Residential Client Onboarding Questionnaire template

This Toolkit Includes:

😍Questions on Notion (2 Versions): Ready-to-use questions on Notion, designed for easy copy-pasting into Typeform. These questions are available in two versions:

1. With Material Options – Ideal for projects that need detailed material selection.

2. Without Material Options – For simpler projects without a focus on material specifics.

😍 100-page Detailed Design & Material Guides: (to be sent to your clients with the questionnaire / can be used for your own learning)

1. Interior Style Preferences – Features 23 popular design styles with images, features, and estimated cost per square foot (INR). This helps clients make informed choices aligned with their design goals.

2. Moodboard Selection – 15 high-quality moodboards that clients can choose from, each crafted to inspire and clarify their design vision.

3. Color Palettes – 20 curated color palettes with specific color codes, making it easy for clients to visualize color schemes that suit their style.

4. Material Preferences – Comprehensive material options for every residential space, each with images, tags for affordability (affordable, premium, luxury), and recommendations to simplify decision-making.

😍 300+ Material & Labor Cost Cheat Sheet: A reference to help you prepare accurate BOQs with ease. (Rates are collected from different vendors, cannot be used as a replacement, only made for getting a rough idea about the costing in market)

😍 Fast Setup Tutorial Video: Step-by-step video instructions to get you set up quickly and confidently.

😍 6 FREE Surprise bonuses worth INR 7000

WHY IT’S A MUST HAVE?

Imagine: You have a client eager to begin, but you’re stuck chasing down little details. Endless back-and-forth emails eat into your time, and miscommunication creates project roadblocks. It doesn’t have to be this way!

The Client Onboarding Questionnaire Template has been my secret for effortless onboarding. This customizable template is designed specifically for INTERIOR DESIGNERS / ARCHITECTS, gathers all the essential information you need upfront, INSTEAD OF DOING ALL THE TALKING MANUALLY. Stop wasting time – focus on what you do best (ofc desinging).

Here’s how this template completely changed my client onboarding process:

🎯Now able to know the “Why” Behind Every Project: I was able to go in-depth into my client’s brain just with these few pieces of papers. And to be honest designing isn’t just about tasks – it’s about crafting a project that truly resonates with the being (and that’s what sells).

🎯Had Crystal-Clear Communication from the Get-Go: I no more waste my time in silly confusions  and said my lovely forever goodbye to endless email chains and hello to smooth sailing.

🎯Set Realistic Expectations & Avoided Scope Creeps: All of us like literally each one of us have been with scope creeps during our journey and this pretty much came to an end when I optimized my business with this quick & the most important initial survey with all my clients. Expectations set from the beginning, less problems in the middle and smooth outcome at the end (with automatic referrals flooding your way).

🎯Happy Clients, Happy You: There’s never been a single damn time when my client has not complimented me for this onboarding process because this exactly showed them that I value their input from the very beginning. You won’t believe this even helped me build THE TRUST that yes now she’s going to do things according to what we said. Hence, happy us and ours both🫂

This isn’t just a template – It’s an investment in your success. In less than an hour, you’ll have a customized questionnaire that saves you time, avoids headaches, and impresses your clients.

Here’s why you’ll love it:

😍Easy to Use & Completely Customizable: No design skills needed! Drag-and-drop, edit fonts and colors – make it your own in minutes.

😍Use with Typeform for Free: No costly software required.

😍One-Time Purchase, Endless Value: Use it over and over again with no hidden fees (but endless valuable updates for free – hence the price will keep on inreasing as we add more value to the single product).

😍Fast Start Guide Included: Get started right away with clear video instructions.

😍Start Impressing from Day One: This polished questionnaire elevates your brand image and shows clients you’re a pro.

Stop wasting precious time on tedious onboarding by asking questions manually, trust me you need to upgrade. This template pays for itself in saved time and client satisfaction( INR 3200 is very less I would say otherwise🤷🏻‍♀️). Get yours today and launch your next project with confidence!

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