield owns the process end to end.
Watch for: Disengages if meetings feel unnecessary
May approve quickly and want to revisit later if not briefed on consequences
Tip: Lead with the outcome and timeline. Respect their time from the first call.

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When a big decision lands on your plate, you usually...: Find someone who knows their stuff and go with their call
How involved do you want to be in the design process?: Show me the finished plan. I trust you.
We show you a design that's quite different from what you pictured. Your first reaction?: Great, that's why I hired you
What makes you feel confident during a big project?: A clear recommendation from someone experienced; Knowing exactly where the budget is going
Important question first: how do you take your coffee?: Black, in a travel mug, already out the door
What does home mean to you?: Calm. Somewhere that just works.
What are you dreaming up?: A renovation
When would you love to get started?: In 3 to 6 months
Roughly what investment feels comfortable for this project?: $200K
What stage is your project at right now?: Ready to get started
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)