Design-Build Process & Budget Clarity
Our proven design-build process pairs thoughtful planning with clear, upfront pricing—so you always know what to expect, from your first conversation through final completion.
1.- Incoming Lead
START
Kickoff Your Project
RECEIVE LEAD
Initial Review
30 MIN. CALL
Discovery Call
If Answer Is "No"
THE RIGHT FIT?
Project Alignment
SCHEDULE VISIT
Expert Assignment
SEND INTRO
Meeting Preparation
ADD TO SCHEDULE
Formal Confirmation
NEXT STEP
First Visit
2.- 1st Visit
1ST VISIT
The On-Site Meeting
INSPIRATION
Expert Resources
VISIT THE PROJECT
Space Walkthrough
TAKE NOTES
Technical Survey
PRICE RANGE
The Castle Roadmap
PROJECT STUDY
Initial Project Study
Optional
BUDGET ANALYSIS
Budget Deep Dive
Optional
EMAIL 3% AGREEMENT
Design Proposal
RECEIVE AGREEMENT
Official Partnership
If Answer Is "No"
CUSTOMER DECISION
Your Choice
CLIENT ONBOARDING
Assign job no. / Convert
CREATE EMAIL RECEIPT
Digital Confirmation
ASSIGN DESIGNER
The Perfect Match
NEXT STEP
Design
3.- Design
DESIGN
Design & Planning
FIELD MEASUREMENTS
Precision Site Survey
CONCEPTUAL DESIGNS
Creative Concepts
FLOOR PLANS & BUDGET
Space & Investment
If Answer Is "No"
CONSTRUCTION DOCS (2%)
Technical Development
PRELIMINARY DESIGN
Design Refinement
UPDATE SCOPE OF WORK
Scope Finalization
PM / PRE-SITE REVIEW
Production Review
NEXT STEP
Estimating
4.- Estimating
ESTIMATING
The Final Estimate
INPUT ON TRADE PARTNERS
Trade Specialist Selection
SITE VISIT INPUT
Strategic Site Review
TRADE PARTNER SITE VISIT
Specialist On-Site Sync
REVISE PLANS & SCOPE
Plan & Pricing Alignment
PM PRE-CONTRACT
Project Manager Audit
ROUGH TIMELINE
Preliminary Schedule
FINALIZE PLANS & SCOPE
Production Review
FINAL DESIGN
Design Completion
NEXT STEP
Final Project Approval
5.- Decision
DECISION
Final Approval
If Answer Is "No"
CUSTOMER DECISION
The Big "Yes"
FINALIZE SCHEDULE
Production Timeline
CHOOSE SIGNING METHOD
Signing Preference
RECEIVE DOWN PAYMENT
Project Activation
NEXT STEP
Prep
6.- Prep
PREP
Pre-Construction Prep
SET UP NEW CONST. JOB
Project Mobilization
CREATE MATERIAL LIST
Material Procurement
PREPARE JOB PREP PACKET
Field Documentation
SALES TO PRODUCTION HANDOFF
Internal Team Sync
APPLY FOR PERMIT
Permit Management
SCHEDULE CASTLE LABOR
Crew Assignment
ORDER PRODUCTS & SUBS
Logistics & Orders
PRECONSTRUCTION WALK-THROUGH
Final On-Site Sync
NEXT STEP
Start
7.- Start
START
Construction Kickoff
CLIENT WALK-THROUGHS
On-Site Consultations
NEXT STEP
Evolution & Changes
8.- Change Orders
CHANGE ORDERS
Project Evolution
FILL IN CHANGE ORDER FORM
Requesting Changes
If Answer Is "No"
CUSTOMER DECISION
The Approval Point
RECEIVE A SIGNED ORDER
Formal Authorization
CREATE & EMAIL INVOICES
Billing Transparency
NEXT STEP
Work In Progress
9.- Work in Progress
WORK IN PROGRESS
The Build Phase
COORDINATE INSPECTIONS
Safety & Code Sync
FRAMING INSPECTION
Structural Integrity
CREATE & EMAIL INVOICES
Progress Billing
SUBSTANTIAL COMPLETION
Major Milestones
CREATE & EMAIL INVOICES
Project Accounting
COORDINATE FINAL INSPECTIONS
Systems Check
ATTEND FINAL INSPECTION
City Sign-off
NEXT STEP
Punch List
10.- Punch List
PUNCH LIST
Fine-Tuning Perfection
COORDINATE COMPLETION
Final Touches
NOTE OR BLUE TAPE ISSUES
The Detail Walkthrough
NEXT STEP
Project Completion
11.- Completion
COMPLETION
Formal Handover
CREATE & EMAIL INVOICE
Final Statement
LIEN WAIVERS
Title Protection
ESTIMATE VS ACTUAL REPORT
Investment Analysis
NEXT STEP
Revision
12.- Review
REVIEW
Final Experience Review
INVESTIGATE COST RUNS
Financial Transparency
POST CONSTRUCTION REVIEW
Performance Audit
GOOGLE REVIEW REQUEST
Share Your Story
PUT AWAY CUSTOMER FILE
Project Archiving
NEXT STEP
Warranty
13.- Warranty
WARRANTY
Ongoing Support
REVEIVE WARRANTY LEAD
Support Request
SCHEDULE APPOINTMENT
Service Visit
If Answer Is "No"
DETERMINATE IF UNDER WARRANTY
Coverage Assessment
CORRECT ISSUE
Expert Resolution
Remodeling services designed around your home
Thoughtful design and expert construction, tailored to how you live today.
Ready to Start Your Project?
Schedule a free consultation to discuss your goals, timeline and budget.
