Construction Customer Discovery Questionnaire
Describe your needs and experience so the receiving team can understand priorities and plan the next step. Use examples where possible.
Creates an editable copy in your Intaria workspace. The master template stays unchanged.
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13 fields
Organization using this document
Your name or contact reference
Optional. Leave blank if you do not want to identify yourself in this local draft.
Email for a reply if needed
How do you handle this today
What is your most important need
What makes this difficult
What would a successful outcome look like
How often does this arise
Which change would help most
Your role and the process you are trying to improve
Complete when relevant to this request.
Current tools workarounds and how you judge value
Project site and work phase
Complete when relevant to this request.
Site access coordination dependencies and working hours
Edit every field
Change labels, requirements, options, validation, sections and confirmation behavior in the Intaria builder.
Add the workflow
Route submissions for approval, trigger email, generate documents or continue the process after intake.
Connect your systems
Map approved data into your CRM or other connected systems instead of retyping information by hand.
Start here. Change anything.
Use this template as the first draft, then tailor the form and workflow to exactly how your organization works.
Use this template