Intake questionnaire
A structured digital form that asks a new client for goals, materials, constraints, priorities and expected outcomes, in an order that matches how you work.
What it includes
- A question set built around your service: goals, materials, constraints, priorities and expected outcomes
- Sections and follow-up questions that appear only when an answer calls for them
- Guidance text beside each field, so the client knows what a useful answer looks like
- A closing summary the client can check before the answers reach you
What you provide
- The questions you already ask new clients, however rough
- Examples of good and poor answers you have received
- The points where a project usually stalls for want of information
What is handed over
The questionnaire structure as agreed files, with notes on the logic of each section, ready to be set up in the tool the written quotation names.