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Client Intake · Popular

Streamline Your Interior Design Client Onboarding

Gather essential project details, design preferences, and budget information from new interior design clients with this comprehensive intake form.

Use This Template Free Preview

Peach theme

formbuilder.ai/f/interior-design-studio-new-client-intake-project-vision-form

Interior Design Studio New Client Intake & Project Vision Form

Full Name

· · ·

Email Address

· · ·

Phone Number

· · ·

Submit

The Interior Design Studio New Client Intake & Project Vision Form is a professionally structured template designed to help interior designers collect everything they need before starting a new project. From contact details and property information to design style preferences and budget ranges, this form ensures no critical detail is overlooked during the discovery phase.

This template is ideal for independent interior designers, boutique design studios, and home staging professionals who want to streamline their client onboarding process. By capturing room scope, desired aesthetics, color palettes, and project timelines upfront, designers can arrive at the first consultation fully informed and ready to deliver a tailored experience.

Using this digital intake form eliminates back-and-forth emails, saves time for both the designer and client, and creates a professional first impression. Customize the fields to match your studio's unique workflow and brand voice, then share it instantly with new clients via link or embed it directly on your website.

4 Pages

27 Questions

~9min To complete

Free No credit card needed

Field types Dropdown ×4 Long Text ×4 Short Text ×3 Single Choice ×2 Multiple Choice ×2 Full Name Email Phone Address Date picturechoice ranking File Upload number Yes / No termsandconditions Signature

Questions in this template

Free template

The exact questions included — customize any of them to fit your needs.

Page 1 Client Information 6 questions

About You

1 Full Name * Full Name

2 Email Address * Email

3 Phone Number * Phone

4 Property Address for the Project * Address

5 How did you hear about us? * Dropdown

6 If referred, who may we thank? Short Text

Page 2 Property & Project Details 7 questions

Tell Us About Your Space

1 Property Type * Dropdown

2 Is this your primary residence? * Single Choice

3 Project Scope * Dropdown

4 Which rooms or areas are included? * Multiple Choice

5 Estimated Project Budget * Dropdown

6 Desired Project Start Date Date

7 Do you have a target completion date or deadline? Short Text

Page 3 Design Vision & Preferences 6 questions

Your Style & Vision

1 Which design styles resonate with you? * Multiple Choice

2 Describe your dream space in a few sentences. How do you want it to feel? * Long Text

3 Which color palette appeals to you most? * picturechoice

4 Rank these priorities in order of importance to you * ranking

5 Upload any inspiration images, mood boards, or Pinterest links (optional) File Upload

6 Are there any colors, materials, or styles you absolutely want to avoid? Long Text

Page 4 Lifestyle, Logistics & Agreement 8 questions

A Few More Details

1 How many people live in the household? * number

2 Do you have pets? * Yes / No

3 If yes, what kind and how many? Short Text

4 Any special requirements we should know about? (e.g., accessibility needs, allergies to materials, work-from-home setup) Long Text

5 Which level of service are you interested in? * Single Choice

6 Is there anything else you'd like us to know before our initial consultation? Long Text

7 I agree to the studio's consultation terms and understand that a design retainer may be required to begin the project. * termsandconditions

8 Client Signature * Signature

How to use this template

Click "Use This Template Free" to open it in the FormBuilder editor. From there you can add, remove, or reorder fields with drag-and-drop, switch themes for instant restyling, add your logo, configure email notifications, and set your success message. When ready, publish with a unique link and start collecting responses immediately.