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HOMEPROZ CONTRACT INTERVIEW QUESTIONS
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======================================
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Date: October 29, 2025
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Purpose: Gather information needed to finalize contract and ensure accurate scope
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INSTRUCTIONS FOR INTERVIEW
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===========================
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These questions are organized by priority and topic. You don't need to ask all
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questions in order - use your judgment based on conversation flow. The most
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critical questions are marked [CRITICAL].
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Take notes during the conversation and use responses to fill in contract
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placeholders and adjust scope as needed.
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SECTION 1: BUDGET AND PAYMENT
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==============================
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[CRITICAL] Q1.1: Budget Confirmation
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"I've drafted a proposal showing $6,000 for website development and $600 for
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the first year of managed hosting, for a total first-year investment of $6,600.
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Is this within your budget?"
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Follow-up if yes:
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- Confirm payment schedule: $2,000 upfront, $4,000 on completion acceptable?
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Follow-up if budget is tight:
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- Would you prefer a phased approach? (basic site first, then add features)
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- Would monthly payment plan help? ($500/month for 12 months plus hosting?)
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- Which features are must-have vs nice-to-have?
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[CRITICAL] Q1.2: Hosting Billing Preference
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"For hosting, I've proposed annual billing at $600/year, but I can also do
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monthly at $50/month. Which would you prefer?"
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Note the difference:
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- Annual: One invoice per year, $600 total
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- Monthly: 12 invoices per year, $50 each = $600 total
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[CRITICAL] Q1.3: Ongoing Cost Acceptance
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"Beyond the website development, there are ongoing annual costs:
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- Managed hosting: $600/year
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- MLS subscription (if you choose to use it): $660/year
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- Google Workspace (if you migrate email): ~$72+/year per user
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Total recurring: approximately $1,300-2,000/year depending on choices.
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Are you comfortable with these ongoing costs?"
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Q1.4: ACF Pro License
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"The Advanced Custom Fields Pro plugin costs $49/year for the license. I can
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either include this in the development cost and manage renewals for you, or
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you can purchase it directly in your name and handle renewals yourself. Which
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would you prefer?"
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Option A: I include it ($6,000 covers it, I handle renewals, bill annually)
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Option B: You purchase it (your license, your renewal responsibility)
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SECTION 2: MLS INTEGRATION SCOPE
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=================================
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[CRITICAL] Q2.1: MLS Subscription Decision
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"Are you planning to subscribe to Northstar MLS? This would cost $100 setup
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plus $55/month ($660/year)."
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If YES, proceed with Q2.2-2.4
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If NO or UNSURE, skip to Q2.5
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[CRITICAL] Q2.2: MLS Integration Level
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"For MLS integration, there are different levels of sophistication:
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Option A - Manual MLS Entry ($0 additional, included in base price):
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- You manually enter the MLS number into a field
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- Website displays it, but you still enter all property details manually
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- Simple and included in current scope
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Option B - IDX Property Display ($2,000-3,000 additional, rough estimate):
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- Properties automatically import from MLS when you enter MLS number
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- Pulls description, photos, pricing automatically
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- Requires third-party IDX service (additional monthly fees $50-200/month)
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- Requires additional development time
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Option C - Full IDX with Search ($5,000-10,000 additional, rough estimate):
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- Entire MLS database searchable on your site
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- Automated updates when listings change
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- Advanced search and filtering
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- Requires premium IDX service (expensive monthly fees)
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- Significant additional development
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Which level matches your needs and budget?"
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Q2.3: MLS Property Types
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"What types of properties will you be listing from MLS?"
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- Residential only?
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- Commercial?
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- Land/lots?
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- All types?
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Q2.4: MLS vs Custom Listings Ratio
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"Roughly what percentage of your properties will be:
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- MLS listings: ____%
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- Custom/non-MLS listings (commercial, private): ____%"
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This helps determine if MLS integration is worth the cost.
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Q2.5: If Not Using MLS
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"If you're not using MLS initially, do you want us to plan the site structure
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so that MLS can be added later without major rework?"
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SECTION 3: PROPERTY LISTING REQUIREMENTS
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=========================================
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Q3.1: Property Fields and Data
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"Let's talk about what information you need to track for each property. Beyond
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the basics like address and price, what else do you need?"
