{"product_id":"countertop-installation-client-intake-form","title":"Client Intake Form (Core) - Countertop Installation","description":"\u003cdiv class=\"qMYqUG_convSearchResultHighlightRoot\"\u003e\n\u003cdiv class=\"\"\u003e\n\u003csection class=\"text-token-text-primary w-full focus:outline-none has-data-writing-block:pointer-events-none [\u0026amp;:has([data-writing-block])\u0026gt;*]:pointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]\" dir=\"auto\"\u003e\n\u003cdiv class=\"text-base my-auto mx-auto pb-8 [--thread-content-margin:var(--thread-content-margin-xs,calc(var(--spacing)*4))] @w-sm\/main:[--thread-content-margin:var(--thread-content-margin-sm,calc(var(--spacing)*6))] @w-lg\/main:[--thread-content-margin:var(--thread-content-margin-lg,calc(var(--spacing)*16))] px-(--thread-content-margin)\"\u003e\n\u003cdiv class=\"[--thread-content-max-width:40rem] @w-lg\/main:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group\/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn\"\u003e\n\u003cdiv class=\"flex max-w-full flex-col gap-4 grow\"\u003e\n\u003cdiv dir=\"auto\" class=\"min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal outline-none keyboard-focused:focus-ring [.text-message+\u0026amp;]:mt-1\" tabindex=\"0\"\u003e\n\u003cdiv class=\"flex w-full flex-col gap-1 empty:hidden\"\u003e\n\u003cdiv class=\"markdown prose dark:prose-invert wrap-break-word w-full light markdown-new-styling\"\u003e\n\u003ch1 class=\"PDq2pG_selectionAnchorContainer\" style=\"text-align: center;\"\u003eCountertop Installation Client Intake Form\u003cspan class=\"PDq2pG_selectionAnchor\"\u003e\u003c\/span\u003e\n\u003c\/h1\u003e\n\u003cp style=\"text-align: center;\"\u003e\u003cstrong\u003eProfessional Countertop Client Intake, Project Discovery \u0026amp; Customer Onboarding Form for Countertop Installation Businesses (Editable PDF + Word)\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eAsk the right questions before you measure, fabricate, or estimate.\u003c\/p\u003e\n\u003cp\u003eCapture material selections, project conditions, sink details, cabinet readiness, budget, and scheduling information from the start.\u003c\/p\u003e\n\u003cp\u003eBuild a more organized countertop installation process before the project ever reaches fabrication.\u003c\/p\u003e\n\u003cp\u003eCountertop projects are detail-driven.\u003c\/p\u003e\n\u003cp\u003eThe material matters.\u003c\/p\u003e\n\u003cp\u003eThe existing countertops matter.\u003c\/p\u003e\n\u003cp\u003eCabinet conditions matter.\u003c\/p\u003e\n\u003cp\u003eSink and appliance specifications matter.\u003c\/p\u003e\n\u003cp\u003eBacksplash selections matter.\u003c\/p\u003e\n\u003cp\u003eAccess matters.\u003c\/p\u003e\n\u003cp\u003eAnd the customer's expectations regarding budget and scheduling can affect the entire project.\u003c\/p\u003e\n\u003cp\u003eWhen those details aren't collected early, countertop installers can waste valuable time chasing information, revising estimates, scheduling unnecessary site visits, or discovering important project requirements later than they should.\u003c\/p\u003e\n\u003cp\u003eA customer says they want quartz countertops.\u003c\/p\u003e\n\u003cp\u003eBut which color?\u003c\/p\u003e\n\u003cp\u003eWhat thickness?\u003c\/p\u003e\n\u003cp\u003eWhat finish?\u003c\/p\u003e\n\u003cp\u003eWhat edge profile?\u003c\/p\u003e\n\u003cp\u003eIs the existing countertop being removed?\u003c\/p\u003e\n\u003cp\u003eWho is handling removal?\u003c\/p\u003e\n\u003cp\u003eAre the cabinets installed and level?\u003c\/p\u003e\n\u003cp\u003eIs the sink undermount, drop-in, farmhouse, or vessel?