Preliminary Investigation Memo

Client Information Sheet

We appreciate you reaching out to us regarding your property. To help us conduct a thorough preliminary investigation efficiently and minimize the chances of needing to follow up with you, please provide the following information.

Property Owner

First Name

Last Name

Phone

(###)

###

####

Current Use(s) of The Property

Age of Building(s)

Intention / Vision For The Property

Ideal Budget Ceiling (Rough Estimate)

Budget Flexibility 1-5

Risk Appetite 1-5

Desired Timeline / Completion Date 6 months? 2 years? End of Fall 2025?

Conclusions / Info From Past Discussions With City / Town / Region etc.

Additional Info That Would Aid The Investigation / Steer Recommendations In A Specific Direction

Thank you for taking the time to provide the above information. We will begin the investigation as soon as possible. Although this form will expedite and simplify the investigation process, we may still need to contact you to confirm information or ask further questions, please ensure the provided contact information is the most convenient address or # to reach you at.

Best,

PlanForge Team