Start with information that can be used

A floor plan, current site photos and a rough scope move the first discussion beyond general ideas. They help show the property type, current layout, visible conditions and the areas that need attention.

For landed homes, include exterior views, roofline concerns, drainage issues and known leaks. For condos, include the management renovation guide when it is available.

Clarify the household and priorities

Explain who will use the space, what does not work today and which improvements matter most. Children, elderly family members, pets, work-from-home needs, cooking habits and storage requirements can all change the right layout.

Separate must-have work from optional upgrades. This helps prevent visual finishes from absorbing the budget before essential wet works, services or repairs are understood.

Share a realistic budget and timeline

A budget range helps the team test whether the intended scope and finish level can sit together. It is not a commitment to spend the maximum; it is a planning boundary.

The preferred completion date should be discussed together with approvals, material lead times, fabrication, wet works and any period when the property must remain usable.

Use the first review to identify what is missing

A useful initial review should reveal which parts can be discussed immediately, which require a site visit and which may need professional or authority checks. It should not promise feasibility from photos alone.

Use the note as a starting point.

Send the floor plan, site photos and rough scope for an initial project review.

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