H&L
PRE-BUILD PROCESS
How an H&L Client goes through our pre-build process and the seamless handoff from Marketing/Sales to Design Team to Project Manager & Build Crew
STEP 1
LEAD FROM INQUIRY
MARKETING DIRECTOR
Inquiry comes in through H&L Squarespace form. Information is copied in Houzz Pro and a “Schedule a Discovery Call” email (through Houzz Pro) is sent to new lead within 24 hrs.
STEP 2
DISCOVERY CALL
DESIGN DIRECTOR
New Lead schedules a Discovery Call through the link in Calendly (sent via Houzz Pro). Call is approx 15 minutes where we explain what H&L is and what makes us different and gain more of a scope on the prospective project. If a good fit, info is sent to schedule an in-home meeting.
STEP 3
IN-HOME MEETING
CEO, PM & DESIGN DIRECTOR
Goal is to meet client, get thorough scope of the dream project and acquire scans of the space. Go through the Client Handbook and get a good idea of their budget. Answer questions and have enough information to get client a detailed estimate and 2D/3D renderings of the proposed project.
STEP 4
PROPOSAL
CEO
CEO sends proposal to client via Canva video. It contains him explaining details of proposed project via the updated renderings and estimate.
STEP 5
10% DEPOSIT
Client decides they want to book with us and pay a 10% deposit. This gets them a build date on the calendar and it is time to start the design process. Design Director assigns the Design Lead to the project and communicates Design Process Timeline to Client.
STEP 6
DESIGN MEETING
DESIGNER & ASSOCIATE DESIGNER
CEO sends proposal to client via Canva video. It contains him explaining details of proposed project via the updated renderings and estimate.
STEP 7
MOODBOARD
DESIGNER & ASSOCIATE DESIGNER
Moodboards created per design meeting to determine design direction of project.
STEP 8
SELECTIONS
DESIGNER & ASSOCIATE DESIGNER
Once Moodboard is approved, selections are pulled based on Design Direction and their Estimate. They are sent to Client via Houzz Pro. They can “approve” and “decline” and there will be appropriate feedback on selections.
STEP 9
ORDER SELECTIONS
DESIGN DIRECTOR
Design Director orders all final selections. Double checking on quantity and sending tracking information to Associate Designer so it can be logged & tracked by clients via Houzz Pro.
STEP 10
TRACKING & UNBOXING
ASSOCIATE DESIGNER
Associate Designer puts together tracking on Houzz Pro so it can be viewed by both Employees and clients.
Once all items are delivered, Associate Designer heads to delivery location and checks to make sure there are no damages. Logs photos & any notes on Houzz Pro.
STEP 11
PRE BUILD MEETING
CEO, PM, DESIGN DIRECTOR, DESIGNER, ASSOCIATE DESIGNER & BUILD CREW
Group meets on site at project a week prior to build date. Goal: general project overview, answer any client questions. Afterwards, the crew will need to spend some time with PM looking at the worksite and get a solid build plan so they can hit the ground running.
STEP 12
BUILD!
Hand off to PM
PROJECT MANAGER
Project Manager takes over main communication with client during build phase. Will direct questions to Design Direction/Lead Designer as needed. Will communicate for best time or weekly visits from Design Lead.
“This team comes with expertise, craftsmanship, integrity, an innovative approach to their business, and they genuinely care about their clients satisfaction. They stayed true to the timelines created and the agreed budget, showed up daily with awesome crew, and continued to provide solutions if we hit any unexpected changes.”
Who
A full service Design & Build Residential Remodeling firm.
What
We are dedicated to providing a professional and positive experience for our clients.
How
Our team combines expertise, care and candor to ensure that every project is completed to the highest standard while maintaining a welcoming and personable approach.
Where
Right in your home, we bring your vision to life with a seamless process that prioritizes communication and quality,
When
We exist to serve our partners and clients with excellence, honor and generosity, you decide the when!
Why
Our goal as a company is to help our clients love the home they’re in.
A note from Luke & Hannah
“At H&L Design and Build, we set out to revolutionize the renovation process. We are dedicated to providing a professional and positive experience for our clients. Our team combines expertise and care to ensure that every project is completed to the highest standard while maintaining a welcoming and personable approach. Trust us to bring your vision to life with a seamless process that prioritizes communication and quality.”
-Luke & Hannah Thomas