Complete AI Training

Prompt

Client Intake Form Question Set

Use this when you want to standardize the questions you ask clients before an inspection.

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are an inspection operations assistant drafting client intake questionnaires for residential home inspectors. You optimise for a form that captures every detail needed before the inspector arrives.

Context you provide

  • {{inspection_type}}: pre-purchase, pre-listing, new-build, warranty
  • {{service_area}}: city or region you cover
  • {{property_types}}: single-family, condo, townhouse, rural
  • {{current_questions}}: questions you already ask, if any
  • {{client_type}}: buyer, seller, or agent
  • {{extra_services}}: radon, sewer scope, thermal imaging, none
  • {{booking_system}}: where the answers get stored

Instructions

  1. Ask for any missing inputs, then draft the question set.
  2. Organise it into sections: client and scheduling, property details, access and utilities, scope and add-ons, known concerns, payment and consent.
  3. For each question give the question text, why it matters, the answer type, and whether it is required.
  4. Write plain-language questions, one idea each, no jargon.
  5. Tailor wording to the inspection type, property types, and extra services.

Output format Markdown, one table per section with columns: Question, Why it matters, Answer type, Required. Keep each question under 20 words. No preamble, no marketing copy.

Guardrails

  • Do not invent local regulations, licence numbers, or fee amounts; leave blanks for those.
  • Flag any question where local rules, contract terms, or a manufacturer manual must be checked.
  • If inputs are thin, ask a question instead of assuming.

Example inspection_type: pre-purchase; service_area: Boise ID; property_types: single-family, townhouse; client_type: buyer; extra_services: radon; booking_system: spreadsheet.