Interior Space Planning & Furniture Selection Consultation Form

Business Name

Contact Person

Job Title

Email Address


Phone Number

Business Address

City

State/Province

Postal/Zip Code


Industry

Company Size (Employees)

Project Location (if different)

I. Project Overview

Project Type (Check all that apply):

Scope of Work Needed:

Project Timeline:

Desired Launch Date:

Desired Completion Date:

Is this timeline flexible?

Budget Range:

II. Business Needs & Functional Requirements

Primary Goals for This Project:

Key Functional Requirements:

Number of Workstations:

Meeting Rooms Needed:

Reception/Lobby Requirements:

Storage Needs:

Special Equipment (Printers, Servers, etc.):

Other Functional Needs:

Employee & Customer Flow Considerations:

How many people use the space daily?

Do you need zoning for different activities?

Any high-traffic areas needing special attention?

III. Design Preferences & Aesthetic Direction

Preferred Design Style:

Color Preferences:

Primary Colors:

Secondary Colors:

Neutral Tones Preference:

Material & Finish Preferences:

Flooring:

Wall Finishes:

Furniture Materials:

Inspiration (Attach Images or Pinterest/Mood Board Links):

Link

Upload File

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IV. Furniture & Fixture Requirements

Furniture Needs:

Workstations:

Seating:

Tables:

Storage:

Custom Furniture Needed?

Procurement Preferences:

Sustainability & Durability Requirements:

V. Additional Services & Expectations

Additional Services Needed:

Client’s Detailed Expectations:

(Please describe in detail what you expect from our services, including any specific challenges, must-haves, and deal-breakers.)

VI. Approval & Next Steps

Primary Decision-Maker:

Secondary Contact (if applicable):

How did you hear about us?

Signature:


Client Intake Form Insights

Please remove this client intake form insights section before publishing.


Let's break down the client intake form and analyze the detailed insights it provides, section by section.


1. Project Overview

Purpose:

  • Identifies the type of business space (office, retail, hospitality, etc.), which dictates design and functional requirements.
  • Clarifies the scope of work (full-service planning vs. furniture-only selection) to align expectations.
  • Sets realistic timelines and budget ranges to avoid miscommunication later.

Key Insights:

  • Project Type: Different industries (e.g., healthcare vs. co-working) have unique spatial needs (privacy vs. collaboration).
  • Budget Flexibility: Helps designers propose solutions within financial constraints.
  • Timeline Constraints: Rushed projects may require phased execution or premium procurement options.

2. Business Needs & Functional Requirements

Purpose:

  • Understands how the space will be used daily (workflow, employee/customer movement).
  • Identifies critical functional elements (workstations, storage, meeting rooms).
  • Ensures the design enhances productivity and user experience.

Key Insights:

  • Employee vs. Customer Flow: Retail spaces prioritize customer movement, while offices focus on employee efficiency.
  • Special Equipment Needs: Server rooms, medical equipment, or kitchen layouts require early planning.
  • Zoning Requirements: Open-plan offices may need quiet zones vs. collaborative areas.

3. Design Preferences & Aesthetic Direction

Purpose:

  • Captures the client’s brand identity and visual style to ensure cohesive design.
  • Helps avoid costly revisions by confirming aesthetic preferences upfront.
  • Addresses material durability (e.g., scratch-resistant finishes for high-traffic retail).

Key Insights:

  • Color Psychology: Warm tones (e.g., wood, earthy hues) create comfort; cool tones (blues, grays) promote focus.
  • Biophilic Design: Increasingly requested for wellness-focused workplaces (plants, natural light).
  • Brand Integration: Retail/hospitality clients often need branding colors and logos incorporated.

4. Furniture & Fixture Requirements

Purpose:

  • Defines furniture types, quantities, and ergonomic needs.
  • Clarifies procurement responsibilities (designer-managed vs. client-led).
  • Addresses sustainability demands (eco-friendly materials, local sourcing).

Key Insights:

  • Hybrid Work Trends: Adjustable desks and modular seating are rising in demand.
  • Durability vs. Aesthetics: Restaurants need stain-resistant fabrics; offices prioritize ergonomic support.
  • Custom Solutions: Startups may prefer cost-effective off-the-shelf items, while law firms may opt for bespoke pieces.

5. Additional Services & Expectations

Purpose:

  • Uncovers hidden needs (e.g., project management, post-installation support).
  • Provides a space for client’s detailed vision (deal-breakers, must-haves).
  • Ensures no critical service is overlooked (e.g., lighting design, IT integration).

Key Insights:

  • Vendor Coordination: Clients with tight deadlines benefit from turnkey services.
  • Maintenance Planning: High-traffic spaces (e.g., hotels) need easy-to-clean materials.
  • Client’s Written Expectations: Reduces ambiguity—e.g., "No bold colors" or "Must include a meditation room."

6. Approval & Next Steps

Purpose:

  • Confirms decision-makers to streamline approvals.
  • Tracks marketing ROI (referrals, social media, etc.).

Key Insights:

  • Referral Sources: Indicates client trust (e.g., word-of-mouth vs. online ads).
  • Secondary Contacts: Ensures continuity if the primary liaison is unavailable.

Why This Form Matters

  1. Prevents Scope Creep: Clear boundaries on services (e.g., "Furniture selection only").
  2. Saves Time & Money: Avoids redesigns by capturing preferences early.
  3. Enhances Client Satisfaction: Tailored solutions based on detailed needs.
  4. Improves Project Efficiency: Structured data helps designers prioritize tasks.

Suggested Improvements for Niche Clients:

  • Healthcare: Add compliance questions (HIPAA, ADA).
  • Retail: Include footfall analysis and merchandising needs.
  • Tech Startups: Query IT infrastructure (cable management, AV setups).
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