The Client Personal Interest Questionnaire opens by asking clients to describe their hobbies in their own words, then moves through five more questions covering communication preferences, interest areas, media habits, and how much they value personalized service. The rating question sits near the end to confirm how much weight the owner should give to all the preceding answers. An optional free-text question closes the form so clients can add anything the fixed options missed. After submitting, clients see a warm confirmation screen letting them know their responses will be used to shape a personalized experience.
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The interest-areas and media-types questions give concierges the specific lifestyle detail they need to make tailored recommendations from day one.
The "What are your primary hobbies or leisure activities that you enjoy in your free time?" question and the rating question together help coaches gauge both a client's current routine and how bespoke they expect their programme to be.
The "How do you prefer to receive updates or communications from us?" question ensures every agency team member knows the right channel before sending a single message to a new client.
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