Client Intake Survey

Welcome to RDC Fine Homes

Our mission is to deliver high-performance, energy-efficient homes with an exceptional client experience, built on transparency, trust, and collaboration.

This short survey helps our team understand your goals, lifestyle, and expectations before we begin. Your answers will guide our design and pre-construction process, ensuring we create a home that reflects your vision and values.

Thank you for choosing RDC Fine Homes, we look forward to building something extraordinary together.

A few steps to help us understand your project.

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1. Client Background

Have you built or renovated a home before? *

Yes No

If yes, what did you enjoy most about that experience?

What were the most challenging parts?

What’s motivating you to start this project now? *

2. Lifestyle & Vision

How do you envision using your home day-to-day? *

Full-time residence Vacation / seasonal Rental Multi-generational

Who will primarily live in or use the home? *

Do you entertain often? *

Yes No

If yes, what type of entertainment do you enjoy? (e.g., dinners, large gatherings, outdoor events)

Briefly describe the style or feeling you’d like your home to have: *

Top three things you’re looking for in a builder (1 of 3): *

Top three things you’re looking for in a builder (2 of 3): *

Top three things you’re looking for in a builder (3 of 3): *

Rank your priorities (1 = highest): *

1st priority

2nd priority

3rd priority

What would make you feel confident you’ve chosen the right builder? *

What would make the process enjoyable and stress-free for you? *

When you first walk into your completed home, what will make you feel truly happy? *

Do you have a library or inspirational images to share? *

Yes — I can provide a link (Pinterest, Houzz, etc.) I’ll bring or email photos separately Not yet — I’d like to review options with RDC

Link (Pinterest, Houzz, etc.)

5. Fit & Finish Level

How would you describe your desired level of fit and finish? *

Functional & durable (performance-focused) Mid-to-high quality (mix of premium & standard finishes) Luxury custom (high-end materials and craftsmanship) Not sure yet — open to guidance

Any specific brands, materials, or design features you already have in mind?

6. Design, Team & Timelines

Have you hired an architect, designer, or engineer? *

Yes No

If no, would you like RDC to recommend consultants?

Yes No

Are you interested in an Integrated Design Approach (IDP)? *

The Integrated Design Approach brings all key team members — builder, architect, engineer, and designer — together from the start to collaborate on the plan, budget, and schedule. This upfront coordination helps reduce surprises, maximize value, and streamline construction.

Yes No

Main point of contact: *

Design decision maker:

Budget decision maker:

Target start of design:

Target start of construction:

Ideal move-in date:

Motivation for move-in date:

How involved would you like to be in design and material selections? *

Fully involved — I enjoy being part of every detail Collaborative — I’ll provide feedback and approvals Hands-off — I prefer RDC to handle selections within my style and budget

8. Communication Preferences

How would you prefer to receive project updates? *

To ensure transparent communication, RDC provides thorough site documentation and regular updates during construction. We maintain daily site diaries with Buildertrend, and your Project Manager sends weekly email updates covering key milestones and developments. This keeps you fully informed and engaged throughout your project. Please let us know if you’d like to adjust below.

How often would you like updates during construction? *

RDC produces daily site diaries using Buildertrend as well as weekly updates via emails from your Project Manager as our standard.

Standard RDC Process Bi-weekly Monthly Other

Other (please specify)

9. Warranty & After-Care

After move-in, how involved would you like RDC to remain for maintenance and support? *

Minimal — I’ll manage independently Standard warranty care — Our standard 2-5-10 warranty and completion follow-up Enhanced care — I’d like ongoing maintenance support or annual service visits

10. Fit & Final Thoughts

Why do you feel RDC might be the right fit for your project? *

Would you be open to sharing your project story or images after completion (e.g., testimonial, photo shoot, feature)? *

Yes Maybe No

Is there anything else you’d like us to know?

11. Client Contact Information

Client 1 Name *

Client 1 Email *

Client 1 Phone *

Client 2 Name

Client 2 Email

Client 2 Phone

Current Address

Custom Home Builds

Renovations

Our Passion

Get to Know Us

Why RDC?

Client Intake Survey

Welcome to RDC Fine Homes

1. Client Background

2. Lifestyle & Vision

3. Performance, Comfort & Sustainability

4. Project Details

5. Fit & Finish Level

6. Design, Team & Timelines

7. Budget & Financial Considerations

8. Communication Preferences

9. Warranty & After-Care

10. Fit & Final Thoughts

11. Client Contact Information

Custom Home Builds

Renovations

Our Passion

Get to Know Us

Why RDC?

Client Intake Survey

Welcome to RDC Fine Homes

1. Client Background

2. Lifestyle & Vision

3. Performance, Comfort & Sustainability

4. Project Details

5. Fit & Finish Level

6. Design, Team & Timelines

7. Budget & Financial Considerations

8. Communication Preferences

9. Warranty & After-Care

10. Fit & Final Thoughts

11. Client Contact Information

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