How To Prepare For Your In-Home Consultation

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How To Prepare For Your In-Home Consultation

At Colorado Shade and Shutter, we combine beautiful, designer-level window coverings with attentive, start-to-finish service for homeowners. An in-home blind, shade or shutter consultation is the heart of that experience. During this free consultation, we'll examine your space's light and architecture to guide our recommendations. We'll also confirm measurements and finishes. 

Here are a few steps you can take to prepare for your consultation to ensure your selections fit your home and lifestyle. 

In-Home Consultation Checklist

You can follow this consultation checklist to get ready for our visit.

Set Your Goals and Priorities

To prepare for a consultation, define the top need for every room, such as:

  • Privacy
  • Light control
  • Energy efficiency
  • UV or glare reduction 
  • Room darkening

Take note of where the sun is harsh and any hot or cold spots that might benefit from extra insulation. You can also flag your personal must-haves, such as blackout shades in bedrooms or easy-clean options for the kitchen.

Gather Inspiration and Decision-Makers

Save a few photos of rooms you love for inspiration. Take note of your preferred colors and finishes to ensure a cohesive alignment of materials. You should also make sure all your decision-makers will be present during the in-home consultation or available virtually to finalize choices in one visit.

List Windows and Rough Details

List windows by room and count the number of openings you want to cover. If you're planning a larger project, you can mark priority windows to do now, and those that can wait for another phase. 

It can help to note any special shapes and constraints of your space, such as: 

  • Arches
  • Bay windows
  • French doors
  • Cranks
  • Handles
  • Deep sills
  • Tile backsplashes

 Having rough width or height measurements can help with early pricing and estimates. Our knowledgeable team will take the final measurements. 

Consider Lifestyle and Tech Preferences

Consider your lifestyle needs and preferences. 

  • Do you need to consider child and pet safety? You might prefer cordless controls or shutters with concealed tilt. 
  • Do you prefer motorization? With this option, you can control your window coverings with a remote, your voice or an app. 
  • What are your power preferences? Choose between rechargeable or hardwired solutions.

Handle Final Preparations on the Day

On the day of your shade, blind or shutter consultation, make sure pets are contained and any alarms are silenced or switched off. Clear sills and provide about 3 feet of access. Raise or remove temporary coverings if possible and ensure good lighting. 

If you're considering motorization, make sure a nearby outlet is available for demonstrations and note the outlet locations for future power needs.

You should also have a budget range and timeline ready. If you have questions about installation or lead times, write them down so you remember during the consultation. 

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