Lead Management

Budget

Program

Style

Classification

New?, Existing? % of building retention?

Project Classification, Address, Typology

Need to download a planning report and or issue a Project Inception Report

What Service Are we providing

Project strategy.

By Defaultwe always have 0.AD, and 1.PR, What is the Roadmap proposed to the client?

Is DA+ CC, CDC, or does not require a Development Approval?

Are we starting on a started project for which we already have a design? or Development APproval? or Construction Approval?

SOURCE: Referral where is this lead coming from?

CUSTOMER: Client description, how many decision-makers, is the client crazy? tire kickers?

SITE: Is it a complicated site, how is the slope, how is the proximity of adjacent properties does it have lots of vegetation

INFRASTRUCTURE: Power poles, Sewer lines,

CONSTRAINT: Easements, Covenants,

PLANNING OVERLAYS: do we need Planning for the subject site?

CONTENTIOUNESS: Is the client brief too contentious? ambitious?

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