GENERAL INFORMATION First Name*: John Last Name*: Smith Job Title*: President Company Name*: Custom Homes Company Name for Summit Guide*: Custom Homes ADDRESS (NO PO BOX) Address*: 1 Main St. Address Line 2: City*: Phoenix State / Province / Region*: AZ Postal / Zip Code*: 854 Country*: United States COMMUNICATIONS O ce Phone*: 12-345-6789
Mobile Phone Number*: 12-345-6789 Website*: www.example.com Email*: jsmith@example.com COMPANY AND PROJECT INFORMATION How long has your company been established?*: 3 years How many full-time employees will your company have at the end of 217?*: 8 How many business locations does your company operate?*: 1 In which of the following regions does your company build homes? (Check all that apply.)*: NEW ENGLAND (MA, CT, RI, ME, NH, VT) MIDDLE ATLANTIC (NY, NJ, PA) SOUTH ATLANTIC (MD, DC, DE, VA, WV, NC, SC, GA, FL) SOUTH CENTRAL (KY, TN, AL, MS, TX, OK, LA, AR) MIDWEST (MI, WI, OH, IL, IN, MN, ND, SD, IA, NE, KS, MO) ROCKY MOUNTAIN (AZ, NM, CO, UT, NV, ID, MT, WY) PACIFIC COAST (CA, WA, OR, HI, AK) Eastern CANADA (ON, QC, NB, NL, NS, PE) Western CANADA (BC, AB, MB, SK, NT, NU, YT) Mexico Other Foreign Please indicate your company s total 216 revenue from all sources*: 11,, Please estimate your company s projected 217 revenue from all sources*: 13,, Approximately how many homes will your company build in 217?*: 7
Please indicate what percentage of homes you build in 217 will fall into each of the following categories: (Note: total may exceed 1% due to homes applicable in multiple categories.) - % Starter Homes*: - % First-Time Move-Up *: - % Semi-Custom *: - % Custom *: 1 - % Multi-Family *: - % Luxury Single Family *: 1 - % Luxury Multi Family*: Excluding land, please indicate the cost per square foot of the homes that your company builds. (Check all that apply.)*: More than $1,/sf $51-$1,/sf $25-$5/sf $21-$25/sf $151-$2/sf $15/sf or less For each category, please indicate your company s top current suppliers. ELECTRONICS/AV/HOME AUTOMATION/SECURITY - Electronic Locks*: Emtek - Intrusion/Fire Alarm Systems*: - Home Theaters*: - Multi-room Audio/Architectural Speakers*: B&W - Intercoms/Door Answering Systems*: - Home Automation Systems*: Control4 - Video Surveillance Systems*:
- Structured Wiring Systems*: LIGHTING & ELECTRICAL - Automated Lighting Control Systems*: Lutron - Smart, Connected Load Centers*: - Back-up Generators and Switches*: Not sure - Solar Power Generation/ Energy Storage*: LG - Southern Energy Managem - LED Lighting*: - Whole-Home Power Conditioning and Surge Suppression*: - Motorized Shading Systems*: Lutron SMART HVAC & IAQ - Air Filtration and Cleaning Systems*: - High-E ciency Heating/Cooling Systems*: - Automated Ventilation Systems (HRVs, ERVs)*: - Smart/Connected Thermostats*: SMART/CONNECTED APPLIANCES - Smart, Connected Dishwashers*: - Smart, Connected Refrigerators*: - Smart, Connected Ovens and Cook Tops*: - Smart, Connected Washers & Dryers*: SMART WATER/WATER MANAGEMENT - Automatic Hot Water Recirculation Systems*:
Total Plumbing - Smart Irrigation*: Depends - Leak Detection and Protection systems*: - Tankless Water Heaters*: Navien - Rainwater Harvesting/Greywater Systems*: Proprietary - Water-saving Fixtures and Systems*: Depends SMART BUILDING PRODUCTS - Energy E cient/healthy Building Materials ( ooring, insulation, walls, roo ng)*: Zip Wall, spray foam, advantech - Motorized Windows, Skylights and Doors*: Velux - Energy E cient Windows, Doors, Skylights*: Jeldwen BUSINESS/IT SOLUTIONS - CRM Systems*: - Sales and Marketing Tools*: Mailchimp - Design Software*: - Virtual/Augmented Reality*: Matterport - Options Management & Selection Systems*: Buildertrend INDIVIDUAL PROFILE With which of the following are you substantially involved? (Check all that apply.) *: Design of new homes Selection of standard features and options o ered in new homes Selection of speci c brands of products o ered in new homes Selection of subcontractors charged with installation of products and systems in new homes None of the above
Please list years/positions with the company*: 3 Please list any previous relevant employers/positions*: What are your total years in the homebuilding industry?*: 3 Education*: B.S. Marketing Association Membership/Leadership*: What is your biggest opportunity with home technology?*: Personalized experiences for us What is your biggest challenge with home technology?*: voice control and other intuitive Please provide a brief bio*: performance and energy e ciency of homes. What is your hometown and state?: Boston, MA Married/Single/Family: Married What are your leisure pursuits?: Live music What are your favorite sports/teams?: What s your favorite food and drink?: Sushi and beer Dietary Restrictions: