Major
·
Domo
Discovery
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Major
·
Domo
Client Discovery
1 · Client
2 · Property
3 · Concerns
4 · Notes & Send
Client basics
Who we're working with.
Client name
*
Property address
*
Phone
Email
Preferred contact method
—
Phone (call)
Phone (text)
Email
Whatever's easiest
How did they find us?
Next →
The property
What we're stewarding.
Property type
—
Primary residence
Second home
Seasonal / vacation
Investment / rental
Commercial
Mixed-use
Approx. size (sq ft)
Year built / age
Occupancy pattern
—
Full-time
Part-time
Seasonal
Mostly vacant
Tenanted
Existing vendors, staff, or service providers
Notable systems or features
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Concerns & priorities
What's keeping them up at night.
What prompted them to reach out?
Top concerns / pain points
What does success look like to them?
Urgency
—
Immediate (this week)
Soon (this month)
Exploring (no rush)
Budget posture
—
Open / not a constraint
Value-conscious
Tight / cost-sensitive
Unknown
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Next →
Notes & send
Free-form impressions, AI assist, and delivery.
Conversation notes
Get AI Read
Draft Follow-up Email
AI Assessment
Follow-up Draft
Send to John
Delivers a compiled summary to john@majordomoco.com
Send to John@majordomoco.com
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