Welcome and thank you for allowing us to work with you on your home. The first step on this journey is the client onboarding phase. Here we will gather all the necessary information we will need to deliver you an exceptional product. The onboarding process includes two items.
The first is an onboarding questionnaire and the second is a checklist for you to have so that you can track the progress or your project.
Additionally, we use a program called CoConstruct to collaborate with our clients. You will receive an invite to join your project as the client. This is where all documents and correspondence will take place. If you have any questions about this program, please do not hesitate to ask me.
Thank you again. We are very excited to start creating your space!
Scroll down to view the onboarding form and the checklist.