Client name: project

Sessions
13

The process in detail

01

1. 🧑🏼‍💼 Project details

10 steps
  1. 1

    💬 Tell us about your project.

  2. 2

    📂💼 Do you have any documents that you can share with us?

  3. 3

    Who will be using the space?

  4. 4

    📍 Site & Context

  5. 5

    Do you have a preferred style or reference (e.g., modern, rustic, minimalist)?

  6. 6

    What’s the story behind how the company was founded?

  7. 7

    When would you like to start? What's your timeline?

  8. 8

    Is there anything else you’d like to comment on, mention, or ask us?

  9. 9

    Additional team notes

  10. 10

    First Proposal & Site Feasibility Checklist

Read the full text
1. 💬 Tell us about your project.
•What is the purpose of this project?
•What are your goals for the space? 💬
Write a note
2. 📂💼 Do you have any documents that you can share with us?

Floor plans, sketched, pictures, etc

Upload files or add links
3. Who will be using the space?

Are there any specific needs (e.g., accessibility, noise reduction, privacy)?

Write a note
4. 📍 Site & Context
•Where is the project located? 📍
•Are there any constraints we should know about (e.g., zoning, neighbors, environmental conditions)?
•Do you already have a site or are you still exploring options?
Write a note
5. Do you have a preferred style or reference (e.g., modern, rustic, minimalist)?
Choose one or more
  • Art Deco Art Deco interior design, which flourished in the 1920s and 1930s, is renowned for its bold geometric patterns, rich colors, and luxurious materials.
  • Victorian Architecture Named after Queen Victoria's reign, this 19th-century style is eclectic, incorporating elements from various periods and featuring ornate detailing, asymmetry, and
  • Neo-classical Developed in the mid-18th century as a reaction to Baroque excesses, it draws inspiration from classical antiquity, emphasizing simplicity and elegance.
  • Modern Architecture Emerging in the early to mid-20th century, modern architecture emphasizes function, simplicity, and the use of new materials like steel and glass, rejecting ornamentation.
  • Post-modern Postmodern interior design emerged in the late 20th century as a vibrant counter-movement to the minimalism of modernism, embracing eclecticism, bold colors, and playful forms.
  • Rustic interiors & architecture Rustic interior design emphasizes a natural, aged, and organic aesthetic, creating spaces that are warm, cozy, and inviting. This style incorporates elements inspired
  • Scandinavian design Originating from the Nordic countries of Denmark, Norway, and Sweden, is renowned for its emphasis on simplicity, functionality, and natural beauty.
  • Other styles.
6. What’s the story behind how the company was founded?
Write a note
7. When would you like to start? What's your timeline?
Write a note
8. Is there anything else you’d like to comment on, mention, or ask us?

Our team will review your request and all the information provided, and we’ll contact you to schedule a meeting or request additional details.

Add notes
9. Additional team notes

How do you perceive the client? What are the barriers do you see? What are the next step?

Write a note
10. First Proposal & Site Feasibility Checklist

Synthesize all client notes and inputs from this architecture questionnaire into a comprehensive 2-3 page First Proposal and Site Feasibility Checklist.

Upload files or add links
02

3.1. Proposal 001

4 steps
  1. 1

    Esta es la propuesta inicial.

  2. 2

    Here is all the documentation.

  3. 3

    What could be improve or removed?

  4. 4

    Based on the conversation and the documentation provided, let’s meet to discuss it further. Here is our calendar to schedule a meeting with us.

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1. Esta es la propuesta inicial.

[ Description ]

•Initial layout: [Add]
•Orientation and other details: [Add]
•Style: [ Add]

How do you feel about this initial proposal?

Choose one
  • Option 1
  • Option 2
  • Option 3
  • Option 4
  • Option 5
  • Option 6
2. Here is all the documentation.
Upload files or add links
3. What could be improve or removed?
Add notes
4. Based on the conversation and the documentation provided, let’s meet to discuss it further. Here is our calendar to schedule a meeting with us.

