Comfort Survey
PS-000000-0000
Project
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Who we're talking with
Client details
Client name
Project ID
auto-assigned
Phone
Email
Property address
Survey date
Is everyone involved in the decision present?
Yes
No
Partially
From your recording
Paste a Plaud (or any) transcript here. The assistant will suggest answers for any empty fields below — you review before anything is filled in.
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Home basics
Where things stand
Age of home
Age of system(s)
Last serviced
What's your outlook on the situation, as you see it right now?
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more to explore, if it feels right
What's that been like for you, day to day?
How long have you been dealing with it?
What's it been like, living with it this way?
The story so far
What prompted this
What prompted you to look into this now?
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more to explore, if it feels right
What made now feel like the right time?
Did something change, or has it just been building for a while?
What would you like to see happen with this over the next year?
If you could change one thing about how the system runs today, what would it be?
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more to explore, if it feels right
What made that stand out to you?
How often do you notice it?
What would it mean for you if that just went away?
Room by room
Comfort trouble spots
One entry per spot. Add a photo if it helps tell the story.
more to explore, if it feels right
How long has that spot been like that?
What do you do to work around it right now?
If that room worked the way the rest of the house does, what would you use it for?
+ Add a spot
Who this affects
The household
People in the home
Pets
Anyone with allergies, asthma, or sinus issues?
Yes
No
Tell me more about that.
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more to explore, if it feels right
How does that show up for them — worse in certain rooms, or certain times of day?
Has that gotten better or worse over the past year?
How's that affected their sleep, or school, or work?
What matters most
Past experience & what's driving this
Past experience — pick your framing
— whichever fits how this person talks
◂ USE THIS
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more to explore, if it feels right
What ended up happening because of that?
Was it more the time, the money, or just how it left you feeling?
What would make this time feel different?
What's driving this — pick your framing
— whichever fits how this person talks
◂ USE THIS
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more to explore, if it feels right
What's made this matter more now than it did before?
If nothing changes, what does next year look like?
How would you know this was actually solved — what would that feel like?
Looking ahead
What happens next
Reading on timing
— pick whichever fits how this person talks
◂ USE THIS
more to explore, if it feels right
What's competing for your attention against this right now?
What would have to happen for this to jump to the top of the list?
What's it like, having this sit on the list for a while?
If you were to move forward with improving this, when would you want it done by?
Roughly what's the monthly energy bill?
Is there a budget range we should keep in mind?
more to explore, if it feels right
Is that a hard ceiling, or a starting point?
What matters more — staying under that number, or getting it done right the first time?
What would make it worth stretching past that number?
What I'm hearing so far
Updates as the survey fills in
Nothing yet — start with the client's outlook above.
Next, try asking:
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