Interior Design Client Onboarding Checklist Form
Interior Design Client Onboarding Checklist Form
Please complete this form to help us understand your design preferences and project needs for a successful collaboration.
Client Information
Name
Please enter your full name.
Please provide your email address for communication.
Phone Number
Enter your phone number to get in touch.
Address
Project Overview
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Define the type of space (e.g., home, office, retail).
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Specify the primary purpose of the project (e.g., renovation, new construction).
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Determine the desired start and completion dates.
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Identify any specific requirements or constraints for the project.
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Outline any significant design challenges to address.
Design Preferences
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List preferred design styles (e.g., modern, traditional, eclectic).
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Identify favorite colors and any colors to avoid.
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Specify preferred materials and textures (e.g., wood, metal, fabric).
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Collect inspiration images or links for reference.
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Describe the desired mood or atmosphere for the space.
Functional Requirements
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Identify the number of rooms or areas needed.
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List specific functional needs for each room (e.g., home office, play area).
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Note any required accessibility features or accommodations.
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Determine any technology or special installations needed (e.g., smart home systems).
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Outline storage needs and solutions (e.g., built-ins, cabinetry).
Existing Conditions
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Provide a basic layout or floor plan of the current space.
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Identify existing furniture and decor to retain or repurpose.
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List any structural elements that may impact the design (e.g., beams, windows).
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Take note of any issues with the current space (e.g., lighting, flow).
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Provide photos of the current space for reference.
Budget and Payment Terms
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Establish an overall budget range for the project.
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Specify any financial constraints or considerations.
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Determine the preferred payment method (e.g., credit card, bank transfer).
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Outline the desired payment schedule (e.g., deposit, progress payments).
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Discuss potential additional costs (e.g., permits, contractor fees).
Do you have any additional feedback or issues to address?
Thank you for your submission!
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