Our Custom Homebuilding Process
The first step is to set up a free consultation (see below), and if you choose to engage our services, we will get to work!
DISCOVERY & DESIGN
There is a lot that goes into a successful build and all of that starts with an exchange of ideas, design, site planning, and more. In the Discovery and Design phases, we will learn about your wants and needs, what are your homesite’s possibilities, and then we will get to work, creating a design that is all you desire in your home and more!
STEP 1: DISCOVERY
The Discovery phase is all about diving into your project – you will tell us about your vision, wants and needs. timeline, site, and more. We have plenty of questions to ask and and tools to assist us with getting to learn more about your tastes – all of which are critical for helping design the home of your dreams!
- Project Overview Planning
- Deep Dive Discovery Session
- Floor Plan Needs Analysis
- Design Consultation Meeting
- Design Style Assessment
- Budget Discussion
STEP 2: DESIGN
Once our initial Discovery Phase is complete, we dive in and begin designing. At the end of this phase, you will have fully-executable floorplans, elevations, engineered plans, a spec book, and bids from builders. Next step – permits and building commences!
- Client representation at any design/plan meetings
- Floorplan design review
- Consult with Client’s floorplan provider when needed
- Exterior elevation design review
- Consult with Client’s elevation provider when needed
- Landscape design review
- Consult with Client’s landscape designer when needed
- Budget and vision meeting
- Architect or CAD design meeting and review
- Floor plan red line coordination with Client’s floorplan provider (if necessary)
- Consult with Client’s engineer when needed
- Interior finishing discussion and selection
- Rendering of the interior concepts
- Coordinate sample materials and finishes
- Coordinate plumbing fixtures selection
- Coordinate electrical fixtures selection
- Coordinate tile and flooring selection
- Discuss heating and cooling selections
- Create whole home color theme
- Coordinate finish trim and doors
- Coordinate cabinet selections
- Coordinate lighting plan & fixtures
- Furniture & styling discussion to suit the home
- Final product sourcing
- Creation of Home Specifications book
- Send project out for bid
- Bid analysis
- Trade meeting to evaluate build savings possibilities
- Bid negotiation
- Builder interviews if not using Project Consultant’s builder
- Loan Package creation for bank (if loan is needed)
BUILD MANAGEMENT
With the New Home Strategists, you also get peace of mind during your build. No having to worry about scheduling subcontractors or last-minute questions about deliveries – we will handle it all, helping guide the decisions you will need to make along the way to ensure that options align with your build goals.
Full Build Schedule Management
WEEKLY MEETINGS AND PROGRESS UPDATE
TRADE WALK-THROUGHS AND COORDINATION
CONSTRUCTION SITE MANAGEMENT:
- Site walk
- Foundation
- Framing
- Electrical
- Plumbing
- Mechanical
- Windows
- Siding
- Drywall
- Paint
- Concrete work
- Fireplaces – elevations
- Tilework
- Cabinet design
- Cabinet install
- Closets
- Countertops
- Appliance selection
- Landscaping design
- Landscaping review
PLUS:
- Lighting plan
- Lighting installation
- Trade and vendor communications
- Product procurement
- Logistics planning
- Delivery scheduling
- Storage coordination
- Installation coordination
- Installation management
- Trade work completion verification
- Punch list analysis
- Reveal day
- Photo session
- Project review
- Project close
Download Our Custom Home Design | Build Brochure
Schedule Consultation
Or call 360-527-8904 or email: Shauna@TheLonesGroup.com
Q: What are the steps in the custom homebuilding process?
A: Our process runs through Discovery, Design, and Build Management — starting with a deep-dive discovery session and ending with a final walkthrough, photo session, and project close.
Q: What happens during the Discovery phase?
A: We learn your vision, wants, needs, timeline, and site possibilities through a deep-dive discovery session, floor plan needs analysis, and budget discussion.
Q: Do you manage the construction schedule directly?
A: Yes — our Build Management phase includes full build schedule management, weekly meetings and progress updates, trade walk-throughs, and on-site construction coordination from foundation through final reveal.

