Residential intake form CLIENT QUESTIONNAIRE – SINGLE FAMILY RESIDENTIAL Date of inquiry * MM DD YYYY Client Name * First Name Last Name Client Address * Main point of contact: * Primary Phone Number * (###) ### #### Best time to call: * Morning Afternoon Evening Email * Project type: * Single Family Detached Home Townhome Condo Other Project Scope: * How did you hear about us? * Please select the best option: Previous client Publication Google/web search Facebook Houzz If you discovered us through a publication, please share which one. Have you checked out our website? Yes No What is it about our firm that interests you? Have you worked with an interior designer before? If so, how was your experience? What are your expectations working with an interior designer for this specific project? What are your expectations for the project? Budget: Timeline: How involved would you like to be in the design process? My designer is in charge I want to go shopping with my designer Give me a few options ☐ I’m an online shopper and will probably send suggestions Are you also/already working with an Architect or other consultant(s)? If so, who? If you are working with an architect, have they talked with you about whether a permit is needed? Are you interviewing other designers for this project? If so, do you mind sharing their names? Is your property in a condo, apartment building or HOA? Yes No If yes, does the Board require that they review and approve renovation plans? If yes, please provide additional information about their process Is there anything else that we should know about your project? Thank you! Our team will be in touch with you soon.
