In the initial telephone conversation I like to familiarize myself with the scope of the project: location, size, budget, time frame and any personal limitations or expectations, i.e., additional sleeping areas, allergies, clutter control, media centers, pet accommodations, storage issues, et cetera. It is also my first, and best, opportunity to establish whether client and designer can have a solid, working rapport. Wrapping up, I outline my fee structure.

At the first meeting, I get a feel for the space; ask a lot of questions about how, and how often, the space is used; and for what purpose? We hone in on the client's requirements and flesh out ideas: why they may, or may not work; and I offer one or two solutions that may not have been immediately obvious. Color and floor plans are briefly discussed.

Next, I determine the degree to which the client understands the project's natural progression from "vision" to "reality," and I attempt to clarify any concerns. I show a portfolio of my projects, explaining my working style more fully. We review prototypes of proposals and purchase orders and discuss the type of contract that would be appropriate, determining whether or not to involve a consultant-specialist in a particular area, like kitchens & baths, or whether to collaborate with a specific architect or contractor.

At last, when we have agreed to a course of action, a contract is drawn up specifying the details of the project from concept to purchase management to job site review. Working drawings, selection of materials, colors, wall and floor coverings, furniture placement and deliveries are just a small part of what the agreement will cover.

Finally, measurements are taken and the real work begins.