The Consultation Questionnaire Kit
Software | Canva, Google Forms, Adobe InDesign, Powerpoint
Introduction
Introducing our Consultation Questionnaire Kit for Interior Designers and Architects, fully customisable in Canva, Google Forms, Adobe InDesign and Powerpoint, where you can easily swap out colours, fonts, content and images to match your own studio branding.
This comprehensive template kit is a passion project born out of our own Interior Design studio and the resources that have really enhanced our consultation process.
Our kit is a thorough deep-dive into your client's story and how they use their space.
In addition to our beautifully designed templates, you'll also gain exclusive access to our mini-workshop. It includes all of our tips and tricks on how to effectively utilise our consultation resources in your own design studio.
What's in the kit?
You'll get access to all of our templates, help guides and our consultation mini-workshop.
Questionnaire templates
- Pre Consultation Questionnaire Template
- Kitchen Questionnaire Template
- Bathroom Questionnaire Template
- Room-Specific Questionnaire Templates - Lounge, Home Office, Bedrooms, Dining Room, plus a blank template for you to add your own room to
Additional templates
- Finding Your Style Template
- What To Expect Template - (Canva/InDesign only)
- Consultation Checklist - (Canva/InDesign only)
- Customisable Client Notes - (Canva/InDesign only)
- 3 x E-mail Templates
Mini-workshop included
You'll gain access to our mini-workshop where we show you how to use the templates with clients and how we use them in our own studio.
We also include help videos showing you how to customise them in the platform of your choice - Canva, InDesign, Google Forms or Powerpoint.
How do I access the templates?
Upon purchase you will receive an instant download, that includes all of the Adobe InDesign, Canva, Google Forms and Powerpoint files plus our Image Guide, How To Use Guide, and access to our resource platform and video help guides.
Questionnaire Templates
Fully-customisable in Canva, Powerpoint, Google Forms and/or Adobe InDesign, our templates are the perfect way to navigate through your consultation. They are professionally designed to be earthy, sleek and beautiful.
Please note that the Google Forms versions of our questionnaires are a lot more simple in design and will not look like the product images seen in this listing.
Pre-Consultation Questionnaire
- Curated questions designed to send clients before their consultation, to learn more about their scope and preferences
- Includes scope, budget, timeline, goals, users, decision-makers and style preferences
Kitchen Questionnaire
- Over 40 curated questions designed to use with clients in their kitchen re-design consultation
- Includes scope, users, lifestyle and daily kitchen routines, sustainability, accessibility, goals, dining preferences, behaviours, entertaining, cabinets, countertops, splash-backs, sinks and taps/faucets, storage, metal finishes, appliances, technology, flooring, window treatments, laundry and more
Bathroom Questionnaire
- Over 30 curated questions designed to use with clients in their bathroom re-design consultation
- Includes scope, lifestyle, daily bathroom routines, users, behaviours, fixtures and fittings, shower and bath preferences, finishes, storage, plumbing details and more
Room-Specific Questionnaires
We have created questionnaire templates specific to typical spaces in a home: Lounge, Home Office, Bedrooms (master, guest, children, teenage and nursery) and the Dining Room.
We also include a blank template, where you can easily add your own custom questions.
Additional Templates
As well as our customisable questionnaires, we also include additional templates in our Consultation Kit for you to use as part of your consultation process.
Please note that these templates are only customisable in Canva and/or Adobe InDesign.
Finding Your Style Guide
We've all encountered those clients who aren't quite certain about their style preferences.
Tailored for use during consultations, this well-crafted guide navigates through various style preferences, covering furniture, decor, details, art, fabrics, and finishes.
What To Expect Template
This document outlines what your clients should and shouldn't anticipate during their consultation.
Some designers have shared experiences where clients expected them to design on the spot or create a mood board during consultations. This document takes care of nipping those misconceptions in the bud.
Consultation Checklist
Our customisable checklist is a gamechanger for the entire consultation journey – before, during, and after. We run through everything you should do and what we suggest bringing to the consultation, provide a handy itinerary to tick off each stage during the meeting itself.
Client Notes
We've including a beautiful notes template that you can customise with your own studio branding and add in your client's name – a super personalised touch that's bound to leave a lasting impression.
