Architecture Project Scope Assessment

Streamline Your Architecture Lead Qualification Process

For architecture firms and design professionals, understanding a project's scope before the first consultation saves time and ensures you're focusing on the right opportunities. This Architecture Project Scope Assessment form helps you qualify potential clients, assess project feasibility, and gather essential details—all before scheduling a meeting.

Built for architecture firms that value their time

Whether you're a solo architect, a growing studio, or an established firm, this lead qualification form captures critical project information upfront: building type, square footage, budget expectations, site details, timeline, and permit status. By collecting these details through an interactive assessment, you can quickly identify which leads align with your expertise and capacity.

The form uses conditional logic to adapt questions based on project type, ensuring you gather relevant details without overwhelming prospects. For renovation projects, you'll capture existing structure information; for new builds, you'll focus on site readiness and zoning considerations.

Score and route leads automatically with Stepper

Connect this form to Stepper to automatically score leads based on budget range, project complexity, and timeline urgency. High-value prospects can be routed directly to your calendar for consultation scheduling, while early-stage inquiries receive nurturing email sequences with portfolio examples and process guides. Your CRM stays updated without manual data entry, and your team gets instant Slack notifications when qualified leads come through.

From assessment to signed contract with Papersign

Once you've qualified a lead and completed initial consultations, turn your proposal into a binding agreement with Papersign. Send service contracts, design agreements, and letters of engagement for secure eSignature, keeping the entire client journey—from first inquiry to signed contract—connected and traceable.

Designed for professional service firms

This template works seamlessly for architects, interior designers, landscape architects, and design-build firms looking to qualify leads efficiently. With Paperform's flexible design editor, you can match your brand aesthetic, embed the form on your website, or share it through social channels. The professional, conversational flow makes a strong first impression while gathering the intelligence you need to evaluate fit and prepare for productive discovery calls.