Client
Questionnaire
Templates
PDF GUIDE
Client Questionnaire
Templates
*Remember this is a guide. Take and tweak for YOUR business as you see fit.
Project Questionnaire
Contact Information
❏ First and Last Name
❏ Phone Number
❏ Email
❏ Project Address (Make sure to ask for the “Project” Address which may
be different from where they are currently located.
Project Information
❏ What rooms are you looking to include? (*Required)
❏Whole Home
❏ Kitchen
❏ Bath(s)
❏ Living
❏ Dining
❏ Bedroom
❏ Office
❏ Other
❏ What is your rough budget for the entire project (Including design,
construction, finishes & furnishings) (*Required)
(Provide client with 3-5 ranges starting with your minimum
required budget. Keep the ranges very broad so they don’t get hung up
on an exact number. Include the “I have no idea” option)
as well. Stretch yourself to include a VERY high option as well.
❏ What is your timeline to start?
❏As soon as possible
❏Within 3 Months
❏Within 1 year
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Lifestyle Questionnaire
Contact Information
❏ Name (May be redundant and not be necessary depending on how you send)
❏ Project Address (May be redundant and not be necessary depending on how you send)
❏ Are there any special instructions for getting to your home? (i.e gate
code, parking, etc.)
About Your Home
❏ How many square feet is your home (Best estimate if you’re unsure)
❏ What are your long-term goals for your home?
❏Forever Home
❏Resale Eventually
❏Resale 3-5 years
❏I’m Flipping
❏ When it comes to your design aesthetic and style:
❏I know exactly what I like/want
❏I kind of know what I like/want
❏I need help figuring it out
❏We know what we want but don’t agree
❏ When this project is complete, describe the FEELING you would like to
create for you and your friends/family. (Open ended response)
❏ When it comes to color, which is most true for you?
❏I’m 100% not afraid of color
❏I want more color but carefully edited
❏I prefer neutrals
❏Other...needs explaining
❏ What colors are you drawn toward? (If you can, try to be specific such
as “dark blues” or “greenish blues” instead of just “blue”.
❏ Are there any future projects you like to mention?
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About You/Your Family
❏ Tell us about yourself and any household members. (i.e. Spouse/partner,
Names, Ages of Children, Extended family, Pets, etc.)
❏ Where did you grow up? Did that have any influence on you?
❏ Where have you/your family traveled that you have enjoyed?
❏ Do you enjoy entertaining? If so, describe your entertaining style (i.e.
Casual, sit-down, kid-friendly, large gatherings, intimate, etc.)
❏ What other activities or hobbies do you enjoy? (i.e. Inside or outside the
home; cooking, sports, book club, etc.)
❏ Do you have any childhood memories around home/place that you are
particularly fond of?
❏ Do you have any special needs that you would like to share? *Please
note, your response is 100% confidential. I have worked with families
and individuals with a wide range of physical, emotional, and mental
conditions. I believe wholeheartedly that design can help with many
special needs.
Budget & Logistics
❏ What is your estimated budget for the entire project? (Including
design, construction, finishes & furnishings) Note - I ask this question
again in case their budget has changed or if they didn’t know before
but have now given it some thought.
❏ Have you worked with an interior designer before? If yes, how was your
experience?
❏ When it comes to making decisions, (Select one)
❏I am quick and confident
❏I’m fairly quick but sometimes second guess myself
❏I need a little time to make decisions
❏I'm very methodical in my decision making and need time.
❏ Links to any Houzz or Pinterest Boards
❏ Is there anything else you would like us to know or elaborate on?
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