Pre-Consultation Checklist: How to Prepare for a Home Improvement Consultation

A practical checklist to help you get the most from your consultation — covering what to think about, what to have ready, and what questions to ask. ## Before Your Consultation Use this checklist to ensure your consultation is productive. Whether your project involves windows, roofing, an extension, or any other improvement, these steps apply universally.

### 1. Define Your Priorities - [ ] What is the primary reason for the project? (e.g., more space, energy efficiency, aesthetics, structural necessity) - [ ] What is your realistic budget range? (Include a 10–15% contingency) - [ ] What is your ideal timeline? (When do you need the project completed?) - [ ] Are there any non-negotiables?

(e.g., specific materials, design features, access requirements) ### 2. Gather Property Information - [ ] Know your property type (detached, semi, terrace, flat, listed, conservation area) - [ ] Check whether you have an EPC (Energy Performance Certificate) — this helps identify insulation and energy priorities - [ ] Note the age of existing elements being replaced (windows, roof, boiler) - [ ] Identify any known issues (damp, cracks, previous failed repairs) ### 3.

Check Planning and Permissions - [ ] Is the property in a conservation area, AONB, or listed? (Affects what work requires permission) - [ ] Have you checked whether the work falls within permitted development rights? - [ ] Are there any restrictive covenants on your property? - [ ] Do you share a boundary wall? (Party Wall Act may apply) ### 4.

Prepare Your Space - [ ] Ensure the consultant can access all relevant areas (loft, exterior walls, garden boundaries) - [ ] Clear furniture away from windows, walls, or areas being assessed if possible - [ ] Have any previous survey reports, drawings, or quotes available ### 5. Questions to Ask Your Consultant - What specification are you recommending, and why?

- What is included in the quote and what is not? - What guarantees are offered — and by whom (manufacturer vs installer)? - How will Building Regulations compliance be handled? - What is the realistic timeline from order to completion? - What disruption should we expect during installation? - What aftercare or maintenance is recommended?

### 6. After the Consultation - [ ] Review the written specification before comparing prices - [ ] Compare like-for-like — ensure all quotes cover the same scope - [ ] Check installer credentials (accreditations, insurance, reviews) - [ ] Do not feel pressured to decide on the day — a reputable company will give you time ## Why This Matters The quality of your consultation determines the quality of your project.

A well-prepared homeowner gets better advice, more accurate pricing, and fewer surprises during installation. --- ### What to do next Once you have worked through this checklist, the next step is to share your details with EvoHome Improvements so we can help you organise your consultation and, where appropriate, connect the project with suitable independent…