After our initial phone chat, I meet with you for an assessment session in which we do a physical walk through and go over in detail what’s on your mind, your ideas, your goals and questions.
Then I draw up a plan that includes a clear statement of mission, solutions, recommendations, priorities in clear doable steps, supply/shopping list, a timeline, and sometimes a 3-D floor-plan. It’s like your own manual.
From there you review it and we make any necessary adjustments in response to your feedback. Then you decide what you can do on your own and what you need me for.
In some cases, especially with a contained, concentrated project, for example managing a move or creating an archive, I draw up a commensurate contract, an estimate, a deposit, and a pay schedule with periodic progress reviews built into it.