
Less rework
Asking the right questions upfront prevents unnecessary revisions at the end of the project.
A complete workflow for running a client briefing, from the first conversation to the start of the project, and bringing all the information into Revit in an organized way, without rework.
Free • Instant access • Templates and checklist included

of project costscome from avoidable errors
Main cause: poor planning
Source: New Civil Engineer | GIRI (UK construction)
Alackoftechnicalskillsisn'talwayswhatstallsaproject.Often,theproblemisanincompletebriefing:everymissingdetailleadstorevisions,misseddeadlines,andrework.




Created with input from our architects with BIM expertise. No extra theory, just practical guidance for your next project.
Four reasons to use this workflow on your next project.
What international construction and project management research reveals about poor communication, unclear requirements, and rework.
of rework on U.S. construction sites is caused by poor communication and inadequate project information.
Source: PlanGrid/FMI
Average time spent per team member searching for project information, resolving conflicts, and fixing mistakes.
Source: PlanGrid/FMI
In nearly half of projects that fail to meet their goals, unclear requirements are the cause.
Source: Project Management Institute

A practical guide to running every stage of a client briefing, keeping everyone fully aligned and eliminating miscommunication.

A complete overview of the family’s routines, habits, and needs to guide the project with precision from the start.

A framework for mapping operations, customer flow, brand identity, and business goals before design begins.

A roadmap for accurately translating every client requirement into practical 3D modeling parameters.
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“The checklist changed how I bring client information into Revit. I stopped redoing sheets because of missed details.”
Nathalia Froner
Architect · Piracicaba, SP