Commercial | New Client Questionnaire Template
Safe Payment, pay with multiple credit cards
Streamline your design process with ease and elevate your client onboarding experience using our Commercial New Client Questionnaire Template.
Created specifically for interior designers working on commercial projects, this comprehensive and beautifully designed Canva template helps you gather all the essential details about your clients’ needs, design requirements, and project goals—right from the start. By organizing your intake process, you’ll impress clients with your professionalism, clarity, and luxury-level attention to detail.
Whether you’re designing boutique hotels, restaurants, offices, or retail spaces, this questionnaire ensures that every project begins with precision and confidence. With sections designed to align budgets, timelines, and expectations, you’ll prevent scope creep and foster smoother communication from consultation to completion.
👉 Make it a bundle: Pairs beautifully with our Onboarding Guide or Client Welcome Guide.
Key Features
-
Personalized Insights: Capture your clients’ business goals, design vision, and operational needs to craft tailored design solutions that exceed expectations.
-
Professionalism: Present a refined, organized intake process that positions you as an expert in commercial design.
-
Streamlined Process: Save time and reduce miscommunications by collecting critical project information upfront.
-
Budget & Scope Alignment: Define budgets, timelines, and deliverables to manage expectations and maintain clarity throughout the project.
Designed for commercial interior designers, this template is the perfect resource to help you organize projects, nurture client relationships, and deliver an exceptional client experience from the very first meeting.
What’s Included
-
Editable Canva Template (8.5 x 11 View Only)
-
10 fully customizable pages
-
Professionally designed for luxury interior designers
-
Stock photography included
-
Rosebud Academy video tutorials for printing and digital use
-
Canva 101 How-To Guide for easy customization
Please Note:
This questionnaire is only sold as a Canva template.
This means you can answer questions directly inside the Canva platform using the form, or print it out and fill it out manually.
If you’d like to turn it into a fillable PDF, you can watch our free training inside Rosebud Academy, included with your purchase.
How To Access Your Purchase
The moment your order is complete, you’ll receive a PDF containing a secure link to the purchase.
Canva Templates: Simply click, import directly into your Canva account, and begin customizing. You’ll be able to edit colors, fonts, logos, and layouts instantly—no waiting, no complicated software, just immediate access to make it yours.
Stock Images: After purchase, you’ll receive a PDF with a secure link to your image gallery. Simply click the link to download your stock images directly.
Showit Website Template: After purchase, you’ll receive a Showit share key to access your website template. Log into your Showit account, click Designs, select Add Design, and choose Use a Share Key, then paste the key to add the template to your account.
From there, you can begin customizing text, colors, fonts, images, and page layout using Showit’s drag-and-drop editor. Please Note: A Showit subscription is required, and the template is designed exclusively for use on the Showit platform.
Refund Policy
Because our products are delivered instantly as digital downloads, all sales are final. Once your purchase is complete, you receive immediate access to the files, and we are unable to offer refunds, returns, or exchanges.
We encourage you to review product descriptions carefully before purchasing. If you have any questions about whether a product is right for you, please reach out to us prior to checkout—we’re always happy to help ensure you feel confident in your purchase.
In the rare event of a technical issue (such as a broken link or file error), please contact us within 7 days of purchase, and we will promptly resolve the issue by providing a corrected file or alternative download.
By purchasing, you agree to these terms and understand that digital products are non-refundable.
License Information
Canva Templates
- Designed for your personal business use only—customize and brand it as your own.
- You may share the exported PDF, PNG, or JPG version with clients, but you cannot share or resell the Canva template itself.
- Templates are exclusive to Canva and not compatible with InDesign, PowerPoint, or other software.
- Due to the instant digital download, all sales are final (no refunds or exchanges).
- Copyright © 2024-2026 Rosebud & Co. Creative LLC. Unauthorized reproduction, resale, or distribution may result in legal action.
AI Image Packs:
- Intended Use: These AI-generated images are for your personal business use only. You may use them in marketing, social media, websites, client documents, and presentations.
- Ownership & Restrictions: You may not resell, redistribute, reproduce, or share these images (including offering them for free). They cannot be claimed as your own or sold in any form.
- Platform & Delivery: After purchase, you’ll receive a PDF with links to download the image files and access Rosebud Academy trainings.
- Refund Policy: Due to their instant digital nature, all sales are final (no refunds or exchanges).
- Disclaimer: These images are AI-generated and intended for design inspiration and conceptual use only. They do not depict real properties.
Copyright: ©2024–2026 Rosebud & Co. Creative LLC. Unauthorized use or resale is prohibited and may result in legal action.
Showit Website Templates:
- Licensed for single-business use only
- One purchase equals one website for one business
- Template may be customized for your own business
- May not be shared, resold, sublicensed, or redistributed
- May not be used for client work or white-label projects
- Valid for Showit platform use only
- Due to the instant digital delivery, all sales are final
- Copyright © 2024-2026 Rosebud & Co. Creative LLC. Unauthorized reproduction, resale, or distribution may result in legal action.
Commercial | New Client Questionnaire Template
