Table of Contents
- STEP #1: PRE-CONSULTATION PREPARATION
- STEP #2: INITIAL GREETING AND INTRODUCTION
- STEP #3: CLIENT INTERVIEW
- STEP #4: SITE ANALYSIS
- STEP #5: DESIGN FEE AGREEMENT
- STEP #6: SITEMAP DEVELOPMENT
- STEP #7: DESIGN DEVELOPMENT
- STEP #8: COST ANALYSIS AND TIMEFRAME ESTIMATION
- STEP #9: DESIGN PRESENTATION, REVISIONS, AND FOLLOW-UP
STEP #1: PRE-CONSULTATION PREPARATION #
- Conduct research on the client and property, utilizing GIS basemaps and photos where available.
- Maintain an updated portfolio showcasing past and current design projects.
- Prepare essential site analysis tools including a camera, measuring tape, wheel, soil testing kit, and materials for note-taking.
STEP #2: INITIAL GREETING AND INTRODUCTION #
- Offer a professional introduction, clarifying the objectives of the consultation.
- Establish a rapport with the client to foster a conducive environment for effective communication.
STEP #3: CLIENT INTERVIEW #
- Utilize open-ended questioning to capture the client’s vision, requirements, style preferences, and budget.
- Explore the client’s intended use of the space, discussing desires for features like entertainment areas, relaxation spots, or gardens.
- Detail specific features the client wishes to incorporate such as lighting, water elements, outdoor kitchens, or patios.
- Clearly outline the design fee structure and payment terms, ensuring the client is aware that this fee encompasses the development of a tailored sitemap and design plan.
STEP #4: SITE ANALYSIS #
- Perform an in-depth on-site evaluation alongside the client.
- Assess environmental conditions including soil type, drainage patterns, existing flora, light exposure, and topography.
- Document the site through detailed measurements and photographs.
STEP #5: DESIGN FEE AGREEMENT #
- Secure a formal agreement on the design fee and collect payment before advancing to the next phase.
STEP #6: SITEMAP DEVELOPMENT #
- Compile detailed measurements, GIS data, and photographic evidence to generate an accurate sitemap using AutoCAD.
- Translate AutoCAD files into VIP3D for a realistic 3D model of the project, ensuring close resemblance to the actual property through photo verification.
STEP #7: DESIGN DEVELOPMENT #
- Integrate client feedback to devise solutions that align with their vision and budget.
- Craft design elements that reflect the desired aesthetic, whether natural, modern, or formal.
- Produce comprehensive digital and physical documentation including 3D walkthroughs, plan views, plant imagery, design slides, and specialized plans like lighting or hardscaping layouts.
- Provide regular updates to clients in the design queue.
STEP #8: COST ANALYSIS AND TIMEFRAME ESTIMATION #
- Construct a detailed cost breakdown using tools like Aspire or Excel, specifying costs, quantities, sizes, and estimated completion time.
- Determine pricing to calculate project gross margin and establish a realistic job installation schedule.
STEP #9: DESIGN PRESENTATION, REVISIONS, AND FOLLOW-UP #
- Present the finalized landscape design to the client, showcasing proposed changes and detailing cost implications.
- Engage in a collaborative review process to make any necessary revisions based on client input while offering alternative solutions as needed.
- After reaching a final design agreement, draft a formal project proposal including all design documents in Aspire.
- With project approval secured, add the job to the ordering list and schedule it for installation.