E-mail Templates
As an extra bonus, we've included the exact e-mail templates that we send through the consultation process:
- Thank you for booking
- Reminder
- Post-consultation
This template grants you unlimited personal use for one individual, the purchaser, or interior company with up to 15 users. You cannot, under any circumstances, distribute, share, lease, duplicate, resell, sub-license, claim it as your own or re-purpose or re-design the template or it's content to create a competing product to sell. For more information please read our license information.
© Casa Ren Studio
Due to the digital nature of this product, we do not offer any refunds or exchanges. For more information please read our returns policy.
What size does this template come in?
They are in full-screen size (16-9) and A4 (depending on the template) designed for you to use digitally or in-print.
Are images included?
No, we include basic placeholders designed for you to replace with your own imagery.
Some of our questionnaire templates include generated imagery to guide you, but they have been designed for you to replace with your own.
We do, however, supply a curated Images Guide featuring a selection of free, similar stock images. You can download these images for free and seamlessly incorporate them into your template.
How customisable are they?
Our questionnaire templates are customisable in the free version of Canva as well as Adobe InDesign, Microsoft Powerpoint and Google Forms.
You can easily change colours, images, questions, pages, sections, text, logos and more.
We include help videos to guide you through how to edit in the platform of your choice, as well as make all of your templates interactive in PDF format.
Please note that the Google Forms version of our templates includes the same content, but is a lot more simple in design than the other platforms that you can see in the listing images.
Do I get free updates with this purchase?
Absolutely! We have lots of updates coming, including more sizes and languages. Once you've purchased our template, you'll get access to our lifetime updates.
What language are the templates in?
Currently, the templates are only available in English. We will be adding more languages in the near future, so keep an eye out for our free updates.
Let's have a look inside The Consultation Kit
WHAT'S INCLUDED?
It's got everything that you need to enhance your consultations with clients, whether you do them in-person or virtually. We include questionnaire templates specific to different spaces.
Nº1
PRE-CONSULTATION QUESTIONNAIRE
Our beautifully-designed Pre-Consultation Questionnaire has been created for you to digitally send your client once they've book in for a consultation with you.
It allows you to gather essential details about them and their preferences, setting the stage for a well-prepared and highly productive consultation. It seamlessly guides your client through each section, ensuring it's an enjoyable process without any overwhelm.
If you prefer, you can also use this general questionnaire in other stages in your process, such as the onboarding phase.
Nº2
KITCHEN & BATHROOM QUESTIONNAIRES
Our co-founder, Sharon, is a specialist when it comes to kitchen and bathroom interior design. However, she discovered that many online resources and even design school can be quite generic and fail to ask the right questions to truly capture your client's brief.
This is where our Kitchen and Bathroom Questionnaires come into play. Designed for use during your consultation, they are comprehensive hybrids of questionnaires and guides. With them, you can capture all the necessary details to craft an accurate fee proposal.
Nº3
ROOM-SPECIFIC QUESTIONNAIRES
We noticed that many questionnaires out there are great, but they tend to offer an 'all in one' approach rather than being specific to your client's unique spaces. As a Consultation Kit exclusive, we also include individual Room-Specific Questionnaires for you to truly tap into your client's lifestyle during the consultation. This allows you to find out how they use that particular room.
We've found that clients have a really positive response to this process. It makes them feel heard and assures them that we're going to design for them seamlessly.
Included is our individual Lounge, Home Office, Bedrooms, Dining Room questionnaires and a Misc template, for you to add your own custom questions.
Nº4
FINDING YOUR STYLE GUIDE
We've all encountered those clients who aren't quite certain about their style preferences. They appear to either appreciate a wide range of options or struggle to find anything they truly like.
Some may even casually mention the phrase that often makes designers pause: 'I'll know what I like when I see it.'
Tailored for use during consultations, this well-crafted guide navigates through various style preferences, covering furniture, decor, details, art, fabrics, and finishes.
Nº5
WHAT TO EXPECT GUIDE
You should always maintain transparency with your clients right from the bat. Once they've scheduled their consultation with you and have a set date, we recommend sending a well-designed "What to Expect" PDF.
This document outlines what your clients should and shouldn't anticipate during their consultation. Not only does it help ease their concerns, but it also establishes clear expectations.
Some designers have shared experiences where clients expected them to design on the spot or create a mood board during consultations. This document takes care of nipping those misconceptions in the bud.
THERE'S MORE CONSULTATION KIT EXCLUSIVES.