Concierge
Homeowners
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Pre-Visit Preparation
Know the project before you knock. Review the Remi brief in the driveway before approaching the door.
📋 Remi Intake Brief
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Pre-Visit Checklist ▾
Reviewed homeowner name(s) and decision makers
Reviewed project type and full scope summary
Reviewed SoulMap archetype — communication approach ready
Reviewed budget signal and readiness level
Reviewed timeline expectations and urgency
Reviewed key risks Remi flagged
Reviewed photos shared in conversation
Confirmed whether both decision makers are expected today
Tape measure — ready
Laser measure — charged and ready
iPad — charged, this tool open
Agenda sent to homeowner the day before
Arrival & First Read
Your eyes are already working before you ring the doorbell. Capture four quick observations — these feed the Clarity Package.
Driveway Read ▾
Entry Read — First 30 Seconds ▾
📷 Photo prompt: Take exterior photos from the driveway — front elevation, driveway, entry. These are the "before" baseline for the Clarity Package.
The Sit Down
Deepen what Remi started. Remi already broke the ice — you are not starting from scratch. Your job is to confirm and go further.
Conversation Checklist ▾
Warm connection — used their name, referenced Remi conversation naturally
Confirmed project summary — "Remi told me X, is that still the direction?"
Both decision makers present (or noted if absent)
Showed agenda — told them what the next 90 minutes looks like
Surfaced second decision maker's priorities if not captured by Remi
Sit Down Notes ▾
💡 Use the transition line: "Okay — I'm going to quit talking now and lock in and really get to know this space. I'll have questions after."
The Assessment
Listen, measure, inspect, document. No selling. Just seeing clearly. Move through the space systematically.
📷 Photo protocol: Photograph every space involved — multiple angles. Every condition. Every risk flag. These are the permanent "before" record.
Universal Assessment — Every Visit ▾
Photographed every space involved — multiple angles
Photographed existing conditions — what's there, what's staying, what's going
Noted flooring type and condition throughout affected areas
Noted trim condition — baseboard, casing, crown if present
Noted natural light — window placement, size, direction
Noted traffic flow — how people move through this space
Checked for moisture signals — staining, soft spots, odor, discoloration
Noted home age and visible construction era
Identified permit history signals — additions, previous work quality
Infrastructure Flags ▾
Space Measurements ▾
Length
Width
Ceiling
Conditions, Flags & Field Notes ▾
The Close
Leave them clear on what you found, what you don't know, and exactly what happens next. This is not a sales pitch.
Close Conversation Checklist ▾
Shared what you found — summarized scope from the visit
Named the unknowns — what requires demo to determine
Confirmed budget reality — does scope align with their number
Used Three Tier Framework if scope/budget needed reframing
Confirmed timeline feasibility
Named the risks — plain language, no alarm
Set next steps with precision — who does what, when
Did NOT overpromise
Close Notes ▾
Pre-Departure Quality Check
Do not leave until this is complete. Sit in your car and run through this checklist. If anything is missing, go back.
The Four Questions ▾
Did I get every measurement I need for this scope?
Did I photograph every condition, every space, every risk flag?
Did I overpromise anything in the close conversation?
Are next steps crystal clear — do they know exactly what happens next and when?
10 Pillars Completeness Check ▾
1
Scope is defined
What's in, what's out, what's undecided
2
Budget reality is addressed
Range, tier, what drives the number
3
Timeline is realistic
Lead times, permit time, sequence
4
Risks are named
What could surprise them, what's unknown
5
Design direction is captured
Style, finish level, anchor piece
6
Decision points are identified
What needs to be decided and when
7
Contractor requirements are noted
Skills needed, specializations
8
Lifestyle impact is acknowledged
Disruption, sequencing, living through it
9
Next steps are defined
Who does what, in what order
10
The homeowner feels clear
Not sold, not overwhelmed — clear
Clarity Package
Generate the Clarity Package when you're ready. Claude will write all nine sections from the Remi intake plus your field visit notes.
Ready to Generate?
The package pulls from the full Remi intake and your field visit notes. Make sure all nine sections of your visit are complete before generating.