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Common fields (confirm which are needed):
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- Property type (residential, commercial, land)
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- Price
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- Bedrooms / Bathrooms
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- Square footage (living space, lot size)
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- Year built
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- Property features (fireplace, garage, pool, etc.)
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- School district
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- HOA fees
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- Tax information
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- Property status (active, pending, sold, off-market)
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- Days on market
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- Open house dates/times
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- Agent/listing contact information
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- MLS number
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- Parcel/tax ID number
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Less common fields (ask if needed):
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- Virtual tour link
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- Video tour link
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- 3D walkthrough
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- Floor plans
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- Plat/survey documents
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- Property disclosures
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- Financing options
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- Rental income (for investment properties)
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- Zoning information (for commercial/land)
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- Utilities available (for land)
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- Development rights (for commercial)
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[CRITICAL] Q3.2: Photo Gallery Requirements
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"How many photos do you typically need per property listing?"
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- Minimum: ___
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- Maximum: ___
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- Average: ___
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"Do you need the ability to:
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- Reorder photos?
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- Set a featured/main photo?
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- Add captions to photos?
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- Organize photos by room/category?"
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Q3.3: Property Search and Filtering
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"How do you want visitors to find properties on your site?"
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Basic options (probably needed):
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- List all properties on one page
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- Filter by property type (residential, commercial, land)
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- Filter by price range
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- Filter by bedrooms/bathrooms
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- Sort by price, date added, etc.
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Advanced options (ask if desired):
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- Map-based search
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- Radius/location search (within X miles of address)
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- Filter by specific features (pool, garage, etc.)
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- Saved searches for registered users
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- Email alerts when matching properties are added
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Q3.4: Featured/Highlighted Properties
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"Do you want the ability to feature certain properties on the homepage or in
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special sections?"
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Q3.5: Sold/Past Properties
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"Do you want to display sold properties as a portfolio/track record, or only
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show active listings?"
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SECTION 4: EMAIL MIGRATION
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===========================
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[CRITICAL] Q4.1: Current Email Setup
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"What's your current email situation?"
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- How many email addresses do you have?
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- What provider? (GoDaddy, Gmail, other?)
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- Mailbox sizes? (helps estimate migration time)
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- Do you need to preserve existing emails or start fresh?
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Q4.2: Google Workspace vs Alternatives
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"For Gmail, there are a few options:
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Option A - Google Workspace ($6-12/user/month):
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- Professional email @homeproz.com through Gmail
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- Includes Google Drive, Calendar, Docs, etc.
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- Best for business use
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Option B - Gmail Forwarding (free):
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- Keep email hosted where it is
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- Forward to personal Gmail accounts
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- Less professional, but free
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Option C - Keep existing email setup:
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- No migration needed
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- May be fine if current setup works
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Which direction are you leaning?"
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Q4.3: Migration Timing
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"When would you like the email migration to happen?"
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- During website development?
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- After website launch?
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- Separate timeline?
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Note: Contract includes 2 hours of email migration support. Based on Q4.1
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answers, determine if this is sufficient or if additional hours needed.
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SECTION 5: DESIGN AND BRANDING
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===============================
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[CRITICAL] Q5.1: Existing Design Materials
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"You mentioned there's an existing HomeProz design aesthetic. Can you show me
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or send me:
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- Logo (in vector format if possible: AI, EPS, SVG, or at minimum high-res PNG)
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- Color scheme / brand colors (hex codes if you have them)
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- The current GoDaddy splash page
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- Any other marketing materials, business cards, signage, etc."
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Q5.2: HomeProz vs Landproz Branding
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"HomeProz is separate from Landproz - does that mean completely different
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branding, or do they share some visual elements?"
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Q5.3: Design Expectations
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"For the website design, are you expecting:
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- A completely custom design from scratch?
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- Adaptation of the existing splash page design?
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- A professional but template-based design customized to your brand?
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- Something similar to another website? (if so, examples help)"
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Q5.4: Design Preferences
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"Any specific design preferences or requirements?"
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- Modern/minimalist vs traditional/detailed?
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- Bright colors vs subdued/professional?
