Services
Client intake form template
Replaces the intake PDF nobody fills in. What someone is here for decides what they are asked next — a one-off project gets scope and budget, an ongoing engagement gets scale and decision-makers, a second opinion gets asked what was said the first time. Signed, and done before the first meeting rather than during it.
The conversation
What a respondent is asked, in order.
Welcome! A few questions so we're ready for our first session.
Your details
Which organisation, if any?
Your address
What are you here for?
What's the one thing you most want to get out of it?
What needs to be delivered?
Is there a date it has to be done by?
What budget are you working with?
How often would we work together?
Who else would be involved, and who signs things off?
What were you told, and by whom?
What about it didn't sit right?
Tell us the background in your own words
What would a good outcome look like?
How soon do you need to start?
How did you find us?
Anything we should read first?
Terms of engagement
Ends with
Thanks — we're ready 🤝
The flow
Where each answer leads. Every route here is editable once the form is yours.
Contact info
Short text
Address
Single select
Short text
Long text
Date
Single select
Single select
Short text
Long text
Short text
Long text
Long text
Single select
Single select
File upload
Consent
Free, with unlimited responses. Start from this and change anything — questions, wording, routes, endings — or describe your own form and let chatform draft it.
Use this template