\u003c\/p\u003e\n\u003cp\u003eDoes the project require a cooktop cutout?\u003c\/p\u003e\n\u003cp\u003eWhat about backsplash?\u003c\/p\u003e\n\u003cp\u003eFaucet holes?\u003c\/p\u003e\n\u003cp\u003eSpecial fabrication?\u003c\/p\u003e\n\u003cp\u003eAnd when does the customer actually need the project completed?\u003c\/p\u003e\n\u003cp\u003eThe \u003cstrong\u003eCountertop Installation Client Intake Form\u003c\/strong\u003e was created specifically for countertop installers, fabricators, kitchen and bath contractors, and countertop businesses that want a more professional way to collect those answers before moving deeper into the estimating and project-planning process.\u003c\/p\u003e\n\u003cp\u003eRather than piecing together critical information from phone calls, text messages, emails, handwritten notes, and memory, this industry-specific form gives you one organized place to document the essential details of each prospective countertop project. \u003cspan class=\"contents\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003chr\u003e\n\u003ch2\u003e🪨 Built Specifically for Countertop Installation Businesses\u003c\/h2\u003e\n\u003cp\u003eGeneric contractor intake forms can collect a name and phone number.\u003c\/p\u003e\n\u003cp\u003eThey rarely collect the details countertop professionals actually need.\u003c\/p\u003e\n\u003cp\u003eThis form was designed around projects involving:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eGranite countertops\u003c\/li\u003e\n\u003cli\u003eQuartz countertops\u003c\/li\u003e\n\u003cli\u003eMarble countertops\u003c\/li\u003e\n\u003cli\u003eQuartzite countertops\u003c\/li\u003e\n\u003cli\u003eButcher block countertops\u003c\/li\u003e\n\u003cli\u003eLaminate countertops\u003c\/li\u003e\n\u003cli\u003ePorcelain countertops\u003c\/li\u003e\n\u003cli\u003eSolid surface countertops\u003c\/li\u003e\n\u003cli\u003eConcrete countertops\u003c\/li\u003e\n\u003cli\u003eKitchen countertops\u003c\/li\u003e\n\u003cli\u003eKitchen islands\u003c\/li\u003e\n\u003cli\u003eBathroom vanity tops\u003c\/li\u003e\n\u003cli\u003eLaundry room countertops\u003c\/li\u003e\n\u003cli\u003eBar countertops\u003c\/li\u003e\n\u003cli\u003eOutdoor kitchen countertops\u003c\/li\u003e\n\u003cli\u003eOffice countertops\u003c\/li\u003e\n\u003cli\u003eCountertop replacement projects\u003c\/li\u003e\n\u003cli\u003eResidential countertop installation\u003c\/li\u003e\n\u003cli\u003eCommercial countertop installation\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eWhether you're qualifying a small vanity replacement or gathering preliminary information for a complete kitchen countertop project, you'll have a repeatable intake process built around the industry.\u003c\/p\u003e\n\u003chr\u003e\n\u003ch2\u003e📋 Collect Essential Client \u0026amp; Project Information From the Beginning\u003c\/h2\u003e\n\u003cp\u003eProfessional onboarding starts with organized information.\u003c\/p\u003e\n\u003cp\u003eThe form provides dedicated space for:\u003c\/p\u003e\n\u003cp\u003e✔ Client name\u003c\/p\u003e\n\u003cp\u003e✔ Project address\u003c\/p\u003e\n\u003cp\u003e✔ Phone number\u003c\/p\u003e\n\u003cp\u003e✔ Email address\u003c\/p\u003e\n\u003cp\u003e✔ Preferred contact method\u003c\/p\u003e\n\u003cp\u003e✔ Intake date\u003c\/p\u003e\n\u003cp\u003e✔ Lead number\u003c\/p\u003e\n\u003cp\u003eIt also helps you identify whether the project involves:\u003c\/p\u003e\n\u003cp\u003e✔ New construction\u003c\/p\u003e\n\u003cp\u003e✔ Remodeling\u003c\/p\u003e\n\u003cp\u003e✔ Countertop replacement\u003c\/p\u003e\n\u003cp\u003e✔ Residential work\u003c\/p\u003e\n\u003cp\u003e✔ Commercial work\u003c\/p\u003e\n\u003cp\u003eEverything begins in one place, creating a cleaner transition from initial inquiry to consultation, estimating, and project planning.