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- Photo-heavy vs text-focused?
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- Any websites you like as inspiration?
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- Any websites you dislike that we should avoid?
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SECTION 6: CONTENT AND MIGRATION
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=================================
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Q6.1: Existing Content
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"What content exists currently that we can use?"
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- Company description/about text
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- Service descriptions
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- Team member bios
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- Any existing property listings and photos
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- Testimonials or reviews
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- Contact information
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Q6.2: Content Creation Responsibility
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"For any content that doesn't exist yet, who will write it?"
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- You'll provide all text?
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- You need help with copywriting? (would be additional cost)
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- We can use placeholder text to start?
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Q6.3: Photography
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"For property photos:
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- You'll provide all photos?
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- You have a photographer?
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- You need stock photos? (some included, specify how many)
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- For non-property images (team photos, office, etc.), do those exist?"
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Q6.4: Domain and Current Site
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"Your domain is with GoDaddy currently showing a splash page. Correct?"
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- Domain name: _____________ (confirm exact spelling)
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- GoDaddy account access: who has login credentials?
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- Do you want to keep domain with GoDaddy or transfer to another registrar?
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- Anything on the splash page you want to preserve?
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SECTION 7: USERS AND TRAINING
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==============================
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Q7.1: Who Will Use the System?
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"Who will be responsible for managing the website day-to-day?"
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- How many people?
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- Names/roles:
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- _______________ (role: _________)
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- _______________ (role: _________)
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Q7.2: Technical Skill Level
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"On a scale of 1-10, how comfortable is your team with technology and websites?"
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1 = Never used a computer
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5 = Comfortable with Facebook, email, basic tasks
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10 = Web developer
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This helps determine training depth and documentation detail needed.
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Q7.3: Training Preferences
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"For training on how to add and manage property listings, would you prefer:"
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- In-person session (if local)?
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- Video call/screen sharing?
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- Recorded video tutorials you can reference later?
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- Written documentation?
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- All of the above?
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Q7.4: Ongoing Support Expectations
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"After the 60-day warranty period, if you need help or have questions, what
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would you expect?"
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- Included in hosting fee (up to 2 hours/month support included)?
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- Pay-as-you-go at $175/hour?
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- Monthly retainer for X hours?
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SECTION 8: TIMELINE AND URGENCY
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================================
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[CRITICAL] Q8.1: Launch Urgency
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"How soon do you need this website live?"
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- ASAP / urgent business need?
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- By a specific date? (if so, what date and why?)
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- Flexible timeline, whenever it's ready?
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Q8.2: Queue Time Acceptance
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"Based on current commitments (Auction Cast, Kodex, Ascent), I can't start
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development for 3-4 weeks. Realistically, you're looking at:
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- Contract signing: [date]
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- Development start: [date, 3-4 weeks later]
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- Estimated launch: [date, 4-5 weeks from signing]
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Does this timeline work for you, or is the launch urgency high enough that we
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need to discuss alternatives?"
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Alternatives if urgent:
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- Pay rush fee for prioritization (20% additional)?
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- Reduce scope to launch faster, add features later?
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- Wait until schedule opens up?
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Q8.3: Content/Asset Provision Timeline
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"When can you provide:"
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- Logo and branding assets: ___________
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- Content/text for pages: ___________
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- Property listing data for testing: ___________
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- Access to GoDaddy account: ___________
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- Any other required materials: ___________
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SECTION 9: BUSINESS AND LEGAL
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==============================
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[CRITICAL] Q9.1: Legal Business Name
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"For the contract, what is your legal business entity name?"
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- "HomeProz" exactly?
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- "HomeProz LLC"?
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- "HomeProz Inc"?
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- Operating under a different legal entity?
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- DBA/doing business as?
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Q9.2: Signing Authority
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"Who will be signing the contract?"
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- Name: _______________
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- Title: _______________
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- Email: _______________
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- Phone: _______________
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Q9.3: Billing Information
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"Where should invoices be sent?"
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- Email: _______________
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- Mailing address (if paying by check): _______________
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- Preferred payment method: _______________
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Q9.4: Business Structure
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"Just for my records, what type of business entity is HomeProz?"
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- LLC?
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- Corporation?
