Home Energy Assessment
Photo & Information Guide — Everything you need to prepare for your consultation
Overview — What You'll Need
Thank you for booking your Home Energy Assessment. To give you the most accurate and personalized reading, I need to understand your space — even though we're not meeting in person.
Here's what you'll prepare (estimated time: 30–45 minutes):
| Item | Time | What it is |
|---|---|---|
| ① Intake Form | 10 min | A few questions about you and your space |
| ② Floor Plan | 10 min | A simple sketch of your home's layout |
| ③ Photos | 15 min | About 15–20 photos of key areas |
| ④ Video Walkthrough | 5 min | A short phone video walking through your home |
Fill Out the Intake Form
This form helps me understand your space, your goals, and what you'd like to shift. Please answer as honestly and specifically as you can.
About You
About Your Home
We will never share your address. If you already know which direction your home faces, you do not need to provide it.
Your Goals & Concerns
What areas of your life would you like to improve?
Create a Simple Floor Plan
I need a basic layout of your home to understand how energy flows through the space. You do not need a professional floor plan. A hand-drawn sketch is perfect.
What to Include
- ☐The shape of your home (rectangle, L-shape, irregular)
- ☐All rooms labeled (living room, kitchen, bedroom 1, etc.)
- ☐All doors — mark where they are and which way they swing
- ☐All windows — mark their positions on the walls
- ☐Key furniture: bed(s), stove, desk(s), sofa, dining table
- ☐The front door — clearly label it "FRONT DOOR"
- ☐Any stairs, balconies, or outdoor areas
Example floor plan — hand-drawn is fine, just make it readable like this
ADraw by Hand (Recommended)
Grab a piece of paper and a pen. Walk through your home and sketch the layout.
- • Which rooms are next to each other
- • Where doors and windows are
- • Where key furniture sits (bed, stove, sofa, desk)
BUse a Free Online Tool
If you prefer digital:
• Homestyler.com — Free, drag & drop rooms
• Floorplanner.com — Free tier available
Photograph Your Home
This is the most important part. About 15–20 photos total.
Angles: Hold your phone at chest height (about 4.5 ft). Keep it level.
Wide shots: Use 0.5x wide-angle if available.
Naming: Rename files:
01_frontdoor.jpg, 02_livingroom.jpg, etc.1Front Door / Main Entrance (4 photos)
Photo 2: Stand at the front door, looking inside.
Photo 3: Stand inside facing the front door.
Photo 4: The view from your front door looking outward.
2Living Room (2–3 photos)
Photo 6: Opposite corner, shoot back.
Photo 7: If connected to dining, show both spaces.
3Kitchen (2 photos)
Photo 9: Show the stove, sink, and refrigerator relationship.
4Master Bedroom (2–3 photos)
Photo 11: Bed and window in the same frame.
Photo 12: If en-suite bathroom door or mirror faces the bed.
5Bathroom(s) (1 photo each)
6Additional Bedrooms / Home Office (1 photo each)
7Dining Area (1 photo)
8Exterior & Surroundings (2–3 photos)
Photo 18: View from your main window looking outside.
Photo 19: Notable features near your home.
9Special Features (Optional)
If any of these apply, please photograph them:
- • Stairs (from the bottom looking up)
- • Mirrors facing the bed
- • Exposed ceiling beams over bed or sofa
- • Doors that face each other directly
- • Sharp wall corners pointing at bed, sofa, or dining table
- • Long narrow hallway with a door at the end
- • Any room that feels unusually dark, cold, or heavy
Record a 2-Minute Video Walkthrough
Photos give me the details. The video gives me the flow.
How to Record
- Open your phone camera, switch to video mode
- Hold the phone in landscape at chest height
- Start at your front door
- Walk slowly: Front door → Living room → Kitchen → Dining → Bedrooms → Bathrooms
- At each room, pause for 3–5 seconds and slowly pan left to right
- Walk at a slow, steady pace — one continuous take
- Total length: 2–3 minutes
Submit Everything
| Method | How | Best for |
|---|---|---|
| Google Drive | Upload to a folder, share link | Large video files |
| Attach photos + floor plan | Quick submission |
File Naming Convention
| File | Name it |
|---|---|
| Intake form | intake_form_[name].pdf |
| Floor plan | floorplan_[name].jpg |
| Front door | 01_frontdoor_outside.jpg |
| Living room | 05_livingroom_angle1.jpg |
| Kitchen | 08_kitchen_full.jpg |
| Master bedroom | 10_bedroom_full.jpg |
| Exterior | 17_exterior_front.jpg |
| Video | walkthrough_[name].mp4 |
What Happens Next
| Step | What happens | Timeframe |
|---|---|---|
| 1. Review | I study your floor plan, photos, video, and intake form | 2–3 days |
| 2. Analysis | I map your home's energy flow and identify key areas | 2–3 days |
| 3. Written Summary | PDF summary of all recommendations | Within 48 hours |
Quick Checklist
Print this page or save it — check off each item as you complete it.
☐ Intake Form Completed
- ☐Personal info (name, email, birth date, birth time)
- ☐Property info (type, size, address, year)
- ☐Household members listed
- ☐Goals and concerns written
☐ Floor Plan Created
- ☐All rooms labeled
- ☐All doors marked (with swing direction)
- ☐All windows marked
- ☐Key furniture placed (bed, stove, sofa, desk)
- ☐Front door clearly labeled
- ☐Photo taken of the floor plan (if hand-drawn)
☐ Photos Taken (15–20 total)
- ☐① Front door — 4 photos
- ☐② Living room — 2 photos (both angles, sofa + window visible)
- ☐③ Kitchen — 2 photos (full room + stove/sink/fridge)
- ☐④ Master bedroom — 2 photos (full room + bed + window)
- ☐⑤ Bathroom(s) — 1 photo each
- ☐⑥ Other bedrooms/office — 1 photo each
- ☐⑦ Dining area — 1 photo
- ☐⑧ Exterior — 2–3 photos
- ☐⑨ Special features — optional
☐ Video Walkthrough Recorded
- ☐Landscape mode, chest height
- ☐Starts at front door
- ☐Walks through every room
- ☐3–5 second pause + pan at each room
- ☐2–3 minutes total
☐ Files Named & Submitted
- ☐All photos numbered in order (01_, 02_, 03_...)
- ☐Floor plan photo included
- ☐Video file included
- ☐Intake form completed
- ☐All files uploaded to cloud drive or emailed
Questions? Book a consultation