Take control of your client onboarding process with our Client Intake Questionnaire, designed to help you filter potential clients, streamline communication, and gather crucial project information effortlessly. This customizable questionnaire has been a game-changer for our interior design business, allowing us to avoid time-consuming projects that aren’t the right fit while focusing on clients who align with our processes and vision. It’s not just a form—it's a strategic tool to help you define client expectations, understand their design preferences, and even navigate budget conversations upfront.
By using this questionnaire, you’ll establish professionalism from the first point of contact, ensuring clients understand your design process, timelines, and investment requirements. With sections covering everything from project scope and style preferences to budgets and timelines, this document allows you to approach each project with a clear plan, reducing miscommunication and setting the foundation for a smooth, efficient collaboration.
Whether you’re looking to attract more aligned clients or save time on discovery calls, our Client Intake Questionnaire is an invaluable asset to take your design business to the next level.
CLIENT INTAKE / QUESTIONNAIRE
All the materials provided by our company, including contracts, templates, and guides, are based on our professional experience and knowledge in the interior design industry. These materials are intended to serve as resources to help streamline your business operations and enhance your client relationships. However, they are not to be considered legal advice. We strongly recommend consulting with a legal professional to ensure that these materials meet your specific legal needs and comply with local regulations.