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- Sole proprietorship?
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- Partnership?
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Q9.5: Tax ID
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"Do you have an EIN/Tax ID for the business?"
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(Needed for proper invoicing if they request it)
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SECTION 10: TECHNICAL DETAILS
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==============================
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Q10.1: Domain Name Confirmation
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"Confirm exact domain name: _______________"
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Q10.2: Email Addresses Needed
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"What email addresses do you need set up?"
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- info@homeproz.com?
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- [name]@homeproz.com?
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- List all needed addresses: _______________
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Q10.3: Third-Party Integrations
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"Are there any other systems or tools you need the website to integrate with?"
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- CRM system?
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- Email marketing (Mailchimp, Constant Contact, etc.)?
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- Social media auto-posting?
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- Analytics (Google Analytics)?
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- Other?
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||||
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Q10.4: Compliance Requirements
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||||
"Are there any specific compliance or legal requirements for your industry?"
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||||
- Fair Housing Act compliance (real estate specific)?
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- Accessibility standards (ADA/WCAG)?
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||||
- Privacy policy requirements?
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||||
- Terms of service?
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||||
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||||
I can include basic fair housing and privacy policy templates if needed.
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SECTION 11: FUTURE PLANNING
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============================
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||||
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Q11.1: Expected Growth
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||||
"Thinking ahead:
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||||
- How many properties do you expect to list in Year 1? ___
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||||
- How many properties in Year 2-3? ___
|
||||
- How many team members in Year 1? ___
|
||||
- How many team members in Year 2-3? ___"
|
||||
|
||||
This helps plan hosting resources and system scalability.
|
||||
|
||||
Q11.2: Future Features Wishlist
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||||
"What features might you want to add in the future?"
|
||||
(Helps ensure we build the foundation to support future expansion)
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||||
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||||
Common future additions:
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||||
- Blog for market updates/news
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||||
- Client portal for buyers/sellers
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||||
- Document upload/signing
|
||||
- Mortgage calculator
|
||||
- Market statistics/reports
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||||
- Neighborhood guides
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||||
- Agent profiles (if growing team)
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||||
- Office locations map (if multiple offices)
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||||
|
||||
Q11.3: Success Metrics
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||||
"How will you measure if this website is successful?"
|
||||
- Number of properties listed?
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||||
- Lead inquiries per month?
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||||
- Direct property sales from website?
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||||
- Professional appearance?
|
||||
- Ease of property management?
|
||||
- Other metrics?
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||||
|
||||
Understanding success criteria helps ensure we build the right solution.
|
||||
|
||||
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||||
SECTION 12: LANDPROZ RELATIONSHIP
|
||||
==================================
|
||||
|
||||
Q12.1: Shared Resources
|
||||
"Since HomeProz is separate from Landproz, will there be any shared resources?"
|
||||
- Shared staff?
|
||||
- Shared office?
|
||||
- Shared marketing?
|
||||
- Cross-referrals?
|
||||
- Completely independent?
|
||||
|
||||
Q12.2: System Similarities
|
||||
"Would you like the HomeProz website to work similarly to any Landproz systems,
|
||||
or should it be completely different?"
|
||||
|
||||
This helps determine if we can reuse any patterns or if fresh approach is better.
|
||||
|
||||
|
||||
WRAP-UP QUESTIONS
|
||||
=================
|
||||
|
||||
Q13.1: Questions for Me?
|
||||
"What questions do you have about the proposal, timeline, or process?"
|
||||
|
||||
Q13.2: Concerns or Hesitations?
|
||||
"Is there anything about the project that concerns you or makes you hesitate?"
|
||||
|
||||
Address any concerns directly and honestly.
|
||||
|
||||
Q13.3: Additional Considerations
|
||||
"Is there anything important I haven't asked about that I should know?"
|
||||
|
||||
Q13.4: Next Steps Agreement
|
||||
"If everything looks good, here are the next steps:
|
||||
1. I'll finalize the contract with the details from this conversation
|
||||
2. I'll send you the contract for review
|
||||
3. You review and send back any questions or changes
|
||||
4. We sign the contract
|
||||
5. You send the $2,000 initial payment
|
||||
6. I queue the project to start in 3-4 weeks
|
||||
7. I keep you updated on progress
|
||||
8. We launch in approximately 4-5 weeks total
|
||||
|
||||
Does this process work for you?"