\u003c\/p\u003e\n\u003chr\u003e\n\u003ch2\u003e🏠 Identify Exactly Where the Countertops Are Going\u003c\/h2\u003e\n\u003cp\u003eA bathroom vanity and a full kitchen aren't the same project.\u003c\/p\u003e\n\u003cp\u003eNeither is an outdoor kitchen, bar, laundry room, or commercial installation.\u003c\/p\u003e\n\u003cp\u003eThe intake form allows you to identify installation areas including:\u003c\/p\u003e\n\u003cp\u003e✔ Kitchen\u003c\/p\u003e\n\u003cp\u003e✔ Island\u003c\/p\u003e\n\u003cp\u003e✔ Bathroom\u003c\/p\u003e\n\u003cp\u003e✔ Laundry\u003c\/p\u003e\n\u003cp\u003e✔ Bar\u003c\/p\u003e\n\u003cp\u003e✔ Outdoor kitchen\u003c\/p\u003e\n\u003cp\u003e✔ Office\u003c\/p\u003e\n\u003cp\u003e✔ Other locations\u003c\/p\u003e\n\u003cp\u003eThat gives you immediate context about the project before spending valuable time developing an estimate.\u003c\/p\u003e\n\u003chr\u003e\n\u003ch2\u003e🔨 Understand the Existing Countertop Situation\u003c\/h2\u003e\n\u003cp\u003eReplacement projects introduce another layer of planning.\u003c\/p\u003e\n\u003cp\u003eWhat material is currently installed?\u003c\/p\u003e\n\u003cp\u003eIs it being removed?\u003c\/p\u003e\n\u003cp\u003eAnd who is responsible for removal?\u003c\/p\u003e\n\u003cp\u003eThe form includes space for documenting existing materials such as:\u003c\/p\u003e\n\u003cp\u003e✔ Laminate\u003c\/p\u003e\n\u003cp\u003e✔ Granite\u003c\/p\u003e\n\u003cp\u003e✔ Quartz\u003c\/p\u003e\n\u003cp\u003e✔ Marble\u003c\/p\u003e\n\u003cp\u003e✔ Tile\u003c\/p\u003e\n\u003cp\u003e✔ Solid surface\u003c\/p\u003e\n\u003cp\u003e✔ Wood\u003c\/p\u003e\n\u003cp\u003e✔ Other materials\u003c\/p\u003e\n\u003cp\u003eYou can also record whether the existing countertops are being removed and whether removal will be completed by your company, the customer, or another party. \u003cspan class=\"contents\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eThat information can affect labor, scheduling, disposal, coordination, and pricing—making it valuable to identify early.\u003c\/p\u003e\n\u003chr\u003e\n\u003ch2\u003e🎨 Capture New Countertop Selections Before Estimating\u003c\/h2\u003e\n\u003cp\u003eCountertop material is only the beginning.\u003c\/p\u003e\n\u003cp\u003eThe final project can be influenced by numerous selections and specifications.\u003c\/p\u003e\n\u003cp\u003eThe form includes dedicated fields for documenting:\u003c\/p\u003e\n\u003cp\u003e✔ Granite\u003c\/p\u003e\n\u003cp\u003e✔ Quartz\u003c\/p\u003e\n\u003cp\u003e✔ Marble\u003c\/p\u003e\n\u003cp\u003e✔ Quartzite\u003c\/p\u003e\n\u003cp\u003e✔ Butcher block\u003c\/p\u003e\n\u003cp\u003e✔ Laminate\u003c\/p\u003e\n\u003cp\u003e✔ Porcelain\u003c\/p\u003e\n\u003cp\u003e✔ Solid surface\u003c\/p\u003e\n\u003cp\u003e✔ Concrete\u003c\/p\u003e\n\u003cp\u003e✔ Other countertop materials\u003c\/p\u003e\n\u003cp\u003eIt then goes deeper with fields for:\u003c\/p\u003e\n\u003cp\u003e✔ Color or pattern\u003c\/p\u003e\n\u003cp\u003e✔ 2 CM, 3 CM, or other thickness\u003c\/p\u003e\n\u003cp\u003e✔ Polished, honed, leathered, matte, or other finish\u003c\/p\u003e\n\u003cp\u003e✔ Edge profile\u003c\/p\u003e\n\u003cp\u003e✔ Approximate square footage\u003c\/p\u003e\n\u003cp\u003eInstead of simply writing down \u003cstrong\u003e“customer wants quartz,”\u003c\/strong\u003e you can begin creating a much more useful project profile.\u003c\/p\u003e\n\u003chr\u003e\n\u003ch2\u003e🚰 Gather Sink, Backsplash \u0026amp; Appliance Information Early\u003c\/h2\u003e\n\u003cp\u003eCountertop projects often revolve around what's going into—or through—the countertop.