Client Onboarding Questionnaire Template

Collect everything you need from your client upfront - clearly and professionally

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‼️ Note: This template is included as part of Design Business Bootcamp, my business mentorship program for designers and architects. 

Stop Chasing Clients for Info You Should’ve Had From Day One

It’s week 4 of your project. You’re knee-deep in concept design.

And your client suddenly decides they want a gas cooktop instead of induction.

Or sends you a Pinterest board you’ve never seen before.

Or casually mentions they might want to include a double vanity in the ensuite. 

That’s what happens when you skip proper onboarding. Now you have to re-work your entire concept. 

The Client Onboarding Questionnaire Template helps you collect everything you need from your clients - clearly, professionally and upfront - so you can design with confidence and avoid nasty surprises halfway through a project.

Why Designers Rely on This Template

✅ Captures the details you need - before the project begins

✅ Saves hours of back-and-forth emails with one polished, professional doc

✅ Helps clients feel heard and seen right from the beginning

✅ Builds trust by showing you’ve done this before (even if you haven’t!)

✅ Easily customisable in Canva – update branding, fonts, colours, or even the language

✅ Creates a strong foundation for a smoother project, fewer revisions and happier clients

✅ Created by a designer, for designers -  with questions you actually need the answers to

✅ Gives you what you need to create a design they’ll actually love

What’s Inside

📄 10 fully customisable Canva pages including:

• General project overview questions

• Questions about personal preferences

• Kitchen features and design preferences 

• Laundry and bathroom features and design preferences

• And more! 

💡 Comes pre-filled with all the questions you'll need for a typical residential design project – just tweak to suit your own process.

Good to Know

⭐️ Works with the free version of Canva

⭐️ One-time purchase – use it for every client, every project

⭐️ Fully editable – drag-and-drop fonts, colours, branding, layout

⭐️ Comes with a setup video so you can get started fast

⭐️ Can be printed or shared digitally

⭐️ Instantly delivered to your inbox

⭐️ Pays for itself in time saved on just one project

🥳 READ TESTIMONIALS FROM HAPPY DESIGNERS HERE

Start Every Project with Clarity and Confidence

This isn’t just a list of questions - it’s a professional onboarding system that helps you do better work - faster.

💡 This template is included in our Top Selling Template Bundle - save over 30% and get this template plus all our most popular tools in one easy download.

📥 Delivered instantly. Customise in under an hour. Use it forever.

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