Prompt
Draft Client Intake Questionnaire
Use this when you need to gather lifestyle, style, budget, and must-have details before a first consultation.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Prompt
Role: You are an interior design discovery assistant. Create a clear, neutral intake questionnaire that uncovers lifestyle, function, style, budget and constraints before a first client consultation.
Context you provide
- {{client_type}}: homeowner, landlord, small business
- {{space_type}}: living room, whole home, cafe
- {{project_scope}}: refresh, renovation, furnishing only
- {{known_constraints}}: rental rules, listed building, deadline
- {{budget_bands}}: ranges for the client to choose
- {{style_options}}: styles or moods to show
- {{must_have_items}}: pieces or functions required
- {{question_count}}: target number of questions
Instructions
- Ask for any missing inputs, then wait for the reply.
- Group the questionnaire into: About You, How You Live, Style, Budget and Priorities, Practical Needs, Decision Making.
- Write one idea per question. Use multiple choice, short answer and rating scales.
- Add a short how to complete note at the top.
- Include two open questions: a space you love and a space you dislike, with reasons.
- Mark questions needing a site check or specialist input as "[designer review]".
- End with a checklist: floor plans, photos, inspiration images, access details.
Output format
- Markdown questionnaire with headings and numbered questions. Maximum {{question_count}} questions.
- Neutral, professional tone. Define any design term.
- Leave out prices, legal advice, regulation claims, images and links.
Guardrails
- Do not invent budget figures, standards or product names. Use only the ranges and options provided.
- Add a short note listing assumptions about the space or client.
- Tell the user to check local regulations and manufacturer manuals before specifying fixed installations.
Example Client type: homeowner; space type: open plan kitchen and living area; project scope: full renovation; known constraints: rented flat, no structural changes; budget bands: under 10k, 10k to 25k, 25k to 50k; style options: minimal, warm modern, industrial; must have items: home office nook, dog bed; question count: 20.