Clinch

Free template · 16 questions

Interior designer client questionnaire

A home or commercial interior intake: rooms, lifestyle, budget split and who signs off, so concepts fit the people and not just the space.

When to send it: Before the site visit.

The space

  1. 1.Address and type of property; owned or rented?
  2. 2.Which rooms are in scope, with approximate sizes or floor plans.
  3. 3.Is any construction or structural work involved?
  4. 4.Furniture and pieces that must stay.

How you live

  1. 5.Who uses the space (children, pets, guests, home office)?
  2. 6.Styles, colours and materials you love and hate; share photos or a Pinterest board.
  3. 7.Storage problems or daily frustrations with the current layout.

Project

  1. 8.Budget for furniture and finishes separate from labour, if you know it.
  2. 9.Target completion date, and is it tied to a move or event?
  3. 10.Design only, or full procurement and project management?
  4. 11.Who makes the final decisions?

Budget, timing and decisions

  1. 12.What budget range have you set aside for this?
  2. 13.Is there a hard deadline, and what happens if it moves?
  3. 14.Who else needs to approve the work or the contract?
  4. 15.How would you prefer we communicate (email, calls, messaging), and how often?
  5. 16.How did you hear about me?

Send it, and get the answers back

Stop copying answers out of email threads. With Clinch the questionnaire goes out with your proposal or contract, your client fills it in from their phone, and the deposit is paid when they sign.

Send this questionnaire free

Questions about client questionnaires

When should a interior designer send a client questionnaire?

Before the site visit.

Can I edit these questions?

Yes. Copy them, remove what does not apply and add your own. Shorter questionnaires get answered faster: keep only the questions whose answers change your price, your plan or your contract.

Should the questionnaire come before or after the contract?

Questions that affect price and scope belong before the proposal; the detailed ones (names, timelines, access) work best right after signing, when the client is committed and expects them.

How do I send it with Clinch?

Create a free Clinch account, paste the questions, and send them with your proposal or contract. Your client answers from their phone without an account, and the answers are saved on the client's record.