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