7 – Steps
Overview of Onboarding Process
Steps To Your Dream Home
Step 1 – Initial Inquiry
Objective: Understand your needs and establish communication.
1.Preliminary Consultation: Discuss project type, budget, and timeline.
Step 3 – Contract Signing
Objective: Finalize terms and onboard the client.
1.Agreement Preparation: Include scope, budget, payment milestones, timelines, and penalties.
2.Legal Compliance: Ensure local building standards and approvals are met.
3.Payment Initiation: Collect advance payment to start the project.
Step 2 – Site Visit
Objective: Evaluate the site and gather necessary details.
1.Site Inspection:
– Measure dimensions, assess soil, utilities, and terrain.
– Take photos and create a site map.
2.Client Discussion: Understand vision, challenges, and restrictions.
3.Documentation: Deliver a report with observations and recommendations.
Step 4 – Feasibility Study & Proposal
Objective: Present feasibility, costs, and timelines.
1.Feasibility Study:
– Conduct soil and structural tests.
– Verify CMDA and local regulations.
2.Preliminary Designs: Share a concept plan or 3D visualization.
3.Budget Estimate: Breakdown: Materials, labor, and other costs.
4.Proposal Submission: Formal document outlining scope, timeline, and payment terms.
Step 5 – Project Execution
Objective: Execute the project as per the approved plan.
1.Planning Phase:
– Finalize detailed designs and project schedule.
– Obtain permissions and approvals.
2.Execution Phase:
– Regular site inspections and progress reports.
– Maintain transparency with the client.
3.Quality Assurance:
Adhere to timelines, safety, and material standards.
Step 6 – Pre-Handover Phase
Objective: Prepare the project for client delivery.
1.Final Touches:
– Complete painting, plumbing, electricals, and finishing.
– Conduct snagging to address defects.
2.Client Walkthrough: Organize a walkthrough to ensure satisfaction.
3.Handover Documentation: Provide as-built drawings, maintenance manuals, and warranties.
Step 7 – Final Handover & Post-Support
Objective: Deliver the project and ensure post-handover satisfaction.
1.Official Handover:
– Organize ceremony if required.
– Deliver keys and documents.
2.Post-Support: Offer periodic inspections and warranty services.