Project Documentation: Quick Capture (Simple Form)

What You're Going to Do

Document a completed project with essential details—client name, project overview, key features, before/after photos, and review status. This is the quick capture form when you just need basic project documentation for content creation.

Why This Matters

Every completed project is content potential. But if you don't document it, it's lost opportunity. This simple form captures enough information to create basic social content, case studies, and portfolio pieces.

Pour Real Energy Into This

Don't just write "bathroom remodel." Tell us what you did, what problems you solved, what features matter. Generic project descriptions create generic content. Specific details create compelling stories.

This Builds Into Everything

Project documentation becomes portfolio content, case studies, before/after social posts, local SEO content, and testimonial opportunities. Document projects systematically and you build content library that compounds over time.

Use The Form

Fill out the GHL form. Upload before/after photos directly. This creates project record in our system for content production.

We'll Discuss This

No workshop needed for this—it's just data capture. Fill it out as you complete projects. Takes 10 minutes and creates months of content opportunity.

For Contractor Clients

This is how we build your project portfolio and create content from your completed work. Do this for every significant project. Even if client won't do testimonial, we can still use project details and photos for portfolio and educational content.

Question-by-Question Guidance

Project Name

What we need: Unique identifier we can all use. Make it memorable and searchable.

Examples: "Johnson Centennial Master Bath 2024" or "Martinez Highlands Ranch Kitchen" or "Chen Denver Basement Finish"

Format: LastName + City + Project Type + Year works well

Project Overview

What we need: 3-5 sentences about what you did. Services performed, scope, overall transformation.

Good example: "Complete master bathroom renovation in 1990s home. Removed tub, installed large walk-in shower with bench and rain head. Added double vanity with quartz countertop. Heated tile floors. Custom tile work throughout. Addressed hidden plumbing issues discovered during demo."

Bad example: "Bathroom remodel." (Too vague—tell us what you actually did)

Key Features (3-5)

What we need: The standout elements that solve specific problems or showcase craftsmanship.

Examples:- "Curbless walk-in shower with linear drain for accessible aging-in-place design"- "Custom white oak vanity with soft-close drawers and integrated lighting"- "Heated floor system for cold winter mornings"- "Frameless glass enclosure with minimal hardware for clean modern aesthetic"- "Niche with accent tile for shampoo storage—no ugly corner shelves"

What Was Most Important to Client

What we need: Their priorities. What did they care about most? This becomes the story angle.

Examples:- "Getting ready simultaneously without fighting over single sink"- "Aging-in-place features so they never have to move"- "Low-maintenance finishes—no grout to clean in shower"- "Modern aesthetic that matches rest of recently remodeled home"- "Fixing hidden water damage before it became bigger problem"

Has Client Given Google Review?

Simple yes/no. If yes, we can reference it. If no, it's a follow-up opportunity.

How Likely to Leave Review (1-10)

Honest assessment. 10 = thrilled, will definitely review. 1 = had issues, probably won't. This helps us prioritize review request follow-up.

Before Photos

Upload everything you have. Multiple angles, close-ups of problem areas, overall space. More is better. Even if lighting is bad, we can work with it.

After Photos

Upload finished project photos. Multiple angles, detail shots, overall space. If you haven't photographed yet, note that and we'll schedule shoot.

Bottom Line

Simple project documentation creates content opportunities. Fill this out for every project as you complete them. 10 minutes of documentation creates months of content value.