Client onboarding checklist for interior designers
Interior projects stall on missing measurements, undefined budgets and silent decision-makers. This checklist collects plans, inspiration, constraints and approval rules before you buy a single sample.
Client names and main contact
Property address and type: apartment, house, office
Rooms in scope and approximate sizes
Floor plans or measurements (if available)
Photos or video of current state
Budget range for the full project
Style preferences and inspiration boards (Pinterest)
Must-keep furniture or items
Household: kids, pets, special needs
Timeline: desired start and completion
Contractor availability or need for recommendations
Ask for floor plans AND current photos — clients often have one, not both.
Budget honesty up front saves painful value-engineering later.
Confirm who approves purchases — spouses and partners count.
Send it as one smart link — and stop chasing
Chasely turns this checklist into a client-facing page and follows up automatically until every item is done. Your client needs no account. $9/mo, 14 days free.