\u003c\/p\u003e\n\u003cp\u003eSink configuration.\u003c\/p\u003e\n\u003cp\u003eFaucets.\u003c\/p\u003e\n\u003cp\u003eCooktops.\u003c\/p\u003e\n\u003cp\u003eBacksplash.\u003c\/p\u003e\n\u003cp\u003eSpecial cutouts.\u003c\/p\u003e\n\u003cp\u003eThese details can affect fabrication, measurements, installation, and final pricing.\u003c\/p\u003e\n\u003cp\u003eThe intake form gives you a structured way to document:\u003c\/p\u003e\n\u003cp\u003e✔ Existing or new sink\u003c\/p\u003e\n\u003cp\u003e✔ Undermount sink\u003c\/p\u003e\n\u003cp\u003e✔ Drop-in sink\u003c\/p\u003e\n\u003cp\u003e✔ Farmhouse sink\u003c\/p\u003e\n\u003cp\u003e✔ Vessel sink\u003c\/p\u003e\n\u003cp\u003e✔ No backsplash\u003c\/p\u003e\n\u003cp\u003e✔ 4-inch backsplash\u003c\/p\u003e\n\u003cp\u003e✔ Full-height backsplash\u003c\/p\u003e\n\u003cp\u003e✔ Custom backsplash\u003c\/p\u003e\n\u003cp\u003e✔ Cooktop cutout requirements\u003c\/p\u003e\n\u003cp\u003e✔ Number of faucet holes\u003c\/p\u003e\n\u003cp\u003e✔ Additional cutouts\u003c\/p\u003e\n\u003cp\u003e✔ Special fabrication requirements \u003cspan class=\"contents\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eCapturing these details during discovery helps reduce the number of questions that need to be tracked down later.\u003c\/p\u003e\n\u003chr\u003e\n\u003ch2\u003e🧱 Determine Whether the Cabinets Are Ready\u003c\/h2\u003e\n\u003cp\u003eCountertops depend on the structure beneath them.\u003c\/p\u003e\n\u003cp\u003eThat makes cabinet readiness an important part of countertop project discovery.\u003c\/p\u003e\n\u003cp\u003eThe form helps identify:\u003c\/p\u003e\n\u003cp\u003e✔ Whether existing cabinets are present\u003c\/p\u003e\n\u003cp\u003e✔ Whether new cabinets are being installed\u003c\/p\u003e\n\u003cp\u003e✔ Whether cabinets are installed and level\u003c\/p\u003e\n\u003cp\u003e✔ Whether cabinet readiness is currently unknown\u003c\/p\u003e\n\u003cp\u003eThis can be especially valuable during remodeling projects where multiple contractors or trades are involved.\u003c\/p\u003e\n\u003cp\u003eA customer may be ready to discuss countertops while the cabinets themselves aren't yet ready for final measurements or installation.\u003c\/p\u003e\n\u003cp\u003eKnowing that early helps you better understand where the project actually stands.\u003c\/p\u003e\n\u003chr\u003e\n\u003ch2\u003e💰 Qualify Budget Expectations Earlier in the Process\u003c\/h2\u003e\n\u003cp\u003eMaterial preferences and budget don't always align.\u003c\/p\u003e\n\u003cp\u003eA homeowner may initially envision premium natural stone, extensive backsplash, specialty edges, multiple cutouts, and a large island without understanding how those selections affect the overall investment.\u003c\/p\u003e\n\u003cp\u003eThe intake form provides predefined budget ranges including:\u003c\/p\u003e\n\u003cp\u003e✔ Under $2,500\u003c\/p\u003e\n\u003cp\u003e✔ $2,500–$5,000\u003c\/p\u003e\n\u003cp\u003e✔ $5,000–$10,000\u003c\/p\u003e\n\u003cp\u003e✔ $10,000+\u003c\/p\u003e\n\u003cp\u003e✔ Undecided \u003cspan class=\"contents\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eThat gives you an opportunity to understand the customer's expectations earlier and guide the project discussion accordingly.\u003c\/p\u003e\n\u003cp\u003eBudget information doesn't replace a professional estimate.\u003c\/p\u003e\n\u003cp\u003eIt helps make the conversation leading to that estimate more productive.\u003c\/p\u003e\n\u003chr\u003e\n\u003ch2\u003e📅 Understand Scheduling Before Making Commitments\u003c\/h2\u003e\n\u003cp\u003eCountertop installation often sits inside a larger construction or remodeling schedule.\u003c\/p\u003e\n\u003cp\u003eCabinets may need to be completed first.\u003c\/p\u003e\n\u003cp\u003eAppliances may need to be selected.\u003c\/p\u003e\n\u003cp\u003eOther trades may be waiting.\u003c\/p\u003e\n\u003cp\u003eThe homeowner may have a move-in date, event, closing, or other deadline.\u003c\/p\u003e\n\u003cp\u003eThis intake form includes fields for:\u003c\/p\u003e\n\u003cp\u003e✔ Desired installation date\u003c\/p\u003e\n\u003cp\u003e✔ Project deadline\u003c\/p\u003e\n\u003cp\u003e✔ Preferred installation date\u003c\/p\u003e\n\u003cp\u003eCapturing timing expectations during the intake process helps identify urgent projects, unrealistic timelines, and scheduling considerations before commitments are made.\u003c\/p\u003e\n\u003chr\u003e\n\u003ch2\u003e🚚 Capture Site Access Information Before Installation Day\u003c\/h2\u003e\n\u003cp\u003eA successful installation involves more than fabrication.\u003c\/p\u003e\n\u003cp\u003eCrews still need to get materials safely into the property.\u003c\/p\u003e\n\u003cp\u003eThe form's site-information section helps document practical details including:\u003c\/p\u003e\n\u003cp\u003e✔ Whether the home is occupied\u003c\/p\u003e\n\u003cp\u003e✔ Whether pets are present\u003c\/p\u003e\n\u003cp\u003e✔ Gate codes\u003c\/p\u003e\n\u003cp\u003e✔ Entry instructions\u003c\/p\u003e\n\u003cp\u003e✔ Parking information\u003c\/p\u003e\n\u003cp\u003e✔ Access notes\u003c\/p\u003e\n\u003cp\u003eThese may seem like small details during the sales process.\u003c\/p\u003e\n\u003cp\u003eThey can become very important when a crew arrives with a large, heavy, finished countertop.\u003c\/p\u003e\n\u003cp\u003eThe actual form dedicates an entire section to this site information, helping make it useful beyond basic lead qualification and into project preparation. \u003cspan class=\"contents\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003chr\u003e\n\u003ch2\u003e📝 Give Customers \u0026amp; Estimators Room for the Details That Don't Fit a Checkbox\u003c\/h2\u003e\n\u003cp\u003eNot every countertop project fits perfectly into predefined fields.\u003c\/p\u003e\n\u003cp\u003eUnusual layouts.\u003c\/p\u003e\n\u003cp\u003eSpecial fabrication.\u003c\/p\u003e\n\u003cp\u003eAccessibility issues.\u003c\/p\u003e\n\u003cp\u003eDesign requests.\u003c\/p\u003e\n\u003cp\u003eExisting conditions.\u003c\/p\u003e\n\u003cp\u003eCoordination requirements.\u003c\/p\u003e\n\u003cp\u003eCustomer concerns.\u003c\/p\u003e\n\u003cp\u003eThe dedicated \u003cstrong\u003eSpecial Requests \/ Client Notes\u003c\/strong\u003e section provides space to capture those project-specific details.\u003c\/p\u003e\n\u003cp\u003eThat means important information doesn't have to disappear into the margins of a notebook or remain buried inside a text-message thread.\u003c\/p\u003e\n\u003chr\u003e\n\u003ch2\u003e💰 Better Intake Information Supports Better Countertop Estimates\u003c\/h2\u003e\n\u003cp\u003eThe quality of an estimate depends partly on the quality of the information gathered before it's prepared.\u003c\/p\u003e\n\u003cp\u003eMissing details can lead to:\u003c\/p\u003e\n\u003cp\u003eIncomplete scopes.\u003c\/p\u003e\n\u003cp\u003eRepeated customer questions.\u003c\/p\u003e\n\u003cp\u003ePricing assumptions.\u003c\/p\u003e\n\u003cp\u003eEstimate revisions.\u003c\/p\u003e\n\u003cp\u003eMissed fabrication requirements.\u003c\/p\u003e\n\u003cp\u003eScheduling confusion.\u003c\/p\u003e\n\u003cp\u003eUnexpected project conditions.\u003c\/p\u003e\n\u003cp\u003eA structured countertop intake process helps you gather more of the preliminary information needed before preparing the proposal.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eBetter discovery creates better information.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eBetter information supports better estimating.\u003c\/strong\u003e\u003c\/p\u003e\n\u003chr\u003e\n\u003ch2\u003e📈 Track Every Countertop Lead Beyond the Initial Inquiry\u003c\/h2\u003e\n\u003cp\u003eThis form isn't designed to become useless the moment the estimate is scheduled.\u003c\/p\u003e\n\u003cp\u003eIt also includes an \u003cstrong\u003eOffice Use Only\u003c\/strong\u003e section that helps your company track what happens next.\u003c\/p\u003e\n\u003cp\u003eDocument:\u003c\/p\u003e\n\u003cp\u003e✔ Assigned estimator\u003c\/p\u003e\n\u003cp\u003e✔ Estimate scheduled date\u003c\/p\u003e\n\u003cp\u003e✔ Estimate sent date\u003c\/p\u003e\n\u003cp\u003e✔ Estimated project value\u003c\/p\u003e\n\u003cp\u003e✔ Lead source\u003c\/p\u003e\n\u003cp\u003e✔ Current lead status\u003c\/p\u003e\n\u003cp\u003e✔ Internal notes\u003c\/p\u003e\n\u003cp\u003eLead statuses include stages such as:\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eNew Lead → Estimate Scheduled → Estimate Sent → Pending → Approved \/ Declined\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThat transforms the document from a basic customer questionnaire into a more useful front-end project and lead-management tool. \u003cspan class=\"contents\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003chr\u003e\n\u003ch2\u003e📍 Understand Where Your Best Countertop Leads Come From\u003c\/h2\u003e\n\u003cp\u003eMarketing becomes easier to evaluate when you know where inquiries originate.\u003c\/p\u003e\n\u003cp\u003eThe form includes lead-source tracking for:\u003c\/p\u003e\n\u003cp\u003e✔ Google\u003c\/p\u003e\n\u003cp\u003e✔ Facebook\u003c\/p\u003e\n\u003cp\u003e✔ Referrals\u003c\/p\u003e\n\u003cp\u003e✔ Website\u003c\/p\u003e\n\u003cp\u003e✔ Previous customers\u003c\/p\u003e\n\u003cp\u003e✔ Other sources\u003c\/p\u003e\n\u003cp\u003eOver time, consistently documenting this information can help you better understand which channels are actually producing countertop inquiries.\u003c\/p\u003e\n\u003cp\u003eAre referrals generating your strongest projects?\u003c\/p\u003e\n\u003cp\u003eIs Google bringing in most new customers?\u003c\/p\u003e\n\u003cp\u003eAre previous clients coming back?\u003c\/p\u003e\n\u003cp\u003eIs your website producing leads?\u003c\/p\u003e\n\u003cp\u003eInstead of relying entirely on memory, start building a record.\u003c\/p\u003e\n\u003chr\u003e\n\u003ch2\u003e⚙️ More Than a Basic Countertop Customer Questionnaire\u003c\/h2\u003e\n\u003cp\u003eThis isn't simply a contact form.\u003c\/p\u003e\n\u003cp\u003eIt's a project-discovery and customer-onboarding tool designed around the front end of a countertop installation workflow.\u003c\/p\u003e\n\u003cp\u003eUse it to organize:\u003c\/p\u003e\n\u003cp\u003e✔ New leads\u003c\/p\u003e\n\u003cp\u003e✔ Customer contact information\u003c\/p\u003e\n\u003cp\u003e✔ Project type\u003c\/p\u003e\n\u003cp\u003e✔ Installation areas\u003c\/p\u003e\n\u003cp\u003e✔ Existing countertops\u003c\/p\u003e\n\u003cp\u003e✔ Removal responsibility\u003c\/p\u003e\n\u003cp\u003e✔ Material selections\u003c\/p\u003e\n\u003cp\u003e✔ Finish and edge selections\u003c\/p\u003e\n\u003cp\u003e✔ Approximate square footage\u003c\/p\u003e\n\u003cp\u003e✔ Sink configuration\u003c\/p\u003e\n\u003cp\u003e✔ Backsplash\u003c\/p\u003e\n\u003cp\u003e✔ Appliance cutouts\u003c\/p\u003e\n\u003cp\u003e✔ Cabinet readiness\u003c\/p\u003e\n\u003cp\u003e✔ Budget\u003c\/p\u003e\n\u003cp\u003e✔ Scheduling\u003c\/p\u003e\n\u003cp\u003e✔ Site