Discovery Conversation
Sarah & Mark Brown
Let's get acquainted.
This is an initial conversation to understand what Sarah and Mark are considering, what matters to them and whether we're a good fit to take the next step together.
Keep this light and conversational.
What brought you here?
What are you considering? Let them tell the story in their own words.
Tell me a little about what you're hoping to achieve
Why are you thinking about building? What would your next home do better? What's important to you?
Where are you up to?
Select whichever feels closest.
Property
What's your current property or land situation?
Project type
Property / land status
Property address / Estate / Lot
If a specific property or lot is known.
Property notes
Anything useful mentioned during Discovery.
Investment & timing
Have you given much thought to the investment you're comfortable making?
Is there any timing you're working towards?
Who should be involved?
A reminder to identify anyone else who should be part of the journey.
Sarah Brown
Primary contact
Mark Brown
Partner
What we already know
Don't ask them to repeat what they've already told us.
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Quick notes for the call
- Be yourself and have a natural conversation
- Listen more than you talk
- Understand what's important to them
- Explain how we work and what to expect
- See if we're a good fit to take the next step
My key takeaways
Your main impressions from the conversation.
Mutual Fit Reflection
Factual observations about whether we can genuinely meet their needs. Not a score, a label or a red-flag rating on the homeowner.
How well our process fits their goals
Anything that may need extra attention
Overall sense of fit
Private to you — not shown to Sarah & Mark. Prototype only.
Where to from here?
Record the outcome of the Discovery Conversation.
Note: a successful Discovery Conversation does not automatically release Homeowner Preparation. Preparation is released once a Consultation is actually booked.