Onboarding Questionnaire
1. Personal Information
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: 0000 000 000.
Best way to reach you for quick clarifications?
Phone
Email
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2. Property Snapshot
Address (include lot/DP if available)
*
Street Address
Street Address Line 2
City
State/Territory
Postal / Zip Code
Current Configuration
*
Current Status
*
Please Select
I own this home and want the smartest way to improve it on a controlled budget
I own this home and plan to renovate + live in it, but still want to protect profit/equity for a future sale
I own this home and plan to sell; I want a strategic reno for maximum profit
I’m evaluating a property (or several) to flip
I’m evaluating a property (or several) to renovate and hold
I’m evaluating options and need help comparing renovation cost vs. best fit
Site Access
*
Please Select
Vacant
Owner-occupied
Tenanted
Remote (photos only)
Decision deadline or trigger date
*
/
Month
/
Day
Year
Exact date or timeframe
Do you need a rush turnaround (24-48h) on the report?
Please Select
Yes
No
Not sure
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3. Project Goals & Constraints
Estimated Property Value Today
Where that number came from?
(agent, valuation, self-estimate)
What’s the single biggest decision you need this report to unlock?
*
Ideal outcome / Value target
e.g. “Sell for $X”, “Keep + refinance at $Y”, “Create $Z in equity''
Budget or spend range you’re comfortable committing
*
Must-haves (non-negotiables)
Hard constrains
planning overlays, heritage, engineering concerns, finance caps, time promises, non-negotiable risks.
Anything else influencing your decision?
tenancy obligations, school calendars, upcoming life events, etc.
Priority Weighting
Please use the sliders below to rank the importance of each category on a scale of 1 to 10 (1 being "Low Priority / Flexibe'' and 10 being "Critical / Non-negotiable")
Profit generation
Livability for you/your family
Aesthetics / Brand feel
Keeping total spend as low as possible
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4. Supporting Numbers and Documents
Recent valuations / appraisals / agent guides - upload or note the figures + source below
Browse Files
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figures + source
Existing plans or reports - tick any that apply and upload below, if available
Site plan
DA pack
Engineering
Architectural sketches
Pinterest board
Other
File Upload
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Who's involved on your side?
Spouse/partner,
Selling agent
Buyer’s agent
Investor
Lender
Other advisors
Preferred contact cadence
quick text check-ins, weekly summary email, scheduled calls, etc.
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5. Photos, Plans & Files
photos, walkthrough videos, plans, dream boards - If the files are too large, please use the field indicated for a Google Drive/Dropbox share link
File Upload
Browse Files
Drag and drop files here
Choose a file
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Share link (if applicable)
6. Consent & Next Steps
Submit
Should be Empty: