Client intake guide

Before the first conversation

Client intake tools

Prepare for a useful first conversation

Choose what fits

Four ways to prepare

Houzz Pro questionnaire

If you already use Houzz Pro, its lead questionnaire can gather answers. Select available questions, send them by email or link, and review replies in the lead’s messages. Check whether it is available for your account and location, and make sure its questions cover the details you need before your next visit.

Houzz questionnaire help

Google Forms

Google Forms lets you ask a consistent set of questions and add a file-upload question. Uploaded files are copied to the form owner’s Google Drive. A Google Account sign-in is required to upload files; file uploads are unavailable for forms stored in shared drives. Check these requirements before sending.

Google Drive folder

A homeowner can use a Google Drive folder to collect photos, sketches and notes, then share files or folders with selected people. The owner selects access roles, and restrictions and inherited permissions can affect who can access the contents. Confirm who can open the folder with the homeowner before the folder is shared.

Google Drive sharing help

LeadToScope Project File

Homeowners share a free Project File with contractors of their choice. Request one from a homeowner you already know. Contractors need an account and credits: $10 for one or $45 for five. A request reserves one credit, used when the homeowner approves and shares. Opening an independently shared file uses one credit.

See credit details

Availability varies. Google Forms and Drive can work together.

Prepare for the conversation

Choose your next step

Review the homeowner’s approved details before the first conversation.