Customer Onboarding Form

Welcome to
Richard Haro
Drafting & Planning

Tell us about your project and yourself. This takes about 5 minutes and gives Richard everything he needs to start your project right.

Client Info

Project

Details

Budget

Sign

👤

Client Information

Your personal and contact details

First Name *

Last Name *

Phone Number *

Email Address *

Best Time to Call

Preferred Contact Method

📞 Phone

💬 Text

📧 Email

Property Address *

City *

Jurisdiction / Permit Office

📐

Project Details

Size, timeline, and existing conditions

Estimated Square Footage

Approximate is fine

Number of Stories

Number of Bedrooms

Target Start Date

Target Completion Date

Is Permit Already Filed?

Yes

Corrections Pending

Existing Permit Number (if any)

Zoning District (if known)

💰

Budget & Financing

Confidential — helps us right-size your project

Total Project Budget

How Are You Financing?

Additional Budget Notes

🔍

How Did You Find Us?

Optional — helps us improve our outreach

Referral Source

👥 Referral

🔍 Google

⭐ Yelp

📧 Email Campaign

📱 Social Media

🏠 Past Client

Referred By (name, if applicable)

✍️

Authorization & Signature

Authorize RHDP17 to begin your project consultation

I authorize Richard Haro Drafting and Planning to:

Review my project details and contact me to discuss scope and fees

Store my information securely in the RHDP17 system

Send me project updates and communications via my preferred contact method

Full Legal Name *

Date *

Digital Signature — Type your full name to sign

Ready to submit? Your information goes directly to Richard and Cassie at Haroinc@rhdpinc.com. You'll hear back within 24 hours. All information is kept strictly confidential.

Welcome toRichard HaroDrafting & Planning

You're All Set!

Welcome to
Richard Haro
Drafting & Planning