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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

  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 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

  1. Ask for any missing inputs, then wait for the reply.
  2. Group the questionnaire into: About You, How You Live, Style, Budget and Priorities, Practical Needs, Decision Making.
  3. Write one idea per question. Use multiple choice, short answer and rating scales.
  4. Add a short how to complete note at the top.
  5. Include two open questions: a space you love and a space you dislike, with reasons.
  6. Mark questions needing a site check or specialist input as "[designer review]".
  7. 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.