A useful appointment starts with a question, not a conclusion. Bring a short discussion guide; leave with the homeowner’s priorities, your sources and the questions still open.
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01 / PREPARE
Choose a project lens. Decide what needs a conversation.
02 / LISTEN
Record goals and conditions. Keep a source beside each claim.
03 / LEAVE CLEARLY
Give the next question an owner. Take your own guide and file.
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Job
YOUR DISCUSSION GUIDE / COMMITTED NOTES
Take the questions with you.
Documented means supporting information reported by you. It does not mean HOMEFRONT verified a claim, approved an agreement or cleared work to start.
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Read the complete discussion guide
A GUIDE BEFORE YOU HAVE ANSWERS
Make room for what matters.
Start with no project data, or import your own Passport. Nothing is saved automatically. If JavaScript is unavailable, print this paper guide. No control can submit a note.
Prepare the visit.
Project or trade; optional city/county. What should work differently? Who needs to be part of the next decision? Roles are enough.
Listen, then distinguish.
Homeowner-stated goals; observable conditions; must-haves vs preferences; user-reported budget/constraints; access and unknown measurements. Add source, recorder role, status and reported date.
Leave a next question.
Which decision is still open? Who will check it? What source is needed? Requested dates create neither reminders nor legal deadlines.
Use notes to preserve a discussion, not to imply an agreement or permission to start work. Keep contact details out unless you choose to disclose them.
CALIFORNIA / THE RESPONSIBLE SOURCE
A reference, not a verdict.
CSLB explains home improvement salesperson registration and its exceptions. Use the official starting point to check your situation; this studio makes no registration or permit determination.