Pre-call brief - team only

Morgan Davis

Warm lead | 90% Hands-On Controller

Contact

Email
morgan.davis@example.com
Phone
604-555-0105
Site
500 Mock Blvd, Surrey, V3T 0A5

Lead

warm lead

Project type
A renovation
Investment
$250K
Timeframe
In 6 to 12 months
Project stage
Already under construction with a builder
Type of help
Design, then hand-off: you create the design and plans, then my own contractor takes it from there

Client type

How to work with them

Hands-On Controller (90%)

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.

Behaviour

Answers

Show all answers
When a big decision lands on your plate, you usually...
Map out every step and keep an eye on it myself
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?
I'd want to compare it side by side with my original idea
What makes you feel confident during a big project?
(skipped)
Important question first: how do you take your coffee?
(skipped)
What does home mean to you?
(skipped)
What are you dreaming up?
A renovation
When would you love to get started?
In 6 to 12 months
Roughly what investment feels comfortable for this project?
$250K
What stage is your project at right now?
Already under construction with a builder
What kind of help are you looking for?
Design, then hand-off: you create the design and plans, then my own contractor takes it from there
Anything else we missed?
(skipped)