Client Feedback and Sign-off Checklist Template
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Feedback can arrive through emails, messages and calls, leaving the studio to piece together what the client approved, what needs revision and which stage can move forwards.
This Client Feedback & Sign-Off Checklist gives the client one structured place to review the design, comment on specific elements and record their approval.
Give each review a defined outcome
The Google Forms template can be adapted to a concept presentation, developed design review, room package or another point at which documented feedback is required.
It guides the client from their overall response into specific comments and a final sign-off section. You decide which drawings, selections or decisions belong in each version of the form.
What the checklist helps you record
- Overall response: Begin with the client’s response to the design direction before moving into individual elements.
- Structured review categories: Separate comments on layout, finishes, furniture, lighting, joinery or other relevant parts of the presentation.
- Revisions and questions: Give the client a consistent place to identify what needs to change or where they need further information.
- Sign-off and next stage: Record whether the reviewed work is approved and explain what that decision allows the project to do next.
- Supporting references: Add drawing, presentation or folder links so the client can identify the material they are reviewing.
- Response record: Keep submitted answers together in Google Forms and its connected spreadsheet, with the submission date recorded by the platform.
Software Compatibility:
- Google Forms: This template is built exclusively in Google Forms.
- Why Google Forms? It is free, mobile-friendly for clients, and automatically collects answers into a neat spreadsheet for your records.
File Details:
- Format: Google Form Template
- Customisation: You can add your logo, change the header image, and edit/delete any question to match your specific project needs.
1. How is this different from a basic approval email?
This template creates a consistent, stage-based paper trail. Each item references a specific drawing or folder link and captures a clear Yes / No / Not sure with comments, making decisions traceable and easy to revisit.
2. When should I send it?
Right after each presentation (Schematic, Concept, DD). Some designers also send it in advance for pre-reading when the drawing set is straightforward.
3. Can I duplicate items for multiple rooms or custom joinery?
Yes, duplicate the block and rename it (e.g., "Bathroom 2 – Vanity & layout") and relink the drawing.
4. Is it fully customisable?
Completely. Add, delete, or rename items; change bracket prompts; swap drawing links; and update the stage wording to match your process.
5. 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.
6. 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.
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Studio Reviews
Thought provoking set out questions which have been instrumental is extracting my clients needs.
Beautiful template – it’s going to help us strengthen our studio’s visual language and streamline our work. I’m so thrilled! Excellent communication and customer service as well – highly recommend.
Great questionnaire, the one I have used previously was real amateur work compared to this. It has changed so much in how I am able to serve my clients now and the risk for miscommunication has decreased massively.
The Client Questionnaire has been a complete game changer for me. Definitely worth the investment. Thank you
It is a beautifully designed template with in-depth questions to really get to know your customer well, and the template is also easy to adapt to your own style.