Location:

[ Add address ]

Choose one
  • Click here to schedule a meeting.
03

📅 Meetings-Notes

2 steps
  1. 1

    Meeting Notes.

  2. 2

    To-do list

Read the full text
1. Meeting Notes.
Add notes
2. To-do list
Add tasks
04

1.B.Feasibility Study & Site Analysis

12 steps
  1. 1

    ✅ Zoning & Legal Constraints

  2. 2

    Are there any required permits or approvals from local authorities?

  3. 3

    🏢 Project Scope & Use

  4. 4

    💰 Financial Viability

  5. 5

    📆 Timeline

  6. 6

    📐 Site Dimensions & Topography

  7. 7

    ☀️ Climate & Orientation

  8. 8

    🛣️ Access & Circulation

  9. 9

    🌱 Environmental Conditions

  10. 10

    📡 Utilities & Infrastructure: Are electricity, water, sewage, and telecoms easily accessible?

  11. 11

    📡 Utilities & Infrastructure: Will upgrades or connections be needed?

  12. 12

    Additional observations/comments.

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1. ✅ Zoning & Legal Constraints

What are the zoning regulations for this site (e.g., permitted uses, setbacks, building height, density)? Select the ones that apply.

Choose one or more
  • Permitted uses are required
  • Building height limitations
  • Density zone
  • Heritage restrictions apply
  • Considered as a protected zone
  • These don't apply 👍
2. Are there any required permits or approvals from local authorities?

If yes, please add those here.

Upload files or add links
3. 🏢 Project Scope & Use
Choose one
  • 🏠 Residential
  • 🏦 Commercial
  • ⛪ Institutional
  • 🌆 Mixed-use
4. 💰 Financial Viability
•What is the total project budget?
•Is the budget aligned with the size and complexity of the project?
•What are the potential costs of land preparation, construction, consultants, permits, etc.?
•Is the project financially viable for the client or investor?
Write a note
5. 📆 Timeline

Is the client’s timeline realistic for approvals, design, and construction? Are there known delays or seasonal constraints in the region? Indicate if the timeline is feasible or not and leave a note for additional information.

Choose one
  • Yes
  • No
6. 📐 Site Dimensions & Topography

terrain flat, sloped, or irregular?🗻🏔🧱🏗

Choose one or more
  • Terrain flat
  • 🗻 Terrain sloped
  • 🏔 Terrain irregular
  • 🏗 There is an existing building/s
  • 🧱 There is infrastructure on the site
7. ☀️ Climate & Orientation
•Where does the sun rise and set in relation to the site?
•How can natural light and ventilation be optimized?
•What are the dominant wind directions?
Write a note
8. 🛣️ Access & Circulation
•How can vehicles and pedestrians access the site?
•Are there existing roads, paths, or transportation links?
•What are the best entry/exit points?
Write a note
9. 🌱 Environmental Conditions
•Are there trees, water bodies, or other natural features to preserve or work around?
•Are there flooding risks, soil issues, or contamination concerns?
•Are there sustainability opportunities (e.g., rainwater harvesting, solar gain)?

Select the ones that apply.

Choose one or more
  • Trees 🌳🌳🌳
  • Water bodies 🏝
  • Other natural features to preserve or work around 🌪
  • Flooding risks 💧💧💧☔
  • Soil issues
  • Contamination concerns 🌫
  • Sustainability opportunities 🫑🍐
10. 📡 Utilities & Infrastructure: Are electricity, water, sewage, and telecoms easily accessible?
Choose one
  • Yes
  • No
11. 📡 Utilities & Infrastructure: Will upgrades or connections be needed?
Choose one
  • Yes
  • No
12. Additional observations/comments.
Add notes
05

2. Mood board

06

2.1 Initial sketches - internal feedback

07

3.B. Floor plans & materials - Feedback

08

4. Planning Permission Checklist

1 step
  1. 1

    ✅ Tareas

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1. ✅ Tareas
Add tasks
09

2.2. Surprises & Unforeseen Risks

3 steps
  1. 1

    What are the possible surprises, unforeseen problems at the site, material shortages, or contractor errors?

