Intake method

Reactive intake

Clients answer factual questions well and aesthetic ones badly. This is how to handle the second kind — and a way to audit the questions you ask today.

The problem

Ask them to describe

“How should it feel?” comes back as clean, modern, professional. Every client, every time. Nothing to design from, and nothing to point at when someone changes their mind later.

Ask them to react

Two options on screen, one pick. Six seconds, no vocabulary required, and the answer is a decision you can hold them to.

People cannot author taste. They recognise it instantly. Everything below follows from that one fact.

The formula

Show → Choose → Reflect → Lock

Show two options. Make them pick one. Say back what their picks mean in plain language. Have them confirm it.

  1. Show

    Never a word list. Render the thing itself — two layouts, two type treatments, two colour ways. Stimulus, not vocabulary.

  2. Choose

    Two options, one pick. No “both”, no slider. The constraint is what produces the signal. Where you need priorities, force a fixed count: pick exactly three.

  3. Reflect

    Do not echo their clicks. Translate them into a sentence about their business — “Homeowners who care most about trust → get a quote.” This is where a wrong answer gets caught, and where they see you were listening.

  4. Lock

    An explicit button: Approve, Confirm, Sign off. Never auto-saved. The press is the artefact — a dated record of what was agreed before anyone designed anything.

Every locked choice resolves to a named value.

Not “considered and precise” but tone: considered, density: tight. Each one maps to something real in the build — a token, a component variant, a content field. If a choice cannot be mapped, it was not worth asking. This is what turns intake into a spec your developers can act on instead of a summary someone has to interpret.

Auditing what you ask now

Run every question in your current intake through this. Most pass unchanged. The ones that fail are the ones producing your worst answers.

A question in your intake
Can only the client know the answer?
NoCut it. You decide, then show them.
yes
Fact or judgement?
FactAsk it plainly. Normal form field.
judgement
Show two options. Force one pick.
Say back what it means, in one sentence
Do they agree?
NoBack to the two options.
yes
Locked. Dated, named, recorded.
KindExampleHandling
FactWho buys from them. What they want that buyer to do. What is broken now.Ask directly. They are the only source and they answer well.
JudgementTone. Density. Pace. Restraint against expression.Convert to a forced choice on rendered options.
YoursPage structure. Components. Grid. What sits above the fold.Do not ask. Asking hands them your job and costs you authority.

Where scale comes from

Not from asking more. The formula is fixed; three things move underneath it.

AxisSmall engagementLarge engagement
RespondentsOne person, one sittingSix stakeholders, answered separately, never in a room together
StimulusGeneric samplesMade from their own material — their products, their sector, their existing system
Weight of the lockA note in the fileA signed gate. Reopening it is a change order.

The counterintuitive part: as the engagement grows, the instrument gets shorter. Depth comes from more people answering the same few questions, not from one person answering more of them.

Length signals uncertainty. A short, sharp instrument reads as expertise; a long one reads as an agency that has not decided anything yet.

At the top of the market

Two assumptions break, and the method survives both.

“The client” stops being a person. It becomes a committee, and one answer is no longer a brief. Six people answering separately is something better: a map of where the project will break. If the founder picks restraint and the marketing lead picks expression, you have found that in week one instead of week eight, and you have it in writing. Disagreement is the deliverable.

Taste stops being the main risk. A large company already has a brand system, so direction is partly pre-decided. The question changes from what do you like to which reading of your existing system is right, and do your own people agree on it. Same mechanic, different material: the options you show are now competing interpretations of something they already own.

What the instrument really produces at that level is not direction. It is a documented, multi-party record of consent, dated before design began — which is the only thing that settles an argument in month three.

Smallest test

Build your own version

The method is deliberately generic, so the last step has to be yours. Copy the prompt below into any capable model. It interviews you about your existing process, then returns an instrument shaped to it — same logic, your questions, your handoff.

Prompt
You are helping me redesign my agency's client onboarding. The goal is to capture design direction reliably and hand it to my developers as a spec rather than a summary.

Follow this method:
- Facts (things only the client can know) are asked plainly.
- Judgements (tone, density, pace, anything aesthetic) are never described in words. Show two rendered options, force one pick.
- After the picks, say back what they mean in one plain sentence about the client's business.
- The client presses an explicit button to lock it. Nothing auto-saves.
- Every locked choice resolves to a named value that maps to something in the build.
- Anything I could decide myself is not asked at all.

Interview me one question at a time. Do not produce any output until you have asked all of them and I have answered. Push back when an answer is vague.

Ask me about:
1. Every question in my current intake, and the format it is asked in.
2. Which of those answers I cannot design from, and what they usually come back as.
3. Who fills it in today, and who holds veto power but never fills it in.
4. What my design system or brand rules already fix, so the instrument does not ask about settled things.
5. What my developers chase me for in week one that the client could have answered.
6. Where this sits in my process, and what happens the moment it is submitted.
7. What a locked choice is worth to me: a note in the file, or a gate that costs money to reopen.

Then produce:
- A revised question list in three groups: ask plainly, convert to forced choice, stop asking.
- For each forced choice: the two options, what I would render to represent each, and the sentence said back to the client.
- The structured record it outputs. Field names, value types, allowed values.
- How each field maps to my build — token, component variant, or content field.
- What I should delete from my current process, and what it costs me to delete it.

Ask your first question now.