Residential architecture client questionnaire
A free template for your next house: eight questions about how your client lives, a board of spaces and materials to react to, and three pairs to choose between. Send it as one link before the first meeting.
Step 3 of 3 · Comparison
Which feels closer to your home?
Three pairs for each person, made from the spaces they liked on the Moodboard.
Home plan
Which feels closer to your home?
Pick the one that feels more like the house you want.
Using the images you liked earlier as the comparison field.
Every question in the template.
This is the Home plan exactly as your client gets it, in order. Change any of it before you send it.
Welcome
Always first
- Title
- Home plan
- Your note
- A few questions and pictures before we meet. If you share the house, answer on your own. There are no wrong answers.
- What they’ll do
- Answer 8 short questions
- React to about 7 images
- Choose between 3 pairs of images
- Time
- Encore works it out from the steps. They can stop and pick up where they left off.
Step 1 · Form: How you live
8 questions · Slides, one question per screen
- 1
What’s the project?
Pick One- New build
- Extension
- Renovation of the whole house
- One or two rooms
Sets the scale of the job before anything else.
- 2
Who will live in the house day to day?
Short answer- Placeholder: For example: two adults, two children, a dog
The household you’re designing for, in a line.
- 3
What doesn’t work about where you live now?
Long answer- Placeholder: Rooms, light, storage, noise, anything
Their own words about the problems the new design has to solve.
- 4
Should the main living space be open or separate rooms?
Word Pair- Open
- Separate
One quick choice that shapes the plan.
- 5
How much do you want to see your neighbours, and be seen?
Spectrum- Fully private
- Open to the street
A slider between two ends. It tells you how much glass faces the street and how much faces the garden.
- 6
Which rooms matter most to you? Give your 10 points to the rooms you’d spend on first.
Dot Voting- Kitchen
- Living room
- Main bedroom
- Bathrooms
- Home office
- Outdoor space
- Storage and utility
Ten points to spread. Where the points land is where the budget should go.
- 7
Which of these do you want in the budget?
Stake Checklist- Extra bedroom · [your estimate]
- Home office · [your estimate]
- Larger windows / glazing · [your estimate]
- Covered outdoor room · [your estimate]
- Better insulation and heating · [your estimate]
Put your own estimate on each line before you send it, so your client ticks what they want with the cost in view.
- 8
Finish each line with the word that’s closer.
This / Not That- The house should feel calm / lively
- Materials should be natural / polished
- The garden is somewhere we sit / somewhere we look at
Three quick lines on mood, materials and the garden, answered one at a time.
Step 2 · Moodboard: Spaces and materials
7 images · react to at least 5
Your client sees: “Tap images to react. Tell us what you like and what you don’t.” They click a picture, rate it from 1 to 10, pick what draws them in or puts them off (Texture & materiality, Mood & energy and more), how it makes them feel, and can add a few words.
Step 3 · Comparison: Which feels closer to your home?
3 pairs per person
- Title
- Which feels closer to your home?
- Description
- Pick the one that feels more like the house you want.
- Pairs
- 3 for each person, one pair at a time.
- Source
- Automatic: the pairs come from the pictures each person liked on the Moodboard. Swap in your own concept options and they choose between those.
Ending
Always last
They’re thanked by name and see what stood out in what they chose: the images they rated highest and the words they picked. You see every answer in Results.
Start your trial and the Home plan is ready to edit and send.
Questions about this template.
Yes. It comes with every Encore account, including the 14-day free trial.
Yes. Every question, picture and pair is yours to edit, reorder or delete before you send it.
It’s eight short questions, seven pictures and three pairs.
Yes. Swap the template’s pictures for your own projects. Your client reacts to whatever you put on the board.
Yes. Send each person the same link. Results shows each person’s answers and where they agree.
Send it before your next first meeting.
14 days free. Add a card to start; nothing is charged until the trial ends. Cancel any time from Settings.