access\u003c\/p\u003e\n\u003cp\u003e✔ Special requests\u003c\/p\u003e\n\u003cp\u003e✔ Lead sources\u003c\/p\u003e\n\u003cp\u003e✔ Estimate progress\u003c\/p\u003e\n\u003cp\u003e✔ Internal notes\u003c\/p\u003e\n\u003cp\u003eThat creates a clearer path from:\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eInquiry → Discovery → Measurement \/ Consultation → Estimate → Approval → Project Planning\u003c\/strong\u003e\u003c\/p\u003e\n\u003chr\u003e\n\u003ch2\u003e📄 What You'll Receive\u003c\/h2\u003e\n\u003cp\u003e✔ \u003cstrong\u003eCountertop Installation Client Intake Form – Editable Microsoft Word (.DOCX)\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e✔ \u003cstrong\u003eCountertop Installation Client Intake Form – Fillable PDF\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eCustomize it for your company.\u003c\/p\u003e\n\u003cp\u003eUse it with new countertop installation inquiries.\u003c\/p\u003e\n\u003cp\u003eCreate a consistent discovery process instead of reinventing your questions every time the phone rings.\u003c\/p\u003e\n\u003chr\u003e\n\u003ch2\u003e🎯 Who This Countertop Client Intake Form Is For\u003c\/h2\u003e\n\u003cp\u003ePerfect for:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eCountertop installation contractors\u003c\/li\u003e\n\u003cli\u003eCountertop fabricators\u003c\/li\u003e\n\u003cli\u003eGranite countertop companies\u003c\/li\u003e\n\u003cli\u003eQuartz countertop installers\u003c\/li\u003e\n\u003cli\u003eMarble and quartzite installers\u003c\/li\u003e\n\u003cli\u003ePorcelain countertop installers\u003c\/li\u003e\n\u003cli\u003eSolid surface fabricators\u003c\/li\u003e\n\u003cli\u003eKitchen and bath contractors\u003c\/li\u003e\n\u003cli\u003eKitchen remodeling companies\u003c\/li\u003e\n\u003cli\u003eBathroom remodeling contractors\u003c\/li\u003e\n\u003cli\u003eGeneral contractors\u003c\/li\u003e\n\u003cli\u003eResidential renovation companies\u003c\/li\u003e\n\u003cli\u003eCommercial countertop installers\u003c\/li\u003e\n\u003cli\u003eIndependent countertop professionals\u003c\/li\u003e\n\u003cli\u003eGrowing countertop businesses\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eIf your company gathers information before measuring, estimating, fabricating, or installing countertops, this form was designed to fit naturally into your workflow.\u003c\/p\u003e\n\u003chr\u003e\n\u003ch2\u003e📈 Better Customer Onboarding Creates a Stronger First Impression\u003c\/h2\u003e\n\u003cp\u003eCustomers notice organization.\u003c\/p\u003e\n\u003cp\u003eThey notice when you ask relevant questions.\u003c\/p\u003e\n\u003cp\u003eThey notice when you understand the details of their project.\u003c\/p\u003e\n\u003cp\u003eAnd they notice when they don't have to explain the same information repeatedly.\u003c\/p\u003e\n\u003cp\u003eA structured countertop installation intake form can help your business:\u003c\/p\u003e\n\u003cp\u003e✔ Gather more complete project information\u003c\/p\u003e\n\u003cp\u003e✔ Ask consistent discovery questions\u003c\/p\u003e\n\u003cp\u003e✔ Improve estimate preparation\u003c\/p\u003e\n\u003cp\u003e✔ Identify customer expectations\u003c\/p\u003e\n\u003cp\u003e✔ Document countertop selections\u003c\/p\u003e\n\u003cp\u003e✔ Capture important fabrication details\u003c\/p\u003e\n\u003cp\u003e✔ Understand budget and scheduling\u003c\/p\u003e\n\u003cp\u003e✔ Improve internal communication\u003c\/p\u003e\n\u003cp\u003e✔ Track lead sources and statuses\u003c\/p\u003e\n\u003cp\u003e✔ Create a more professional customer experience\u003c\/p\u003e\n\u003cp\u003eProfessionalism doesn't begin when the countertop arrives.