  2. 2

    Discuss ways to mitigate these risks. Add your suggestions here.

  3. 3

    Tasks to mitigate some of these risks.

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1. What are the possible surprises, unforeseen problems at the site, material shortages, or contractor errors?

Mark with a 🔴 red dot the ones that are very likely and highly risky, and the ones that are high risk as well with 🟡 a yellow dot, so that you can later explore how to mitigate them?

Add sticky notes
2. Discuss ways to mitigate these risks. Add your suggestions here.
Write a note
3. Tasks to mitigate some of these risks.
Add tasks
10

4.B. Construction documents (finals)

2 steps
  1. 1

    📐 Technical drawings

  2. 2

    🪜 Construction Documents

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1. 📐 Technical drawings

🔨🔩📐Very detailed technical drawings are produced for contractors.

Upload files or add links
2. 🪜 Construction Documents

🪜Specifications for materials, dimensions, and finishes.

Upload files or add links
11

3. Moodboard: Details & Materials

4 steps
  1. 1

    Share your ideas, pictures, etc

  2. 2

    Choose the materials and colours for the office.

  3. 3

    Choose the floor.

  4. 4

    Add any additional comments or notes here.

Read the full text
1. Share your ideas, pictures, etc
Upload images
2. Choose the materials and colours for the office.
Choose one or more
  • Wood materials with some black frames and details and grey interiors. Dark blue pop up color.
  • Grey colours with some blue.
  • Wood or sand colors with mostly grey backgrounds and materials.
  • Warm - earth colours
  • Grey, Green and White
  • Yellow and Terracota
  • Earth and vibrant colours
3. Choose the floor.
Choose one or more
  • Hardwood floors are still a popular choice for many homeowners due to their classic look and durability.
  • Tile floors are another popular option, especially for kitchens and bathrooms.
  • Vinyl floors are a more affordable option than hardwood or tile.
  • Carpet floors are a popular choice for bedrooms and other living areas.
  • Concrete floors are becoming increasingly popular in modern homes.
  • Cork floors are another eco-friendly option.
  • Terrazo (fun, and bold)
  • Large porcelain tile
  • Mosaics
4. Add any additional comments or notes here.
Add notes
12

1.1. Client Agreement

3 steps

Review the final architectural design proposal and scope of work, record your formal approval, and upload your signed agreement so we can schedule project kickoff.

  1. 1

    📄 Review Proposal & Scope Summary

  2. 2

    ⚖️ Approve Architectural Proposal

  3. 3

    ✍️ Upload Signed Contract

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1. 📄 Review Proposal & Scope Summary

Please review the complete architectural proposal and contract terms for [project name]. Key scope elements included in this agreement:

•Design phases: Feasibility review, concept sketches, planning permission drawings, and final construction packages.
•Milestones & deliverables: Formal design review checkpoints, milestone approvals, and municipal submission packages.
•Commercial terms: Agreed fee schedule, payment milestones upon delivery, and standard scope adjustment procedures.

Examine the attached proposal document thoroughly before moving to the approval step. If anything requires clarification before signing, leave a note below.

Upload files or add links
2. ⚖️ Approve Architectural Proposal

Record your formal verdict on the presented design proposal and scope terms.

Your approval confirms alignment on the project scope, estimated schedule, and commercial deliverables outlined in the contract package.

Choose one
  • Approve
  • Request changes
  • Decline
3. ✍️ Upload Signed Contract

Upload your fully executed, countersigned contract agreement (PDF format preferred).

Ensure all signature fields, dates, and client acknowledgement schedules are complete so our project team can formally lock in our design timeline and allocate studio resources.

Upload files or add links
13

1.2. Welcome

6 steps

Welcome to the project! Please review your contract documentation, meet the project design team, review how we manage scope changes, and confirm our communication rhythms so we can schedule our official kickoff meeting.

