Contact & Project Details

Client Name(s)

Property Address

Email Address

Phone Number

Best way to reach you?

Ideal project start date

Do you have a target completion date?

02

About Your Home

Year the home was built (approx.)

Approximate square footage of the main floor

Which spaces on the main floor are included in this project?

(check all that apply)

Entry / Foyer

Living Room

Dining Room

Kitchen / Kitchen Nook

Family Room

Home Office / Den

Powder Room / Bathroom

Laundry / Mudroom

Other

Is the main floor open-concept, defined rooms, or a mix?

Any planned structural or renovation work before design begins?

(e.g. flooring replacement, fireplace rebuild)

Are there any existing finishes or fixtures that must stay?

(e.g. flooring, cabinetry, tile)

03

Lifestyle & How You Use the Space

Describe a typical day in your home — how do you move through the main floor?

Who lives in the home?

Adults only

Children

Pets

Multi-generational household

Children (ages)

Pets (type/size)

Do you work from home? If so, how?

How often do you entertain?

Rarely / never

Occasionally (a few times a year)

Regularly (monthly or more)

Frequently (weekly)

Typical gathering size when you entertain?

Any accessibility or mobility considerations to design around?

04

Design Style & Vision

How would you describe the overall feeling you want in your home?

(e.g. calm and serene, warm and layered, clean and modern)

Other

Are there any styles you strongly dislike or want to avoid?

Do you have a Pinterest board, Instagram account, or saved images to share?

(please include link or bring to meeting)

Is there a room — anywhere, any home — that has really inspired you? Describe it.

05

Color & Paint

Overall color preference

Warm tones (creams, taupes, ochres, terracottas)

Cool tones (greys, blues, greens, soft whites)

Neutral / no strong preference

Contrast-forward (darks + lights together)

Are there specific colors you love for the main floor?

Any colors you want to avoid entirely?

Describe your ideal wall color(s) — bold statement, soft backdrop, or something else?

Do any existing pieces (sofa, rug, art) anchor the color direction?

06

Lighting

How do you feel about the current lighting in your main floor spaces?

Lighting mood preference

Bright and functional (great visibility throughout)

Warm and ambient (layered, dimmer-friendly)

A mix — bright where we work, warm where we relax

Which fixture types do you gravitate toward?

Statement pendants / chandeliers

Recessed / flush ceiling lights

Wall sconces

Floor & table lamps

Under-cabinet or accent lighting

Are there any areas where lighting is a particular pain point right now?

Any existing fixtures you love and want to keep?

07

Fireplace

Do you have a fireplace on the main floor?

Yes — it is functional (wood-burning / gas)

Yes — it is decorative only

No fireplace

Where is the fireplace located?

(e.g. living room, family room)

What is the current surround / mantel situation?

Builder-grade / basic — open to replacing

Existing surround we love and want to keep

No surround — starting from scratch

Describe your fireplace vision — grand statement piece, subtle and built-in, tile surround, etc.

08

Window Coverings

Current window coverings

None (bare windows)

Existing coverings we want to keep

Existing coverings we'd like to replace

What matters most to you in window treatments?

Maximum natural light — minimal covering

Privacy without sacrificing light

Full blackout capability

Primarily decorative / aesthetic

Which styles appeal to you?

Flowing drapery panels (floor-length)

Roman shades or roller shades

Woven wood / natural shades

Shutters / plantation blinds

Layered (sheer + drapery)

Not sure — open to recommendations

09

Furniture & Layout

Which existing furniture pieces are staying (that we should design around)?

(please describe or attach photos)

Which pieces are you hoping to replace or add?

Furniture scale preference

Large, substantial pieces — feels grounded

Mid-scale / balanced

Lighter, leaner — open and airy feel

Mix depending on the room

Any layout frustrations in the current space — traffic flow, lack of seating, etc.?

10

Millwork & Built-Ins

Is custom millwork or built-in cabinetry something you'd consider?

Yes — high priority for us

Open to it if it makes sense

Probably not for this phase

Not sure — would love your recommendation

Which areas might benefit from built-ins?

Fireplace surround / mantel

Flanking the fireplace (shelving, cabinetry)

Entryway storage / bench

Home office or alcove

Dining room buffet / sideboard

Other

11

Budget

Overall furnishings & decor budget for the main floor

Under $10,000

$10,000 – $25,000

$25,000 – $50,000

$50,000 – $75,000

$75,000+

Flexible / TBD

Renovation / trades budget

(flooring, painting, lighting install, millwork, etc.)

Under $10,000

$10,000 – $30,000

$30,000 – $60,000

$60,000+

Not yet determined

Are there areas where you'd like to invest more, and areas where you'd like to keep costs down?

12

Anything Else We Should Know

Is there anything specific you'd like to achieve or experience in your redesigned main floor that we haven't asked about?

Any concerns, sensitivities, or things that haven't worked in past design projects?

How did you hear about us?

Client Discovery Questionnaire

Contact & Project Details

About Your Home

Lifestyle & How You Use the Space

Design Style & Vision

Color & Paint

Lighting

Fireplace

Window Coverings

Furniture & Layout

Millwork & Built-Ins

Budget

Anything Else We Should Know