Hair Consultation Intake & Goals Survey
Captures a client's hair history, concerns, and desired outcome before a cut, color, or style service, with an AI follow-up interview that turns vague inspiration ('like this photo, but...') into a concrete brief a stylist can actually execute. Built for salons, barbershops, and independent stylists running consultations.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
What's the main reason for your visit?
- Haircut
- Color or highlights
- Major style change
- Chemical treatment (perm, relaxer, keratin, etc.)
- Special occasion styling
- Routine maintenance
In your own words, what would you like your hair to look and feel like after this appointment?
Which of these describe concerns with your hair right now? (Select all that apply)
- Damage or breakage
- Frizz
- Dryness
- Thinning or shedding
- Gray coverage
- Scalp irritation
- Color fading or brassiness
- None right now
Overall, how satisfied are you with the current state of your hair?
How important is each of these to you for this visit?
- Low daily maintenance
- Matching a reference photo closely
- Long-lasting result before next visit
- Staying within a set budget
- Trying something new vs. playing it safe
In the last 12 months, how often have you changed your hair color?
- Never
- Once
- 2-3 times
- 4 or more times
- I've never colored my hair
If you have a reference photo of the look you want (or a photo of your current hair), upload it here. Optional but very helpful for your stylist.
Build a concrete stylist brief from the client's stated goal and any reference photo. Ask what specifically they like about the reference (color depth, cut shape, texture, length) versus their own hair, and what has gone wrong in past services when a stylist tried to achieve something similar. If their goal description is vague or purely emotional ('I just want a change'), probe concrete anchors: recent length, last color they loved, and one thing they never want to happen again. Also surface any deal-breakers (e.g., won't go shorter than X, no bleach) before they walk into the chair.
What's your budget range for this service?
- Under $50
- $50-$100
- $100-$200
- $200-$350
- $350+
- Not sure yet
Based on your consultation so far, how likely are you to book this service with us?
How would you describe your hair type/texture? (Helps us prep the right products)
- Straight
- Wavy
- Curly
- Coily
- Chemically treated/relaxed
- Prefer not to say
Which age range do you fall into?
- Under 18
- 18-24
- 25-34
- 35-44
- 45-54
- 55-64
- 65+
- Prefer not to say
Thank you! Your stylist will review this before your appointment so you spend less time explaining and more time getting the result you want.
What’s included
AI follow-ups
Adaptive probes on open-ended answers that pull out detail a static form would miss.
Attention checks
Built-in safeguards against rushed answers and low-quality respondents.
AI-drafted copy
Wording, ordering, and branching written by the AI — tuned to your research goal.
Auto report
Themes, quotes, and a plain-English summary write themselves once responses come in.
How it compares
We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.
Why this template
- Includes a long-text goal description plus a photo response so clients can upload reference images before the appointment
- Pairs that input with an AI follow-up interview that turns a vague reference photo or phrase into a concrete, executable stylist brief
- Uses a slider matrix and multiple-choice concern/budget questions to quantify priorities and constraints up front, not just capture free text
- Ends with a satisfaction rating and booking-likelihood opinion scale so the salon gets a signal on conversion before the client even sits in the chair
Jotform
Monat Hair Consultation Quiz Form TemplateA static, brand-oriented quiz form built around Monat's product line rather than a general salon service intake. It's fielding-ready as a simple form but is oriented toward product recommendation, not building a stylist's execution brief. No mechanism to clarify an ambiguous client goal beyond fixed answer choices.
What it does well
- Ready-to-use, no-code form builder with drag-and-drop customization
- Branded quiz format may feel engaging for product-focused consultations
- Part of a mature, widely-used form platform with integrations
Where it falls short
- Fixed quiz questions only — no adaptive follow-up to clarify a vague style goal or photo
- No AI interview or voice option to turn a reference photo into a concrete brief
- No published methodology or per-response quality scoring
SurveySparrow
Hair Extension Consultation Form Template: Enhance Client ExperienceA conversational-style static form template scoped specifically to hair extensions rather than general cut/color/style consultations. It's a usable starting template but relies entirely on predefined questions with no dynamic probing of client answers. Good for a narrow extensions use case, less so for broader salon intake.
What it does well
- Conversational one-at-a-time question flow can feel friendlier than a long static form
- Purpose-built for the extensions niche with relevant field choices
- Part of a broader survey platform with reporting/dashboard features
Where it falls short
- No adaptive AI interview to probe vague answers or interpret reference photos
- Scope limited to extensions, not a general cut/color/style consultation brief
- No transparent prompt methodology or automated per-response quality scoring
Typeform
Free Hair Consultation Form TemplateA general-purpose, free static hair consultation form using Typeform's familiar one-question-at-a-time interface. It's fielding-ready out of the box but is limited to fixed question paths with no follow-up logic beyond simple branching. No photo-to-brief translation or AI-driven clarification of client intent.
What it does well
- Clean, well-known conversational form UX with high completion rates
- Free to use and easy to customize for salons of any size
- Simple logic/branching available for basic personalization
Where it falls short
- No adaptive AI follow-up interview to turn vague goals or photos into an actionable stylist brief
- No voice AI interview or screen-share guided task option
- No automated quality scoring or auto-generated consultation report
Frequently asked questions
What questions are in the “Hair Consultation Intake & Goals Survey” template?
The template includes 14 ready-to-use questions, starting with: “Welcome! Before your appointment at (Replace with salon/stylist name), we'd love to understand your hair goals so your s…” · “What's the main reason for your visit?” · “In your own words, what would you like your hair to look and feel like after this appointment?”. The full set is previewed above, and every question is editable.
How long does this survey take to complete?
Respondents typically finish the 14 questions in about 7 minutes.
Can I customize this template?
Yes — every question, answer option, and the ordering is editable before you launch. You can add or remove questions, or ask the AI editor to rework the survey around your research goal.
Is this template free to use?
Yes. Open it in the editor and start customizing right away — no account required to try it, and the free plan covers launching your survey.
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.
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