\u003c\/p\u003e\n\u003cp\u003eIt begins with the first interaction.\u003c\/p\u003e\n\u003chr\u003e\n\u003ch2\u003e⚔️ Stop Building Countertop Estimates From Scattered Information\u003c\/h2\u003e\n\u003cp\u003eMaterial selection in an email.\u003c\/p\u003e\n\u003cp\u003eSink details in a text.\u003c\/p\u003e\n\u003cp\u003eEdge profile written on a scrap of paper.\u003c\/p\u003e\n\u003cp\u003eInstallation deadline mentioned during a phone call.\u003c\/p\u003e\n\u003cp\u003eGate code sent to someone's personal phone.\u003c\/p\u003e\n\u003cp\u003eBudget never discussed.\u003c\/p\u003e\n\u003cp\u003eCabinet readiness unknown.\u003c\/p\u003e\n\u003cp\u003eThat's not a reliable intake system.\u003c\/p\u003e\n\u003cp\u003eThe \u003cstrong\u003eCountertop Installation Client Intake Form\u003c\/strong\u003e gives you one organized place to begin documenting the project.\u003c\/p\u003e\n\u003cp\u003eBecause when you're working with custom measurements, expensive materials, fabrication requirements, and installation schedules, the details deserve to be organized.\u003c\/p\u003e\n\u003chr\u003e\n\u003ch2\u003e🥷 Build a More Professional Countertop Installation Business\u003c\/h2\u003e\n\u003cp\u003ePrecision is expected from a countertop professional.\u003c\/p\u003e\n\u003cp\u003eYour customer process should demonstrate that same attention to detail.\u003c\/p\u003e\n\u003cp\u003eThe \u003cstrong\u003eCountertop Installation Client Intake Form\u003c\/strong\u003e gives you an industry-specific framework for gathering important information before estimating and project planning move forward.\u003c\/p\u003e\n\u003cp\u003eUnderstand the project.\u003c\/p\u003e\n\u003cp\u003eDocument the selections.\u003c\/p\u003e\n\u003cp\u003eIdentify installation requirements.\u003c\/p\u003e\n\u003cp\u003eCapture budget and scheduling expectations.\u003c\/p\u003e\n\u003cp\u003eTrack the lead.\u003c\/p\u003e\n\u003cp\u003eKeep the details organized.\u003c\/p\u003e\n\u003cp\u003eIf you're ready to replace scattered project information and improvised discovery questions with a repeatable professional intake process, this editable \u003cstrong\u003eCountertop Installation Client Intake Form\u003c\/strong\u003e gives you a practical system to put in place.\u003c\/p\u003e\n\u003cp\u003eAsk better questions.\u003c\/p\u003e\n\u003cp\u003eStart with better information.\u003c\/p\u003e\n\u003cp\u003eCreate a smoother path from the first inquiry to the finished countertop.\u003c\/p\u003e\n\u003cp\u003eNo intake form can anticipate every condition or eliminate every future question. But beginning each countertop project with organized, relevant information can help make estimating, communication, scheduling, and customer onboarding considerably more professional.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"z-0 flex min-h-[46px] justify-start\"\u003e\u003cbr\u003e\u003c\/div\u003e\n\u003cdiv class=\"mt-3 w-full empty:hidden has-[\u0026gt;_:empty]:hidden\"\u003e\n\u003cdiv class=\"text-center\"\u003e\u003cbr\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"[--thread-content-max-width:40rem] @w-lg\/main:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1\"\u003e\n\u003cdiv\u003e\u003cbr\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e","brand":"My Business Ninja","offers":[{"title":"Default Title","offer_id":49023290802431,"sku":null,"price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0785\/5207\/2447\/files\/ClientIntakeForm_cf2c5eb2-33c6-4d30-8963-d59a4973c769.png?v=1786929847","url":"https:\/\/mybusinessninja.net\/products\/countertop-installation-client-intake-form","provider":"My Business Ninja","version":"1.0","type":"link"}