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Worked case study · assessment

Assessment and qualification funnel

Part of the HouseSmart worked case study, preserved verbatim. It demonstrates the method; it is not a live offer and no market results are claimed for it.

HouseSmart Readiness Assessment and Qualification Funnel

Landing page

Eyebrow: SMART HOME READINESS ASSESSMENT

Are You Planning the Home—or Collecting Devices?

Answer a short set of questions to identify missing decisions, urgent construction dependencies and the right HouseSmart service.

CTA: Assess My Project

Assessment dimensions

Score each as Planned, Partially Planned, Unknown or Not Applicable.

People

  • Residents and routines
  • Guests, children, pets and caregivers
  • Accessibility and aging-in-place needs
  • Comfort and privacy preferences

Construction

  • Project stage and drawings
  • Electrical and low-voltage deadlines
  • Network, conduit and equipment spaces
  • HVAC, lighting, shading and millwork coordination

Systems

  • Security and access
  • Climate and air quality
  • Lighting and shading
  • Energy, solar, storage and EV charging
  • Audio, video and communications
  • Water, leak, irrigation and outdoor systems

Intelligence

  • Rules versus AI decisions
  • Local versus cloud processing
  • Notifications and approvals
  • Personalization and learning

Resilience

  • Internet and power loss
  • Manual control
  • Privacy and cybersecurity
  • Vendor or subscription failure
  • Documentation, support and resale

Qualification form

Contact

  • Name
  • Email
  • Phone
  • Organization, if applicable
  • Project location

Project type

  • Custom new home
  • Production or model home
  • Multifamily development
  • Major renovation
  • Existing-home retrofit
  • Builder standard or product package
  • Architecture or interior-design project
  • Aging-in-place or accessibility project

Project stage

  • Early idea
  • Land acquired
  • Concept design
  • Design development
  • Permitting
  • Pre-construction
  • Framing
  • Electrical or low-voltage rough-in
  • Drywall approaching
  • Finished home

Time-sensitive decisions

  • Lighting plan
  • Electrical plan
  • HVAC and controls
  • Low-voltage and network
  • Security and access
  • Shading and windows
  • Millwork and equipment locations
  • Drywall
  • Vendor bids

Desired outcomes

  • Simplicity
  • Energy efficiency
  • Security
  • Comfort
  • Accessibility or aging in place
  • Entertainment
  • Air quality and wellness
  • Remote property management
  • AI assistance
  • Resale and future readiness
  • Builder differentiation

Investment

  • Under $5,000 for planning and technology
  • $5,000–$14,999
  • $15,000–$39,999
  • $40,000–$99,999
  • $100,000+
  • Builder portfolio or multi-home budget
  • Need a plan before setting the budget

Authority and team

  • Who approves the project?
  • Builder selected?
  • Architect/designer selected?
  • Electrician and low-voltage team selected?
  • Automation integrator selected?
  • Can key parties join a coordination call?

Submit

Button: Show My Smart Home Readiness

Routing

Urgent construction route

Show when rough-in, lighting, HVAC, millwork or drywall decisions are within 30 days.

Headline: Your Option Window Is Closing.

Recommend a Rapid Intelligence Planning Session.

Builder route

Show for builders, developers and architects.

Headline: Turn These Decisions Into a Repeatable Standard.

Recommend Builder Intelligence Planning Call.

Homeowner route

Headline: Translate How You Live Into a Technology Plan.

Recommend House Intelligence Blueprint consultation.

Existing-home route

Headline: Upgrade the Home Without Automating the Wrong Things.

Recommend Retrofit Intelligence Assessment.

Booking page

Bring the Plans. We Will Map the Intelligence.

Prepare project drawings, construction schedule, selected trades, known technology preferences, major frustrations and the decisions coming next.

Do not send passwords, alarm codes, access credentials or private camera footage.

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