Interior design client questionnaire template
Use this interior design client questionnaire before the first consultation. It shows the size of the project and if it fits your services.
Short answer
An interior design client questionnaire should cover the property and rooms, how the space is used, style preferences, the scope of work, the investment range, and the timeline.
The 13 questions, and why to ask each one
Client and property
1. What is your name, phone number, and email address?
Why ask: Needed for follow-up.
2. Where is the property, and do you own or rent it?
Why ask: Checks your service area and what changes are allowed.
3. Which rooms or areas are part of the project?
Why ask: Sets the size of the project.
4. Who lives in or uses the space? (children, pets, guests, work from home)
Why ask: Function drives layout and material choices.
Style and scope
5. What do you like and dislike about the space today?
Why ask: Shows the problems to solve.
6. How do you want the space to feel?
Why ask: Gives a direction for the concept.
7. Do you have photos, boards, or examples of styles you like?
Why ask: Makes taste concrete before the first meeting.
8. Which items must stay? (furniture, art, flooring)
Why ask: Sets limits for the design.
9. What kind of help do you need: full design, a consultation, or furnishing only?
Why ask: Matches the enquiry to your service levels.
10. Is construction or renovation part of the project?
Why ask: Shows if contractors and permits are involved.
Budget and timing
11. What investment range do you plan for the project, including furnishings?
Why ask: Lets you propose a realistic scope.
12. When do you want to start, and is there a date it must be finished?
Why ask: Lead times for furniture and trades are long.
13. Who makes the decisions on the project?
Why ask: All decision makers should attend the consultation.
Run this form as a conversation
A form waits until the visitor fills in every field. A MadeAgentic website agent answers the visitor's questions from your approved content, asks these intake questions by voice or text, and sends your team a summary. For good-fit visitors it can open your Calendly or Cal.com calendar inside the chat; the visitor picks the time.
- Generate a first agent from your website address.
- Add the questions above as qualification objectives and remove the ones you do not need.
- Test the conversation, then add the embed code to your site.
$99 per agent per month after a 30-day free trial. No credit card needed.
More intake form templates
- Client intake form template
- Coaching intake form template
- Consulting client intake form template
- Law firm client intake form template
- Tax client intake form template
- Real estate buyer questionnaire template
- Web design client questionnaire template
- Financial planning client questionnaire template
Related: how to qualify leads from your website, AI lead qualification workflow.
FAQ
Intake form questions
What should an interior design client questionnaire ask?
Ask about the property, the rooms, who uses the space, likes and dislikes, style examples, items that must stay, the level of service, the investment range, and the timeline.
How do I ask an interior design client about budget?
Ask for an investment range that includes furnishings, and give ranges to choose from. Clients answer a range more easily than an open question.
Is this template free to use?
Yes. Copy the questions, print the page, or save it as a PDF from your browser. No signup is needed. Change the wording so it matches your services.
How many intake questions should I ask?
Ask only what changes your next step. Most firms need 8 to 15 questions before a first call. Move anything you only need after the client signs to an onboarding form.
Can an AI agent ask these questions instead of a form?
Yes. In MadeAgentic you add the questions as qualification objectives. The website agent answers the visitor's questions from your approved content, asks your intake questions in conversation by voice or text, sends your team a summary, and can open your Calendly or Cal.com calendar for good-fit visitors. It does not answer phone calls, and the visitor picks the meeting time.
Test it on your own website first.
Generate an agent from your website, add your intake questions, and try the conversation before visitors see it.