Pre-call brief - team only

Casey Nguyen

Warm lead | 64% Cautious Reassurance Seeker / 36% Hands-On Controller

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warm lead

Risk-sensitive. Thoughtful. Needs confidence and validation.

Communication: Warm, plain-language updates with no jargon. Explain what happens next and why.
Pacing: Smaller decisions spread out; check in often. Avoid presenting too many possibilities at once.
Pitch: Guided process with clear milestones, cost transparency and predictable check-ins.
Watch for: Too many options causes shutdown
Third-party opinions (trades, family) can override decisions
Needs trust built before letting go of their own plan
Tip: Build trust before design. Name the next step at the end of every interaction.

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.

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When a big decision lands on your plate, you usually...: Talk it through with the people in my life first
How involved do you want to be in the design process?: Hands on. I want a say in selections, vendors and budget.
We show you a design that's quite different from what you pictured. Your first reaction?: A little nervous. I'd rather stay close to what I imagined.
What makes you feel confident during a big project?: Always knowing what happens next; Being involved in the details
Important question first: how do you take your coffee?: My usual order, at my usual spot
What does home mean to you?: Somewhere the kids can grow up and my mom can come stay with us.
What are you dreaming up?: A renovation
When would you love to get started?: Yesterday (in the next 3 months)
Roughly what investment feels comfortable for this project?: $100K
What stage is your project at right now?: Planning and setting a budget
What kind of help are you looking for?: Not sure yet: help me figure out what I need
Anything else we missed?: (skipped)