Client intake for architecture firms: one form, one reply, one folder
https://archon-partners.com/guides/client-intake-process-architecture-firm/

From Archon & Partners. Replace everything in [square brackets] and read each template before you use it.

=== Intake form questions ===
When: Paste into a new Google or Microsoft form

1. Project name (short answer, required)
2. Client name (short answer, required)
3. Client email (short answer, required)
4. Client phone (short answer)
5. Site address (paragraph, required)
6. Project type (choice: New build / Renovation / Addition / Interior fit-out / Other)
7. Target start (date)
8. How did you hear about us? (short answer)
9. Anything else we should know? (paragraph)

=== Same-day reply to a new client ===
When: The day the intake form arrives
Subject: [Project name]: received, project [number]

Hi [Client first name],

Thank you for the details on [project name]. We have opened it as project [number], and that number will be on every email and document from us.

Next step: [next step, for example a 30-minute call to walk through the brief]. [Name] will be in touch by [date].

If anything in the form changes before then, reply to this email.

Best,
[Your name]
[Firm name]

=== Intake settings to write down ===
When: Once, when you set the process up

Form link and form owner:
Who fills the form (client, or someone in the firm after the first call):
Project number format and last number used:
Parent folder for all projects, and its owner:
Subfolder list, and who may change it:
Who shares the folder with the team, and how:
Who sends the same-day reply: