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Client intake form template
Collect a new client's details, background and goals before the first session. Projects, retainers and second opinions each get their own follow-up questions.
Use this template
Free to customize. No code needed.
New client intake
0% complete
First, your details
What's inside
Every question, and where it leads
- Contact info
- Short text
- Single select
- Long text
- Date
- Dropdown
- File upload
- Consent
The conversation
What a respondent is asked, in order.
Welcome! A few questions now means we can spend our first session on the real work.
1
First, your details
Contact inforequired
2
Which organisation are you with, if any?
Short textoptional
3
What are you here for?
Single selectrequiredsplits the flow
4
What's the one thing you most want to walk away with?
Short textrequiredif service is An initial consultation
5
What needs to be delivered?
Long textrequiredif service is A one-off project
6
Is there a date it has to be done by?
Dateoptionalif service is A one-off project
7
What budget are you working with?
Single selectrequiredif service is A one-off project
8
How often would we work together?
Single selectrequiredif service is An ongoing engagement
9
Who else would be involved, and who signs things off?
Short textoptionalif service is An ongoing engagement
10
What were you told, and by whom?
Long textrequiredif service is A second opinion
11
What about it didn't sit right?
Short textoptionalif service is A second opinion
12
Tell us the background in your own words
Long textrequired
13
What would a good outcome look like six months from now?
Long textrequired
14
How soon do you need to start?
Single selectrequired
15
How did you find us?
Dropdownoptional
16
Anything we should read before we meet?
File uploadoptional
17
Terms of engagement
Consentrequired
Ends with
Thanks, we're ready 🤝
The flow
Where each answer leads. Every route here is editable once the form is yours.
Welcome! A few questions now means we can spend our first session on the real work.
2First, your details*
Contact info
3Which organisation are you with, if any?
Short text
4What are you here for?*
Single select
What are you here for?
An initial consultation
A one-off project
An ongoing engagement
A second opinion
5What's the one thing you most want to walk away with?*
Short text
6What needs to be delivered?*
Long text
7Is there a date it has to be done by?
Date
8What budget are you working with?*
Single select
9How often would we work together?*
Single select
10Who else would be involved, and who signs things off?
Short text
11What were you told, and by whom?*
Long text
12What about it didn't sit right?
Short text
13Tell us the background in your own words*
Long text
14What would a good outcome look like six months from now?*
Long text
15How soon do you need to start?*
Single select
16How did you find us?
Dropdown
17Anything we should read before we meet?
File upload
18Terms of engagement*
Consent
Thanks, we're ready 🤝
A labelled route is taken only by answers matching the label
A little guidance
Make the most of your next ask.
Questions to consider for your client intake form
- Which kinds of work do you actually take on, and do the four options match them?
- Do you need a budget range up front, or does it put off the clients you want?
- Which documents do you always end up asking for in the first week?
- Do your terms of engagement need to be linked from the consent question?
How to use the responses
Read the background and goals answers before the first call and open the meeting by playing them back, so the client hears that you listened. Sort new intakes by urgency and budget to decide who gets a slot this week. For second opinions, read the prior advice closely: the doubt they describe is usually the real brief.
How to customize and share this template
- 1Rename the four service options to the ways you really sell your work, and keep each follow-up arm to two or three questions.
- 2Change the budget bands to your own currency and price points, or remove the question if you quote only after a call.
- 3Link your terms in the consent question, then send the form as soon as a client books, not on the morning of the meeting.
Frequently asked questions
What should a client intake form include?
Contact details, what the client wants help with, the background, what a good outcome looks like, timing and budget. Anything you need signed, such as your terms, belongs at the end.
How long should a client intake form be?
Short enough to finish in five minutes. This one branches on the service chosen, so each client answers only the questions that fit their situation.
When should I send an intake form to a new client?
Right after they book or agree to a first meeting. You want the answers a day or two ahead so you can prepare.
Can clients upload documents with their intake?
Yes. The file question accepts PDFs and images, and you can change the file types and limits when you edit it.
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