Projects

B2C Project Intake

Creates a canonical account, contact, lead, project record, source evidence, first task, checklist scaffold, and project.created event.

Client and Property

Client nameEmailPhoneCityStateCountryHome typePrimary / vacation / investmentPrivacy notes

Project Type

Project type

Scope

Rooms involved (comma-separated)Categories needed (comma-separated)Owned Luzione categories (comma-separated)Partner categories (comma-separated) Custom sourcing neededExisting designer / architect / contractorLogistics constraints

Timeline, Budget, Decision

TimelineBudget band Budget sensitiveDecision structure

Style Direction

Style directionInspiration notesDesired moodMaterialsBrands they likeMust avoidUploaded or linked references

Next Step and Evidence

Next stepLead sourceSource evidence / referral note