|
||||
|
||||
|
||||
POST-INTERVIEW CHECKLIST
|
||||
=========================
|
||||
|
||||
After the interview, use responses to:
|
||||
|
||||
□ Update contract PROJECT OVERVIEW with accurate description
|
||||
□ Finalize PROJECT DELIVERABLES based on confirmed features
|
||||
□ Adjust EXCLUSIONS based on confirmed scope
|
||||
□ Update CLIENT RESPONSIBILITIES with specific requirements
|
||||
□ Set real dates in TIMELINE AND MILESTONES
|
||||
□ Confirm BUDGET AND PAYMENT TERMS match agreement
|
||||
□ Add any additional clarifications needed
|
||||
□ Update legal entity name throughout contract
|
||||
□ Add specific milestone dates to calendar
|
||||
□ Create project folder with client-provided materials
|
||||
□ Document any verbal agreements in writing (email summary)
|
||||
□ Prepare final contract for client review
|
||||
□ Prepare invoice for initial payment (once contract signed)
|
||||
|
||||
|
||||
INTERVIEW NOTES TEMPLATE
|
||||
=========================
|
||||
|
||||
Use this template to organize notes during interview:
|
||||
|
||||
BUDGET & PAYMENT
|
||||
- Total budget acceptable: Y/N
|
||||
- Payment schedule preference: Upfront split / Monthly / Other: _______
|
||||
- Hosting billing preference: Annual / Monthly
|
||||
- ACF Pro license: Include / Client purchases
|
||||
- Ongoing costs acceptable: Y/N
|
||||
|
||||
MLS INTEGRATION
|
||||
- Subscribing to MLS: Y/N
|
||||
- Integration level: Manual / IDX Display / Full IDX / None
|
||||
- Property types: _______
|
||||
- MLS vs custom ratio: ___% MLS, ___% custom
|
||||
|
||||
PROPERTY FIELDS
|
||||
- Required fields: _______
|
||||
- Photos per listing: Min ___ Max ___ Avg ___
|
||||
- Search features needed: _______
|
||||
- Featured properties: Y/N
|
||||
- Show sold properties: Y/N
|
||||
|
||||
EMAIL
|
||||
- Current setup: _______
|
||||
- Number of accounts: ___
|
||||
- Migration option: Google Workspace / Forwarding / Keep current
|
||||
- Timing: _______
|
||||
|
||||
DESIGN
|
||||
- Logo available: Y/N (format: _______)
|
||||
- Brand colors: _______
|
||||
- Design direction: Custom / Template / Splash page adaptation
|
||||
- Inspiration sites: _______
|
||||
|
||||
CONTENT
|
||||
- Existing content: _______
|
||||
- Content creation: Client provides / Need help
|
||||
- Photos: Client provides / Need stock
|
||||
- Domain: _______
|
||||
|
||||
USERS & TRAINING
|
||||
- Team members: _______
|
||||
- Tech skill level (1-10): ___
|
||||
- Training preference: _______
|
||||
- Support expectations: _______
|
||||
|
||||
TIMELINE
|
||||
- Launch urgency: Urgent / Date: _____ / Flexible
|
||||
- Queue time acceptable: Y/N
|
||||
- Content ready by: _______
|
||||
|
||||
BUSINESS INFO
|
||||
- Legal name: _______
|
||||
- Signer name: _______ Title: _______
|
||||
- Contact email: _______
|
||||
- Payment method: _______
|
||||
- Business type: _______
|
||||
|
||||
TECHNICAL
|
||||
- Domain: _______
|
||||
- Email addresses needed: _______
|
||||
- Integrations: _______
|
||||
- Compliance needs: _______
|
||||
|
||||
FUTURE
|
||||
- Year 1 property volume: ___
|
||||
- Future features: _______
|
||||
- Success metrics: _______
|
||||
|
||||
NOTES & ACTION ITEMS
|
||||
_______________________________________________________
|
||||
_______________________________________________________
|
||||
_______________________________________________________
|
||||
Reference in New Issue
Block a user