Client Discovery Questionnaire

Let's find out if we're the right fit for your project.

This takes about 12–15 minutes. Answer honestly — it's the fastest way for us to understand your project, and for you to get a proposal that actually reflects it. Nothing here is binding.

9short sections

~15minutes

2 daysto hear back

01 / Contact

Who are we talking to?

Basic details, plus how decisions get made — this second part matters more than people expect.

Full name(s)

Please add your name.

Email

A valid email helps us reach you.

Phone

How did you hear about us?

Property address / project location

Please add the project location.

TMK (if known)

Tax Map Key — found on your property tax statement.

A note on decision-making. When a married couple or partners are the property owners, BlueChalk requires that one party be designated as our primary point of contact and final decision-maker for the duration of the project. We can't mediate disagreements between owners mid-project — a single, clear decision-maker keeps things moving and protects the working relationship.

Will more than one person be involved in ownership or decisions for this project?

No, I'm the sole decision-maker

Yes — couple, partners, or co-owners

Please choose one.

Who will serve as our primary point of contact and decision-maker?

Please name one point of contact.

02 / Project

Tell us about the project.

What type of project is this?

Full home

Single room / a few rooms

New construction

Renovation of existing space

Furnishing only (no construction)

Select at least one.

Which spaces are involved?

e.g. kitchen, primary suite, living room, lanai…

Approximate square footage

Property use

Primary residence

Second home

Investment / rental property

03 / Investment

What's the investment range?

The single most important question here — an honest answer saves everyone time.

BlueChalk's full-service projects typically begin at $100,000 and range up to $2M+, all-in: design fees, furnishings, materials, and installation.

What is your all-in budget range for this project?

$100,000 – $250,000

$250,000 – $500,000

$500,000 – $1,000,000

$1,000,000 – $2,000,000

$2,000,000+

Not sure yet — I'd like guidance on what's realistic

Please select a range.

Has this budget been approved by everyone involved in the decision?

Yes, fully approved

Mostly, some flexibility

Not yet discussed

04 / Timeline

Let's set honest expectations on time.

When would you like to begin?

Immediately

Within 1–3 months

3–6 months

6+ months / just exploring

Please select one.

Is there a hard deadline driving this project?

A move-in date, a wedding, hosting an event, listing the property…

From design through installation, a full-service project typically takes 9 months to 2 years — depending on scope, how quickly decisions get made, and permitting requirements.

Does that general timeframe align with what you had in mind?

Yes, that tracks

I was hoping for faster

I have flexibility either way

Please select one.

05 / Style

Show us what you love.

Tap the room that's most appealing to you in each set. No wrong answers — if none of them speak to you, that's useful too.

Describe your style in your own words

No design vocabulary required.

Do you have inspiration images saved?

Yes, I'll share a link/folder

A few

Not yet

What's currently working in your space? What definitely needs to change?

Which best describes what you're looking for from a designer?

A creative partner who leads the vision — I want to approve, not select

A collaborative process — I'd like to review a few curated options before decisions are final

I already have a strong vision and mainly want help executing it

Please select one.

06 / Working Together

How do you like to work?

Have you worked with an interior designer before?

No

Yes — one designer

Yes — more than one

Please select one.

If yes, what worked well or didn't work well?

How involved do you want to be in the day-to-day process?

Site visits, approvals, sourcing decisions.

Minimal — I'd like this largely handled for me

Some — I'd like to weigh in at key milestones

A lot — I want to be closely involved in every decision

Please select one.

If a spouse/partner/co-decision-maker is involved, how do they prefer to engage with individual selections?

Fabrics, furniture, finishes, and similar items.

Not applicable

Comfortable deferring to our recommendations

Wants to review and approve at key milestones

Wants to personally select individual items

Preferred communication style?

Email

Text

Phone/video calls

In-person

07 / In Your Words

Last few, in your own words.

What does a successful outcome look like for this project?

This one helps us most — please add a few words.

Anything else you'd like us to know before we talk?

08 / Review

Everything look right?

Here's a summary of what you shared. Sending opens your email app with this pre-filled — just hit send.

Let's find out if we're the right fit for your project.

Who are we talking to?

Tell us about the project.

What's the investment range?

Let's set honest expectations on time.

Show us what you love.

How do you like to work?

Last few, in your own words.

Everything look right?

Thank you.