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Client / Owner Interview Form

This is the form we take on our initial client meetings. We gather all of their contact information on this form as well as: job notes, meeting dates, bid due dates, utility marking number if necessary, a job consideration checklist, and it even has a section on it to make it a contract if it is a simple project. 

 

Back when we were starting out we would have duplicates made of this form so if we did turn it into a contract we would leave one with the client and one for our records/scheduling!

What you'll get:
  • Product is fully editable as needed.
  • Yours forever!