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Client Presentation Process


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#1 Mark Beard

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Posted 03 March 2021 - 08:44 PM

Hi all.  Exciting to see all the "help wanted" and "looking for SP user" posts recently, I hope that means everyone is staying really busy!!

 

Just wanted to see if anyone would share general insight on how they typically handle their first "presentation" of work to clients when designing a custom home.  In other words, how far and/or polished have you gotten your overall design when you show clients your "first draft"?  Do you ever get feedback on the 1st floor before moving upstairs and/or roof?  Or do you come in with a full house modeled (roof and exterior more or less).  I know this might vary wildly depending on how much info the client may or may not have provided up front and the complexity of the home.

 

For us, we typically have a fairly well built model of the whole house (more or less) to show overall massing, with fully dimensioned floor plans for our Conceptual Review.  Sometimes, we may include an annotated front elevation to show heights, but have found better detailed 3D views typically capture (and keep) the client's attention.  However, I often wonder if we spend too much time modeling on the front end, even though I know that is the huge benefit of SP before we create any detailed working drawings.

 

Hope this makes sense!  Just curious.

 

Thanks,       

 

Mark


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#2 Allen McDonnell

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Posted 04 March 2021 - 08:28 AM

Preliminary draft.  Roof plan, foundation (shell only), FF, SF, Site, renderings.  I do that 90% of the time....

 

At that point the model is built...and its just easy (typically) touch ups from there.

 

 

I use zoom now for all my virtual meetings.  Lately (with builder accounts) i will do a quick zoom call and we will look at the model.  in L or SP.  that  has helped a ton with those little things.



#3 Doug Stephenson

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Posted 04 March 2021 - 09:20 AM

Good morning.

It is best for me to verify the first floor layout with all openings.

If foot print is revised, then I'm not creating more work for myself.

After that then elevations.

3d has caused more headaches than benefits due time involved. (change this color etc..)

All are bare minimum without required notes.

Doug


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#4 Keith Almond

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Posted 04 March 2021 - 11:12 AM

We start with a floor layout without exterior openings. Once the layout is somewhat agreed, then we add openings and provide 3D renders. We don't give any elevations as such until we do the construction drawings.


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#5 Heath Foster

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Posted 04 March 2021 - 01:05 PM

I do a room layout that shows room names and room sizes, sq ft, usually first floor only. Then make changes send updated room layout including upstairs. Once that is finalized I send the 3d model. Make any changes to the model and when it is finalized I do the finished plan set with elevations, floor plans, foundation, etc.

I explain the steps in the initial meeting and show them examples so they know what to expect.

#6 David Zawadzki

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Posted 04 March 2021 - 03:34 PM

There might be some helpful information in this video

 

https://youtu.be/vlLvi2q5M3w


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Award winning Design+Builder with over 40 years of construction experience. Homes built in Michigan, Utah and Idaho. Construction projects in CA, AZ, NV, ID, UT, NE, MO, NM, FL, GA, NY, and MI.

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#7 Joseph Smith

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Posted 04 March 2021 - 05:55 PM

Dang man!...I was rolling watching that video, reminded me of me, so glad i dont draw for the man anymore....Thanks for sharing!


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#8 Allen McDonnell

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Posted 04 March 2021 - 06:02 PM

There might be some helpful information in this video

 

https://youtu.be/vlLvi2q5M3w

I needed that.  Thanks for sharing.  


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#9 Mark Petri

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Posted 04 March 2021 - 09:04 PM

So true and funny!


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#10 Brian Berzinskis

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Posted 09 March 2021 - 09:20 PM

At the first meetings I usually present the floor plans and a front elevation. The floor plans have all the room sizes and the overall square footage of each floor. I usually do show openings for clarity but I place them where I think and I tell the home owner that it is not important to go over the size of the openings quite yet. The front elevation is just to give them the idea of the curb appeal and get them to start talking about what they would like the exterior to look like. Also I tend to overlay my footprint on their survey to give them an idea of how it sits on the property and sometimes print the footprint on a separate transparency for the meeting so that they can move it around on the lot. Just to get them to start thinking about the connection to the exterior.
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#11 Mark Beard

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Posted 10 March 2021 - 09:25 AM

Thank you all for sharing.  Nice to hear how others handle different phases.


Mark Beard

LifeStage Home Designs
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Your future is in our plans

 


#12 Harlon Suttle

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Posted 10 March 2021 - 09:28 AM

OMG....truer words were never spoken....spot on...but...after 50 plus years of building, I still find myself driving by projects that I help construct ....and I have lived long enough that some have been demolished and something newer built....ouch...getting old is very easy and mostly fun.....but.....being old is neither....thus I continue to develop my hobby and hope to never BE old....a new project still gets my creatitive blood flowing....this business has sure seen a lot of changes....from using a thumb nail to make "hidden" contol lines for text on vellum....to a life like 3d video....it has been on hell'va of a great trip...

Buddy

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#13 David Zawadzki

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Posted 10 March 2021 - 09:55 AM

Here is what I have right from my design agreement:
 
SCHEMATIC DESIGN
 
Based upon the mutually agreed upon program and layout established in the Initial Meeting, the Designer shall prepare a set of schematic design documents for review by the owner.  These documents shall include basic floor plans and a front elevation, as well as any specific information requested by the owner and agreed to by Designer in the Initial Meeting.  These are usually hand drawings showing overall layout, room sizes and adjacencies.
 
Additional schematic designs requested by the owner will be billed on an hourly basis as Additional Services per Article 6.
 
 
DESIGN DEVELOPMENT PHASES
 
The owner and Designer will review the drawings and discuss changes, options, questions or general concerns they may have regarding the design. The Designer will then prepare a set of CAD documents showing the modified floor plans, elevations and electrical layouts.
 
Additional design revisions requested by the owner will be billed on an hourly basis as Additional Services per Article 6.
 
 
CONSTRUCTION DOCUMENTS
Based on the approved Design Development Documents the designer shall prepare the final construction documents consisting of a complete set of the following documents, floor plans, all elevations, typical details and sections, foundation plans, electrical layouts, framing plans, and roof plans in a PDF file(s).
 
Upon final approval of the design the production of the plans shall take approximately 30 business days to complete.

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