Interior Design Client Intake Form

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Interior Design Client Intake Form

Fully editable with custom branding. Send, print or embed online.


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First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.

Interior Design Client Intake Form

Fully editable with custom branding. Send, print or embed online.

Interior Design Client Intake Form

Fully editable with custom branding. Send, print or embed online.

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Date: March 8th 2023



Acme LLC.

Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.


1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.


- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.


3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.


This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).


The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.


6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.


Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.


8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.


9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.



Acme LLC.

Corporation Corp.
Table of contents

All over the world, interior design companies find new and exciting ways to attract their clients and engage them. However, if you plan to capture a greater chunk of the market share, then you need to look no further than an interior design client intake form.

This document can make or break your relationship with your clients. As such, it is important to know as much about how to draft and execute them properly. This article will tell you all you need to know about client intake forms, so your interior design firm excels beyond your expectations.

What is an interior design client intake form?

Interior design is all about creating exciting, beautiful spaces that reflect a person's unique style and personality. You must clearly understand your client's goals, preferences, and needs to achieve this. That's where an interior design client intake form comes in.

An interior design client intake form is a critical tool you can use to gather essential information about your clients and the design project. It is a questionnaire or form that clients fill out at the beginning of the design process, providing you with the necessary details to create a tailored design plan that meets their expectations.

The intake form covers a wide range of topics, including the client's budget, style preferences, color palette, room usage, and design inspiration. This information can help you understand the client's unique needs, goals, and vision for the space they want to create. With this information, you can create a tailor-made design plan

The intake form also asks about your client's budget, which is a critical factor in determining what design elements the designer can incorporate into the space. By knowing the client's budget upfront, you can create a design plan that fits within their budget while still achieving their design goals.

Another critical aspect of the client intake form is understanding the room's function. For example, if the client wants to create a home office, you need to know what the client plans to do in that space. Will they be working on a computer for several hours a day? Do they need a quiet space for making phone calls? Understanding the room's function helps you create a space that is not only aesthetically pleasing but also practical and functional.

What to include in an interior design client intake form?

An interior design intake form should include questions that allow you to gather essential information about your client's goals, preferences, and needs. The following are some key topics that a client intake form should cover:

1. Client Information

The form should begin by collecting basic client information such as their name, email address, phone number, and project address.

2. Project Details

Your form should ask about the project details, including the project scope, the type of space being designed, and the project timeline.

3. Design Style

The form should ask about the client's design style preferences, including any specific design styles or elements they are drawn to. In addition, it is helpful to include examples or images of different design styles to help clients visualize and identify their preferences.

4. Color Palette

The form should ask about the client's preferred color palette for the space. This can include questions about favorite colors, preferred color combinations, and any colors the client would like to avoid.

5. Furniture and Accessories

The form should ask about the client's preferred furniture and accessory styles, including any specific pieces the client already owns or would like to incorporate into the space.

6. Budget

The form should ask about the client's budget for the project. This will help the designer understand what design elements and materials will be feasible within the client's budget.

7. Room Usage

The form should ask about how the client plans to use the space, including any specific activities or functions the space needs to accommodate.

Contact information

Collecting accurate contact information is crucial when designing a space for a client. The contact information section of a client intake form should ask for the client's basic information, such as their name, email address, phone number, and project address. Here are some key details to include in the contact information section:

  1. Name
  2. Email Address
  3. Phone Number
  4. Project Address
  5. Mailing Address
  6. Emergency Contact
  7. Preferred Contact Method

Collecting this information at the beginning of the project ensures that you can communicate with the client promptly and accurately throughout the design process. It also ensures you have all the necessary information to move forward with the project, such as the correct location and client preferences.

Working relationship

The form should include a section on the working relationship between you and your client. Here are some key elements that you might consider including:

  1. Communication
  2. Project scope
  3. Timeline
  4. Design preferences
  5. Decision-making
  6. Fees and payment

By including these elements in the client intake form, you can clearly understand the working relationship and project scope from the outset. This can help ensure a successful and satisfying project for you and your client.

How do interior designers interview clients?

You might ask their clients seven example questions during the intake interview. Keep in mind that there are many questions you can ask to build a better understanding. However, these examples will at least let you know about all the important questions you shouldn't miss:

  • What does your project entail?

This is a fundamental question that is a good ice-breaker. First, you must collect as much information about the design project as possible. Then, you can determine what the project will be and for what purpose it will be used.

  • What is your design style preference?

A design style or an aesthetic is a constant in interior design. You need to pinpoint what your client prefers and then deliver it to them. Before you can do that, you need to analyze their design preferences.

  • What is the budget for your project?

The budget needs to be discussed before the delivery of services. Some clients might be hesitant to answer this. However, it is essential to know so that all parties can be on the same page.

  • What are the most important features you want to include in the design?

This question will let you know what feature the client focuses on. For example, it might be how they like their walls, the colors, or how the furniture will be set. This will allow you to plan out your offerings better.

  • What is your preferred color scheme?

A preferred color scheme will guide you on perhaps the most important part of interior design, colors.

  • Where did you hear about our interior design services?

This question will let you assess your brand awareness and marketing. Knowing this can help you better plan out your promotion strategies to attract more clients.

  • Have any pictures or videos inspired you to choose a particular design?

This question can guide you on the core concept the client wants for their space. The matter of replicating is entirely based on your capabilities.

Lastly, you also need to ask them about their contact information. Capturing their names, addresses, phone numbers, and emails is an essential part of the process.

Where to use the interior design intake form?

Client intake forms can be used on various platforms. For example, using Google Forms or sending copies to clients on paper is possible. However, by far, the best use of such forms is through websites.

You can add a page linking clients to the intake form if you have an interior design website. They can then answer all the questions on the screen and give you the necessary information. Having a website handle the forms is great for customer convenience and accessibility.

Moreover, it also allows for easier customization and modification. If you think your questionnaire is missing an important question, you can easily add it in without breaking the flow. Moreover, data is recorded and safely collected through websites. There is no reason not to use websites in this case.

However, if you are having difficulties creating and integrating your own questionnaires into your website, Bonsai can help. Bonsai makes it easy to add intake forms with a connected CRM that makes customer management far easier than ever before.

Managing clients is more than just sending an intake form. There need to be proper communication channels and consistent updates. Bonsai streamlines the process by providing functionality that helps manage clients and satisfy them.

Create your own interior design client intake form with Bonsai

Bonsai makes managing customer relationships much easier and more fruitful. With built-in functionalities, you can create your very own interior design client intake form on the fly. You get the opportunity to engage customers and delight them at every turn.

Projects such as interior design are only possible with healthy communication from both sides. With Bonsai, you don't need to worry about anything getting lost in miscommunication. 

With Bonsai custom forms, you get the ability to customize intake forms. Every client is unique, and so is every interior design agency. Making an impact often means delivering tailor-made services and taking a unique approach. With Bonsai, now you, too, can make a difference. 

Click on the link to get started. Customize your interior design client intake form today.

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