  1. 1

    Internal To-Do

  2. 2

    📄 Access Executed Agreement

  3. 3

    👥 Meet Project Team

  4. 4

    📋 Acknowledge Scope Change Protocol

  5. 5

    💬 Confirm Communication Rhythms

  6. 6

    🚀 Book Kickoff Meeting

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1. Internal To-Do
Add tasks
2. 📄 Access Executed Agreement

Welcome to the studio! We are thrilled to partner with you on bringing your project to life.

For your permanent records and easy reference throughout design and construction, your signed agreement and the finalized scope proposal are linked below.

•Proposal 001: Detailed architectural phases, deliverables, and fee schedule
•Executed Client Agreement: Professional services contract, standard terms, and liability limits

Review your copies and download them if needed for your external archives.

Upload files or add links
3. 👥 Meet Project Team

Here are the core members of your design and delivery team who will guide your project from concept through construction administration:

•Lead Architect / Project Director: Oversees design direction, municipal planning submissions, and overall project governance. Direct contact: [architect-email@firm.com]
•Project Manager: Your daily point of contact for schedules, consultants, budget tracking, and deliverables. Direct contact: [pm-email@firm.com]
•Interior & Architectural Designer: Leads spatial layouts, 3D visualizations, material palettes, and fixture selections.

Add any immediate questions or notes for the team below, or indicate any key representatives from your side (such as an owner's representative or co-client) we should loop into correspondence.

Choose one or more
  • 🦸‍♀️ Name Role Email@gmail.com
  • 🦸‍♀️ Name Role Email@gmail.com
4. 📋 Acknowledge Scope Change Protocol

Transparent budget and timeline management requires clear boundaries around scope. We prepare and issue an Additional Services Request (ASR) before any out-of-scope work begins.

Common ASR triggers include:

•Post-Signoff Revisions: Requesting design changes after a milestone or phase has been approved (e.g., modifying structural layouts after schematic sign-off).
•Extra Deliverables: Additional 3D photorealistic renderings, physical study models, or bespoke investor presentations outside the contracted scope.
•Project Delays: Timeline extensions driven by client reviews, municipality processing, or third-party consultants beyond contracted durations.
•Unforeseen Site Realities: Hidden structural, geotechnical, or zoning conditions requiring engineering redesigns not originally budgeted.

Select your acknowledgment below to confirm you understand how out-of-scope additions are authorized.

Choose one
  • ✅ I understand and agree to the ASR scope protocol
  • 💬 I have reviewed the protocol but have questions before acknowledging
5. 💬 Confirm Communication Rhythms

Smooth architectural delivery depends on clear, consistent communication channels without misplaced requests.

Our standard studio response standards:

•Primary Communication Hub: Dedicated Nova project space and email for all formal design documentation and milestone sign-offs.
•Response Windows: Non-urgent inquiries are answered within 1–2 business days. Emergency site issues receive same-day priority.
•Rhythm Check-ins: Weekly or bi-weekly standing virtual meetings during active design phases.

Select your team's preferred weekly meeting cadence and communication style below, and add any specific scheduling restrictions in the comment box.

Choose one
  • 📅 Weekly standing video check-in (30 min)
  • 🗓️ Bi-weekly standing video check-in (45 min)
  • ✉️ Async written progress updates with ad-hoc milestone calls
6. 🚀 Book Kickoff Meeting

With the legal and operational foundations set, let's schedule our official Kickoff Workshop.

In our kickoff session, we will align on:

1.Detailed review of the site analysis and feasibility findings
2.Detailed programming requirements and room-by-room lifestyle priorities
3.Phase 1 milestone calendar and municipality submission target dates

Use the booking link below or indicate your top two preferred timeslots this week (Tuesday to Thursday, 10:00 AM – 4:00 PM) to lock in the kickoff.

Choose one
  • 📅 [Link to Studio Kickoff Calendar / Calendly Booking Page]