Interior Design Client Discovery Form

Starting an interior design project without a clear understanding of your client's vision, lifestyle, and practical needs is like trying to furnish a home in the dark. An Interior Design Client Discovery Form ensures you capture every essential detail—from style preferences and color palettes to budget breakdowns and existing furniture—so you can create spaces that truly reflect how your clients live and what they love.

This template is built for interior designers, design studios, and home staging professionals who want to streamline their client onboarding process and arrive at every consultation fully prepared. Instead of scattered emails and forgotten details, you'll have a single, organized intake that covers space measurements, design inspiration, functional requirements, and lifestyle considerations in one beautiful, on-brand form.

Paperform makes it easy to customize this discovery form to match your studio's aesthetic—add your own color palette, upload mood board images, and embed the form directly on your website. You can use conditional logic to show different questions based on project type (full home renovation vs. single room refresh) and calculation fields to help clients visualize how their budget might be allocated across furniture, fixtures, and finishes.

Once a client submits, Stepper can automatically create a new project folder, send a welcome packet, add the client to your CRM, and schedule your first design consultation—turning that initial inquiry into an active project without any manual data entry. For designers who need signed agreements before starting work, Papersign lets you transform form submissions into design contracts that clients can review and sign electronically, keeping your entire onboarding process smooth and professional.

Whether you're a solo designer building your portfolio or an established firm managing multiple projects, this Interior Design Client Discovery Form helps you understand your clients deeply, set clear expectations, and start every project with confidence and clarity.