Client intake forms that gather the brief before the kickoff call

Choose based on how much you need before work starts. The Client intake form covers contact details and the basics, while a detailed template like the Branding questionnaire or the Marketing brief form gathers the creative direction you would otherwise chase over email. Because each vague answer gets a short follow-up, you tend to arrive at the first call with fewer open questions.

43 templates

  • Customer information form

    Form · Business12 questions~4 min

    A tidy record for every new customer, whether they buy for themselves or for a business.

    customer informationcustomer details formnew customer form

  • Booking request form

    Form · Business9 questions~3 min

    Gather everything you need to check availability before you confirm a booking.

    booking requestvenue bookingreservation request

  • Appointment request form

    Form · Business11 questions~3 min

    Collect the service, the times that work and the context, in a friendly back-and-forth.

    appointment requestappointment formavailability

  • Tattoo consultation form

    Form · Business15 questions~4 min

    Arrive at every tattoo consultation already knowing the idea, the spot and the references.

    tattoo consultationtattoo booking formtattoo inquiry

  • Appointment booking form

    Form · Business13 questions~3 min

    Take a booking with the right slot length for the reason.

    appointment bookingbooking formclinic appointments

  • Client information form

    Form · Business16 questions~5 min

    One record of who your client is, who to bill and who else to keep in the loop.

    client information formclient intakenew client form

  • Client consultation form

    Form · Contact13 questions~4 min

    Learn the problem and the goal before the first call, not during it.

    client consultation formconsultation requestclient intake

  • Customer profile form

    Form · Contact12 questions~4 min

    Learn who a customer is, what they want from you and how they like to be contacted.

    customer profile formcustomer information formcustomer onboarding

  • Client onboarding form

    Form · Customer success15 questions~5 min

    Everything you need from a new client before kickoff, asked in the order a good project lead would.

    client onboardingclient intakeagency onboarding

  • Product onboarding form

    Form · Customer success14 questions~4 min

    Find out what a new customer needs to get started, before they get lost.

    product onboardingcustomer onboardingwelcome survey

  • Data capture form

    Form · Lead generation13 questions~4 min

    One tidy contact record per person, whether they are new or updating details you hold.

    data capturecontact details formupdate your details

  • Prospective client form

    Form · Lead generation14 questions~4 min

    Understand a potential client's need, history and timing before you talk.

    prospective clientclient inquirydiscovery call

  • Website design quote form

    Form · Lead generation17 questions~5 min

    Gather the pages, features and content a web design quote depends on.

    website design quoteweb design inquirywebsite project brief

  • KYC form

    Form · Lead generation20 questions~5 min

    Gather identity, address and ownership details for an initial customer review.

    KYC formknow your customercustomer due diligence

  • Client intake form

    Form · Marketing17 questions~4 min

    Everything you need before the first client session, asked in the right order.

    client intakenew client questionnaireagency onboarding

  • Client profile form

    Form · Marketing17 questions~5 min

    A reference record of a client's business, customers, market and priorities.

    client profileclient informationagency client record

  • Design consultation form

    Form · Marketing16 questions~5 min

    Everything a designer needs to walk into the first meeting with ideas.

    design consultationdesign questionnairedesigner client questionnaire

  • Ecommerce registration form

    Form · Marketing14 questions~3 min

    One sign-up for customers, trade buyers and sellers, each asked what fits.

    ecommerce registrationwholesale account applicationvendor registration

  • Event planner consultation form

    Form · Marketing14 questions~4 min

    The occasion, numbers, venue and priorities, gathered before the first meeting.

    event planner questionnaireevent planning consultationevent inquiry form

  • Marketing brief form

    Form · Marketing16 questions~5 min

    A campaign brief that covers the goal, audience, message, channels and deadline.

    marketing briefcampaign briefcreative brief

  • User registration form

    Form · Marketing12 questions~4 min

    Collect what you need to register and approve a new user.

    user registration formaccount registrationsign up form

  • Gym membership form

    Form · Membership14 questions~4 min

    Everything the front desk needs before a new member's first session.

