Interior Design Client Intake Form | Residential and Commercial

✨ Interior Design Client Intake Form

The key to stress-free, boundary-holding, professional client onboarding.

You're in this business to design beautiful spaces—not chase down details, manage client drama, or guess what someone’s budget actually is.

This structured intake form helps you qualify clients, set clear boundaries, and stay organized from the very first interaction.

😩 Tired of this?

🙁 Wasting time on clients who aren’t a good fit
🙁 Constantly underquoting and overdelivering
🙁 Losing key info in email threads and sticky notes
🙁 Feeling like you're always playing catch-up

Let’s fix that—for good.

💫 Imagine client onboarding that’s smooth, professional, and fully in your control.

This isn’t just a form—it’s your new secret weapon for stress-free projects and dream-client alignment.

💼 What You’ll Get:

✔️ Google Form Template (Free to Use)
Includes 25 sections and 70+ questions to vet clients, define expectations, and collect project essentials.

✔️ 5 Editable Canva Headers
Match your branding with aesthetic, on-brand header images (free Canva account required).

✔️ Setup & Instruction Guide
Walks you through customizing the form, connecting Google Sheets, and sharing with ease.

💛 Why You’ll Love It

✔ Set Boundaries with Confidence
No more grey areas—set expectations from day one.

✔ Qualify Clients Before You Invest Time
Only say yes to aligned projects.

✔ Stay Organized
Responses are stored automatically in Google Sheets—no more lost info or manual sorting.

✔ Simplify Proposals
Build accurate quotes and clear contracts from the info you gather upfront.

✔ Impress Clients Instantly
Start the project with polish, professionalism, and a strong first impression.

👩🏻💻 Perfect for You If You:

✔ Feel scattered onboarding new clients

✔ Want to streamline communication and expectations

✔ Need an easy-to-use system that saves time and stress

✔ Are building a boutique interior design business from scratch

📌 What the Intake Form Covers:

🔹 Client & Project Basics – Capture names, timelines, contact info & more
🔹 Budget & Style Preferences – Understand vision and expectations
🔹 Scope of Work & Goals – Define deliverables and guard against scope creep
🔹 Timeline & Scheduling – Set realistic deadlines together
🔹 Communication Preferences – Align on how and when to connect
🔹 Red Flags & Deal Breakers – Spot potential issues before they become problems

💬 What Designers Are Saying

⭐️ "This form has completely transformed how I onboard clients. No more back-and-forth emails—everything is structured and clear!" – Ulla K.

⭐️ "I finally feel in control of my client process. This form helps me qualify the right clients and avoid the ones that aren’t a fit!" – Anna H.

🎁 Bonus Gift!

You’ll also receive Canva for Interior Designers – a 19-page eBook that teaches you how to confidently edit templates and design on-brand visuals in Canva. Perfect for beginners!

📥 How It Works:

1️⃣ Instant download after purchase
2️⃣ Customize in Google Forms & Canva
3️⃣ Share the link with clients—responses are auto-saved in Google Sheets

💛 7-Day No Questions Asked Money-Back Guarantee

We want you to love every tool you invest in.
If for any reason you’re not satisfied with your purchase, simply reach out within 7 days for a full, no-questions-asked refund.
No stress. No pressure. Just real support.

Your business growth deserves to feel good—and we’re here to make sure it does.

🚀 Ready to onboard with confidence and clarity?

Click Add to Cart and make every new project smoother, more professional, and stress-free from the start.