New Home Furnishing Roadmap

Ideal client

A household that just bought or is about to close on a house and is standing in empty rooms. Relocations, first big house, downsizers moving into something entirely different. The problem is not one room; it’s eight, plus a move date.

Problem solved

Whole-house furnishing has a sequencing problem and a budget-allocation problem before it has a taste problem. Most people buy the sofa first and run out of money at the window treatments.

Exact deliverables

1. A Whole-Home Direction (PDF, 2–3 pages): the palette, material story, and style thesis that will hold the house together, with the reasoning.
2. A Room-by-Room Priority Plan: every room ranked into Phase 1 (before move-in), Phase 2 (first 90 days), Phase 3 (year one), with the reason for each ranking.
3. A Budget Allocation Model (Google Sheet + PDF): the client’s total budget distributed across rooms and categories, with a recommended per-room target and a note on where to invest versus where to save.
4. A Phase 1 Essentials List: 20–30 specifically named products with links — the things that must exist on night one (beds, mattresses, window coverings for bedrooms, seating, lighting, dining surface).
5. A Buy-Order Calendar keyed to the move date, accounting for lead times.
6. A Measurement Worksheet the client fills in as she gets access to the house.
7. Two 45-minute calls: strategy call at start, walkthrough call at delivery.

Required client inputs

• Floor plan or MLS listing for the new home, plus any photos she has.
• Move-in date.
• Total furnishing budget as a number.
• Complete inventory of what is coming with her, with photos and dimensions of significant pieces.
• Household composition: adults, children and ages, pets, anyone with mobility or sensory needs.
• How they actually live — do they eat at the table, host, work from home, watch TV together.
• Which rooms she cares most about.

Meeting requirements

Two calls, 45 minutes each, included.

Turnaround

10 business days from receipt of complete inputs and strategy call.

Revision limit

2 revisions to the plan and budget model, requested within 21 calendar days.

Explicitly out of scope

• Full product selection for every room (Phase 1 essentials only — full rooms are Offer 3, and the roadmap is designed to sell them).
• Layouts or floor plans for each room (that’s Offer 5).
• Purchasing, ordering, tracking, or receiving.
• Move coordination, movers, or storage.
• Construction, paint, or finish selection (Offers 4 and 6).
• Installation or unpacking day.

Delivery format

PDF package + Google Sheet budget model (shared, client owns a copy) + private shoppable Phase 1 collection + two Google Meet calls.

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