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This questionnaire is one component of The Emerson Complete Client Experience System. If you purchase this standalone version and later upgrade to the full system, we’ll apply your full purchase price toward your bundle.
If your onboarding process feels messy, inconsistent, clunky, or non-existent, it’s because you don’t have a streamlined way to gather and centralize client details.
When clients don’t know what information to share (or why it matters), you end up chasing information, clarifying basics, and reworking concepts later. That slows projects down, creates frustration, and leads to unnecessary (costly) revisions.
The Full Service New Client Design Questionnaire (intended to be used alongside a welcome guide) gives you a structured, professional way to collect the right information upfront so you can nail your design presentations and build client trust.
This fillable Google Form guides clients through:
Their goals and priorities
Style preferences and inspiration
Functional needs and lifestyle considerations
Budget expectations and timeline
Decision-making roles and logistics
Existing conditions and constraints
Instead of piecing information together across emails, calls, and jotted-down notes, everything lives in one clean, organized intake form that clients can complete digitally on their own time.
The result?
Fewer follow-up questions and missed details
Fewer revisions and more design approvals
A more intentional sourcing process that is in budget
A more elevated first impression of your business
This is the same style of intake system I’ve helped hundreds of designers implement inside high-end firms.
WHAT’S INCLUDED
One professionally written Google Form questionnaire
Structured onboarding questions for full-service interior design clients
A duplicate-and-customize format for unlimited internal use
Lifetime updates to the product
Access to my support team if you need help implementing it
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This questionnaire is one component of The Emerson – Complete Client Experience System for Full Service Interior Designers. If you purchase this standalone questionnaire now and later upgrade to the complete system, we’ll apply your full purchase price toward the Emerson Complete Client Experience System.
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Want to streamline your entire client experience for your full service projects? Bundle our templates and save!
Canva Template Bundle: Get all of our Canva client process templates for full-service interior designers at a discounted price, including this one
Emerson Complete Bundle: The best value! This bundle includes all of our Canva client process templates and Client Experience Email Templates for full service designers, plus the Design Questionnaire, giving you everything you need to elevate your client experience.
If you purchase this template and later decide to purchase the Emerson Complete System, we’ll credit your purchase price toward the Emerson Complete System.
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The questionnaire is in Google Forms format.
You’ll need a free Google Drive account to access it.
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The Full Service Design Questionnaire for Interior Designers is intended for unlimited use by one person (the Purchaser). The Purchaser cannot resell, duplicate, share, copy, distribute, create derivative works, or offer the questionnaire, similar questionnaires, or any related materials to any third party or marketplace (except with their own homeowner clients) without express written consent from Dakota Design Company, LLC.
Dakota Design Company, LLC retains title and ownership of all items included in this product. Dakota Design Company, LLC reserves the right to take action against you if you violate the terms of use.
If you are NOT an interior designer but offer services to interior designers and would like to use this with your clients, a commercial license is required. Please email katie@dakotadesigncompany.com to inquire about pricing and availability.
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Due to the instant and digital nature of this product, there are no refunds or returns.
A complete, ready-to-use client communication system for every phase of your Full Service Interior Design process.
The Emerson Complete Full Service System gives interior designers the client-facing guides, emails, questionnaires, and communication tools to manage a Full Service project from the first inquiry through onboarding, design, project management, installation, and offboarding.
WHAT'S INCLUDED
• 11 professionally written Canva templates covering inquiry, consultation, proposals, onboarding, revisions, installations, client expectations, and project closeout
• 63 professionally written email templates covering every phase of a Full Service project, plus difficult client situations like scope creep, late payments, revisions, client purchasing, pricing objections, refunds, project pauses, firing a client, and more
• 2 fillable client questionnaires for project onboarding and post-project feedback
• Tutorials and implementation resources so you can customize the system for your firm and start using it immediately
Everything is already written. Simply add your branding, pricing, timelines, and firm-specific details, then use the pieces to streamline your entire process.
Note: The images feature placeholder text (Lorem Ipsum) for demonstration purposes. All templates are fully written.
Everything you need to onboard full-service interior design clients and set the tone for a successful collaboration.
Two professionally written Canva guides:
Welcome Guide for New Clients
Design Feedback Guide
A client-facing system to explain your process, answer common questions, and set expectations from day one so clients feel informed, reassured, and excited to work with you.
Use these guides to kick off projects professionally, reduce onboarding confusion, and manage client feedback in a way that keeps revisions (and timelines) on track.
Simply add your branding and images, adjust any copy as needed, and start using them with clients right away.
Note: Images may include blurred or placeholder text for demonstration purposes. All templates are fully written and ready to use.
This template is part of the Emerson Complete Client Experience System.
Bundle $1800+ and save 25% with code BUNDLE25.