    gym membership formgym sign upfitness membership application

  • Membership application form

    Form · Membership14 questions~3 min

    Take applications with the tier, the evidence and the terms in one pass.

    membership application formclub membership formsociety membership

  • Service order form

    Form · Order13 questions~4 min

    Collect the job, the site and the timing so your team can plan the visit.

    service orderwork orderjob request

  • Photography order form

    Form · Order16 questions~4 min

    Book a new photo session or order prints and files from a past shoot.

    photography orderphoto session bookingprint order

  • Marketing quote form

    Form · Quote14 questions~4 min

    Scope a campaign or a retainer well enough to send a real estimate.

    marketing quoteagency estimatecampaign pricing

  • Freelance quote form

    Form · Quote13 questions~4 min

    Everything a freelancer needs to price a project before the first call.

    freelance quoteproject estimatefreelancer

  • Graphic design quote form

    Form · Quote14 questions~4 min

    Scope a design job, from one flyer to a full identity, before quoting.

    graphic design quotedesign estimatedesign brief

  • Translation quote form

    Form · Quote12 questions~4 min

    Collect everything a translator needs to price a document.

    translation quotetranslator estimatecertified translation

  • Quote request form

    Form · Quote15 questions~4 min

    Scope a job well enough to price it without a call.

    quote requestrequest a quotepricing

  • Yoga registration form

    Form · Registration12 questions~4 min

    Sign students up for the right class, with what the teacher needs to know.

    yoga registrationyoga class signupstudio registration

  • Product registration form

    Form · Registration13 questions~4 min

    Record who owns what, and catch a faulty product on day one.

    product registrationwarranty registrationserial number

  • Course enrollment form

    Form · Registration15 questions~4 min

    Enroll students, place them at the right level, and sort out who's paying.

    course enrollmentstudent registrationclass enrollment

  • Volunteer sign up form

    Form · Registration15 questions~4 min

    Match volunteers to shifts they can actually make.

    volunteer sign upvolunteer registrationnonprofit

  • Logo design request form

    Form · Request14 questions~4 min

    Collect a logo brief that a designer can start from on day one.

    logo design brieflogo requestdesign brief

  • Online signup form

    Form · Signup10 questions~3 min

    A short signup that tells you who joined, why, and whether they came alone or with a team.

    online signup formcommunity signupprogram registration

  • Website questionnaire

    Survey · Customer satisfaction10 questions~3 min

    Find out what visitors came for, and where the site let them down.

    website questionnairewebsite feedbackuser experience

  • Event questionnaire

    Survey · Event16 questions~5 min

    Collect the purpose, audience and practical needs of an event before anything is booked.

    event questionnaireevent planning questionnaireevent brief

  • Branding questionnaire

    Survey · Feedback17 questions~5 min

    Everything a designer needs to know about a business before brand work starts.

    branding questionnairebrand discoverydesign brief

  • Email design questionnaire

    Survey · Feedback15 questions~5 min

    Collect the audience, message, action and practical limits before designing an email.

    email design questionnaireemail design briefnewsletter design

  • SaaS onboarding survey

    Survey · Feedback13 questions~4 min

    Find out whether new users reached their first goal, and where setup stopped them.

    saas onboarding surveyuser onboardingactivation

  • Client questionnaire

    Survey · Marketing14 questions~4 min

    Understand a client's goals and context before you recommend anything.

    client questionnairenew client questionnairediscovery questionnaire

  • English placement test

    Quiz · Popular17 questions~5 min

    Twelve graded questions, a short writing task and a suggested starting level.

    english placement testenglish level testesl placement test

Frequently asked questions

What should a client intake form include?

Contact details, what they want done, their deadline and budget range, and any files or examples they already have. Industry-specific details can go behind a branch so only the relevant clients see them.

Should I send the intake form before or after the contract is signed?

A short form before the call helps you judge fit and price the work. The longer questionnaire works best after they have signed, when the client is ready to put time in.

Can I send the same onboarding form to every client?

Yes. Share one link, and use branching so a client who picks a website project sees different questions from one who picks a logo.

Ask like a person. Watch them finish.

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