Client Discovery Questionnaire

Clients often struggle to articulate what they need. They talk about "style" and "colours," but they forget to tell you about how they actually live—like the fact that they work from the dining table or hate the sound of the dishwasher.

This questionnaire bridges that gap. It moves beyond aesthetics to uncover the functional and emotional drivers of the project. By asking the right questions upfront, you reduce the risk of revisions later and position yourself as a designer who truly "gets it."

What this does for your studio:

• Prevents Assumptions: It forces clients to be specific about their budget, timeline, and functional needs before you start designing.
• Reveals Personality: Questions about "Vision & Values" help you understand the emotional atmosphere they want to create, not just the look.
• Saves Meeting Time: Instead of spending your first consultation taking basic notes, you walk in already knowing their constraints and preferences, allowing you to focus on high-value strategy.

Starting a project can be overwhelming for clients. This questionnaire guides them through the process gently.

Instead of staring at a blank email trying to describe their needs, they get a structured, multiple-choice interface that helps them articulate their thoughts. It shows them that you are thorough, organised, and care about the details of their life, building trust before the design work even begins.

1. Why do I need a discovery questionnaire?
Because clients often can't identify their real problems without the right questions. This questionnaire uncovers functional challenges and lifestyle needs that drive better design decisions, whether used before or during meetings.

2. What makes this different from basic client intake forms?
These questions are designed to reveal problems clients didn't know they had. Instead of asking about style preferences, it focuses on how they actually use their space and what's causing daily frustration.

3. When should I use this questionnaire?
Send it before initial consultations for clients who prefer to think through questions beforehand. Or use it during your project kickoff meeting to guide discovery conversations. Some designers go through it together section by section during design briefings to ensure nothing important gets missed.

4. When should I send this to clients?
After they've committed to working with you but before your first design meeting. This gives them time to complete it thoughtfully without feeling overwhelmed during the sales process.

5. Can I use this during meetings instead of sending it ahead?
Absolutely. Many designers prefer using it as a conversation guide during consultations. The questions help clients discover and articulate problems they couldn't identify on their own.

6. Is it fully customisable?
Yes, you can edit, delete, or add your own questions and sections according to your project needs. You can also add custom images and customise fonts and colours within Google Forms' built-in features to match your branding.

7. What is your refund policy?
Due to the digital nature of our products, we don't offer refunds and exchanges. Please read the product description carefully before making a purchase. If you have questions or need help before making a purchase, please don't hesitate to reach out to us here.

8. Is technical support available?
Yes, technical support is available to assist you. We recommend starting with our comprehensive help guide, which addresses common questions and provides detailed instructions. If you need further assistance, feel free to reach out to us through our contact page.

Our templates are provided under specific terms that cover usage rights, licensing, and refund policies. Since all products are digital downloads, we cannot offer refunds or exchanges, so it's important to understand what you're purchasing.

These terms are legally binding and protect both your rights and ours. Please take a few minutes to review our complete Terms & Conditions before completing your purchase.