A client questionnaire covers contact details, project basics, key dates, approval constraints, and budget or material concerns before work is scoped.
A client brief starts with a few nagging unknowns: the place might look fine in a render, but live badly day to day, and the timeline might slide past the date that actually matters. This Client Questionnaire form gathers the details that shape scope, schedule, and cost, so the first call starts with facts instead of back-and-forth. The pages sit under Lora headings with Inter body text, with warm gold accents and a deep violet button.
The form opens with a short intro that frames what happens next, including a note on booking and when the balance is due. After that, the questions move from basic contact details into the project specifics, covering what kind of property the work is in, where it’s happening, and the move-in or handover date. The last questions ask what the client can provide to help meet that date, whether renovation approval (MCST) is involved, and any budget, fee, or material concerns that need answering early.
- Client Questionnaire The opening block explains what the studio reviews, what gets scoped next, and the payment note you may want to align with your own terms.
- Your name The required name field identifies who the answers belong to.
- Project details The project block frames what affects schedule, scope, and cost, and the questions underneath collect property type, address, date, approvals, and concerns.
- Move-in or handover date The required date anchors the timeline, and the follow-up text box records what the client can provide to help hit it.
Once the form is in Plutio, you send one link and the answers land back in the form responses, so nothing else has to be connected. Those responses give you the facts you need before you move on to a proposal or a booked call.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What to include in a client questionnaire
| Part | What it covers |
|---|
Client Questionnaire | The opening text explains what happens after the form comes in and includes a booking and balance note you’ll want to match to your own process. |
Your name | A required name field identifies the client tied to the submission. |
Email address | A required email field gives you the address replies and follow-ups should go to. |
Phone number | An optional phone field captures a contact number when one is needed. |
Project details | A short prompt frames the kind of information that affects schedule, scope, and cost before the detailed questions start. |
Which best describes the property? | A required multiple-choice question records the property type so the right constraints get assumed from the start. |
Project address or where work will take place | An optional address field records where the work is happening. |
Move-in or handover date | A required date question captures the deadline the work needs to work around. |
What will you provide to help meet that date? | An optional long-answer field records what access, decisions, or documents the client can commit to for the timeline. |
Does the building require renovation approval (MCST)? | A required multiple-choice question checks whether approvals apply and whether documents are already available. |
Budget, fee questions or material concerns | An optional long-answer field captures money questions and any material worries that should shape the scope discussion. |
Who it is for
Interior designers, residential design studios, and commercial interiors teams that need a consistent intake before scoping work, quoting, or booking a site visit.
The form in full
Client Questionnaire
Tell us about the project and your key dates. We will review your answers and explain our full-home interior design scope. Booking requires 40% on proposal, balance at handover.
- Your name (required)
- Email address (required)
- Phone number
Project details
Tell us the facts that affect schedule, scope and cost.
- Which best describes the property? (required)
- New launch condo
- Resale condo (renovation)
- Shophouse or retail unit
- Landed house
- Other
- Project address or where work will take place
- Move-in or handover date (required)
- What will you provide to help meet that date?
- Does the building require renovation approval (MCST)? (required)
- Yes, I have the documents
- Yes, but I don't have details
- No
- Not sure
- Budget, fee questions or material concerns
