Sample Deliverable · Initial Consultation
Consultation Summary
Project: Kitchen & Master Bath Renovation — Sample Homeowner
Session Date
June 19, 2026
50-min video call
Project Stage
Design Phase
Est. Budget
$180,000
Consultant
Ehud Haimovic
About This Consultation
The Initial Consultation is a single 45–60 minute recorded video call. Before the session, the homeowner submits a brief project intake covering their situation and key questions. During the call, the consultant identifies the most pressing concerns, provides direction, and answers questions directly. Afterward, this written summary is delivered — covering what was discussed, key observations, and recommended next steps.
This is not a document audit or drawing review. It is a focused expert conversation — the fastest way to get clarity on where you stand and what to do next.
Recorded Video Call
The session is conducted via video call and recorded for your reference. You'll receive the recording link along with this written summary — so nothing is lost and you can revisit the conversation at any time.
What This Consultation Covers
A consultation is a high-level advisory call — not a full audit. Here's the scope.
Session Overview
The homeowner is planning a combined kitchen and master bathroom renovation, currently in the design approval phase. Prior to the call, they submitted a project intake describing their timeline, contractor situation, and two specific concerns: a wall they planned to remove and a contract they had not yet signed.
Two areas of concern were identified during the session that should be addressed before moving forward. The project is at a stage where these can still be corrected without significant cost.
Key Observations
Structural Wall Removal Not Assessed
Based on the project description provided, the proposed kitchen wall removal may affect a load-bearing element. No structural engineer has been consulted. This needs to be resolved before any permits are submitted or a contractor is signed.
Missing Key Provisions
Based on the homeowner's description of the contract summary, there is no change order clause and no defined finish allowances. These are significant gaps that may leave you with less clarity on cost and scope — a full Contractor Evaluation is recommended before signing.
Project Stage Is Well-Positioned to Course-Correct
The project is still in the design phase — the right time to address these issues. Catching them now is generally an easier time to address than after construction begins.
Recommended Next Steps
These are the actions I recommend before you proceed. A deeper review of any of these areas is available as a separate service.
- 1
Engage a licensed structural engineer to assess the wall removal before permits are submitted.
Immediate - 2
Have the contractor proposal reviewed in full before signing — a Contractor Evaluation can provide this.
Before Signing - 3
If architectural drawings exist, consider a Design & Document Review to check for coordination issues.
Before Approving Drawings