Can you describe the issue you're experiencing?
A
Qualify Home Service Leads
Concierge agent · 1.4K uses
Concierge Agent
Interior Design Consultation Form Template
Your Design Forms Lose Half Your Clients. Stop losing potential clients to confusing intake forms. This intelligent consultation form asks relevant follow-ups about spatial requirements, design preferences, and timeline constraints. Automatically routes high-value projects to senior designers while qualifying budget and scope upfront.
Higher Completion Rates
Better Style Insights
Qualified Projects Only
Used 2,207+ times
What's inside this template
Start from this conversation and adapt it to your team — change any question, add your own logic, and connect the tools you already use.
Questions it always asks
The core fields every response captures.
What is your target budget range for this design project?
Which rooms are included in the scope of work?
How it adapts
Follow-ups that change based on what people say.
If budget exceeds $50,000, ask about architectural modifications and custom millwork
If project includes kitchen renovation, collect appliance preferences and cooking habits
Where it routes people
Different paths for different answers.
Route luxury projects over $75K directly to senior design consultants
Send small room refreshes under $15K to junior designers for initial consultation
Automations it can trigger
Actions that fire the moment a response comes in.
Create detailed client profile in design project management software
Schedule consultation appointment based on project complexity and designer availability
Send personalized project estimate and design process overview via email
SOC 2 Type II and ISO 27001:2022 certified. Responses are encrypted in transit and at rest, and you own your data. View our Trust Center.
How this AI template works
The AI conversation starts with basic project details, then intelligently probes deeper based on responses about room types, style preferences, and budget ranges. It captures measurements, functional requirements, and aesthetic goals before scheduling the appropriate consultation type.
Getting started
- 1
Connect your scheduling calendar and CRM system
- 2
Set budget thresholds for automatic designer routing
- 3
Customize room-specific question flows for your services
- 4
Configure project type categories and pricing tiers
Template Details
- Agent Type
- Concierge
- Category
- Home services intake
- Role
- SalesOperations
- Business outcome
- Convert more leads
- Job to be done
- Book & schedule services
- Journey stage
- Intake & qualification
- Integrations
- Email, Calendar, Honeybook
- Times Used
- 2,207+
Forms collect fields. Conversations capture context.
Static forms force complex situations into rigid dropdowns. Perspective captures structured data and the reasoning behind it — so your team makes better decisions, faster.
The static form
yoursite.com/intake
Category *
Select...
Details
Describe your situation...
Submit
Result:Category: "Other"|Details: "It's complicated"
No context. No follow-up. No next step.
- Clients abandon forms when faced with room dimension fields and technical questions they don't understand. You lose qualified prospects who would have hired you if the intake felt less intimidating.
- Style preference dropdowns force clients into generic categories that don't match their vision. They select 'modern' when they mean 'warm minimalist with natural textures,' leading to consultation mismatches.
- Budget range checkboxes scare away clients who might stretch their budget for the right designer. Rigid pricing tiers make you look inflexible before they understand your value.
The AI conversation
"Tell me more about the timeline — when did this start, and is there a deadline your team is working against?"
Extracted & structured automatically
Category
High-priority
Urgency
Deadline: 2 weeks
Sentiment
Frustrated but hopeful
Next step
Route to senior team
Triggered: Slack alert sent| CRM updated
Right team. Full context. Instant action.
- AI guides clients through describing their space naturally, asking follow-up questions about lighting challenges and traffic flow issues. You receive detailed briefs that help you prepare targeted design solutions.
- Conversations help clients explore their aesthetic preferences by discussing specific rooms they love from magazines or Pinterest. You understand their true style beyond generic labels, enabling better mood board preparation.
- Adaptive questioning introduces budget as investment levels tied to specific outcomes rather than arbitrary ranges. Clients self-qualify based on value rather than price, leading to better project matches.
What information do you need before a design consultation?
Effective consultations start with understanding room layouts, style preferences, functional needs, and project timelines. Traditional forms often overwhelm clients with technical questions about square footage and architectural details. Conversational intake makes this process approachable by explaining why certain details matter and guiding clients through providing information at their comfort level. The goal is comprehensive preparation that helps you focus consultation time on creative solutions rather than basic fact-gathering.
FAQ
Frequently Asked Questions
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Replace drop-off, poor qualification, and missing context with AI conversations that capture structured data and real understanding. Set up in minutes.
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