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Construction & Specialty Trades · FREE PREPARATION PACK

Interior design room brief and services-scope comparison workbook

Turn room ideas and saved references into one consistent brief for interior designers. This free preparation resource helps you organize intended use, people, retained items, priorities and known constraints, then compare designer-proposed discovery, layouts, selections, revision rounds, procurement, delivery, installation coordination and handoff.

5 fillable pagesPrint on US LetterNo email required
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This workbook does not provide interior design, measurement validation, fit or quantity calculations, product or finish selection, structural or trade direction, accessibility, code, permit or local-requirement guidance, appraisal, contract interpretation or legal advice. It does not guarantee product availability, installation results or a visual outcome.

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How to use this resource

Record what you already know and label measurements, plans and product information as unverified unless a qualified professional supplied them. Do not use this workbook to design a room, calculate fit or quantities, choose products or direct trade work. Ask each designer to propose the site review, measurement responsibility, design phases, deliverables, approvals, sourcing, procurement, logistics and handoff. Keep alarm codes, access credentials, payment details and private household information off the pages.

Open the PDF in a form-capable viewer, save a copy, then fill it in. Reopen your saved copy to check your answers. You can also print the blank pages and write by hand. Your answers are not submitted to PickYourPro.ai.

01

BUILD THE ROOMS AND USE BRIEF

Give each designer the same known room, household and decision context without creating the design.

02

MAP ITEMS, PRIORITIES AND LOGISTICS

Organize what is known by room; the designer proposes layout, selections and coordination.

03

DEFINE DESIGN AND SERVICE SCOPE

Record the designer's proposed phases, deliverables, approvals, purchasing and handoff.

04

QUESTIONS FOR THE INTERIOR DESIGNER

Use the same questions for each designer and record assumptions, exclusions and ownership.

05

COMPARE WRITTEN DESIGN SCOPES

Compare the same room brief. A design-services label alone does not show deliverables or logistics.

USE IT RIGHT NOW

Interior Designer preparation checklist

  • List every room or area in scope and the people, activities and priorities it needs to support.
  • Identify furniture, art, finishes, equipment or architectural features to retain, move, replace or protect.
  • Gather style references and note what you like, dislike and want the designer to interpret.
  • Label all dimensions, plans and product details as known, approximate or needing professional verification.
  • Ask the designer to itemize discovery, site review, layouts, selections, drawings or schedules and revision rounds.
  • Separate design services from products, purchasing, freight, receiving, storage and installation coordination.
  • Clarify approvals, substitutions, order ownership, damage or return handling and client-supplied items.
  • Compare deliverables, responsibilities, timing, handoff and written terms using the same room brief.

Questions to ask a videographer

  1. How will you confirm the rooms, intended use, retained items, priorities, measurements and constraints before designing?
  2. Which concepts, layouts, selections, drawings, specifications or schedules are included, and in what sequence?
  3. How many review points or revision rounds are included, and how are approvals and later changes documented?
  4. Who selects, orders, pays for, receives, inspects, stores and handles returns or substitutions for each item?
  5. What delivery, freight, installer, trade or site coordination is included, and what remains the client's responsibility?
  6. What final plans, schedules, product records, care information, open-item list and follow-up will be handed over?

Write down the answers and any exclusions. If two proposals describe different work, clarify the difference before comparing their totals. Leave unanswered points blank until the professional confirms them.

A CLEARER NEXT STEP

Ready to hear from pros?

Optional next step: Create an account on PickYourPro.ai and start an interior designer request. Share the rooms, intended use, retained items, style references, priorities and timing so participating pros can compete with proposals. Keep access codes, payment details and private household information out of the request.

Start a new request ↗

Participation and availability vary. A production planning conversation may be needed before a final proposal.

Keep the useful part.

The worksheets are free to use whether you hire through PickYourPro.ai or elsewhere. No account is needed to download them.

Download the five-page pack ↓

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More help with your next step

Read the interior designer planning guide ↗Explore scope and buying decisions alongside this preparation pack.Browse free client resources ↗Find printable worksheets and questions for other services.

Official references and scope

These are original planning prompts, with AI assistance, prepared by PickYourPro.ai. Official links checked October 12, 2026. This pack has not been independently reviewed by a licensed specialist.

  • Federal Trade Commission: How to avoid a home improvement scam ↗

    FTC consumer guidance recommends comparing written estimates and reading written scope, materials, timing and cost terms carefully for contractor work. This workbook applies that comparison principle only when an interior-design engagement includes home-improvement work; it does not treat every designer as a contractor or state local licensing or contract rules.

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