Client forms for freelancers and small agencies

Freelance work runs on three forms: one to price the job, one to gather the brief, and one to ask how it went. The Freelance quote form or the Graphic design quote form handles the first, the Logo design request form or Branding questionnaire covers the brief, and the Client satisfaction survey closes the project. Because the chat asks a follow-up on vague answers, "something modern" turns into examples you can design from.

43 templates

  • 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

  • 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

  • Designer contact form

    Form · Contact10 questions~3 min

    Get a usable design brief out of every enquiry, not a two-line email.

    designer contact formgraphic design enquiryfreelance designer

  • Photography contact form

    Form · Contact12 questions~4 min

    Check your calendar and send a quote from the first message.

    photography contact formphotographer enquiryphoto shoot booking

  • Client contact form

    Form · Contact12 questions~3 min

    Give clients one place to send requests, with the project and context already attached.

    client contact formclient request formagency client portal

  • 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

  • Workshop registration form

    Form · Event registration11 questions~3 min

    Sign people up and check they're ready for the day.

    workshop registrationtraining registrationclass signup

  • Website design feedback form

    Form · Feedback12 questions~4 min

    Structured comments on a page design, ranked by what should change first.

    website feedbackdesign reviewweb design

  • Coaching feedback form

    Form · Feedback14 questions~4 min

    Check in with coaching clients on progress, and shape the next session around it.

    coaching feedbackcoaching evaluationclient check-in

  • Client feedback form

    Form · Feedback10 questions~3 min

    Hear how the project really went, and route happy and unhappy clients differently.

    client feedbackproject reviewagency

  • Project submission form

    Form · File upload13 questions~4 min

    Take proposals and finished projects in one consistent format for review.

    project submissionproposal formassignment submission

  • Model application form

    Form · Job application14 questions~4 min

    Collect photos, experience and availability from aspiring and working models.

    model applicationcasting callmodelling agency

  • 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

  • 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

  • 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

  • Testimonial form

    Form · Marketing14 questions~4 min

    Collect quotes you're actually allowed to publish.

    testimonial formcustomer testimonial requestreview collection

  • 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

  • Ghibli style form

    Form · Other13 questions~4 min

    Take illustration requests for soft, hand-painted anime-style portraits and scenes.

    ghibli style artanime portrait commissionillustration request

  • 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

  • Online activity log

    Form · Report12 questions~4 min

    Record one piece of work at a time, with the time it took and where it stands.

    activity logwork logtime tracking

  • 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

  • Service evaluation survey

    Survey · Customer success10 questions~3 min

    Evaluate a service against the job it was hired to do.

    service evaluationservice qualityclient survey

  • 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

  • Client satisfaction survey

    Survey · Feedback12 questions~4 min

    Check in with ongoing clients on results, communication and whether they plan to stay.

    client satisfaction surveyclient check-inaccount review

  • Client questionnaire

    Survey · Marketing14 questions~4 min

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

    client questionnairenew client questionnairediscovery questionnaire

  • Lead generation quiz

    Quiz · Marketing9 questions~3 min

    Nine quick questions that end in a tailored growth recommendation.

    lead generation quizlead magnet quizmarketing assessment

  • Branding quiz

    Quiz · Marketing10 questions~3 min

    Eight scored questions on what a brand is and how it stays consistent.

    branding quizbrand identity quizmarketing workshop

  • Acrylic nail quiz

    Quiz · Product recommendation10 questions~3 min

    Suggest a length and shape that suits how a client lives, and flag sensitivities before the appointment.

    acrylic nail quiznail shape quiznail salon

  • Bridal accessories quiz

    Quiz · Product recommendation10 questions~3 min

    Match accessories to the dress, hair and wedding style, then suggest a coordinated look.

    bridal accessories quizwedding veil quizbridal jewellery

  • Bridesmaid dress quiz

    Quiz · Product recommendation11 questions~4 min

    Suggest matching, same-colour or mix-and-match dresses for the whole bridal party.

    bridesmaid dress quizbridal partybridesmaid colours

Frequently asked questions

What should a freelance quote form ask?

What the client needs, the deadline, the budget range and any examples they like. That is usually enough to send a price or decide the job is not a fit.

Can I put my intake form on my portfolio site?

Yes. Embed it on your site or share the link in your email signature and social profiles.

How do I ask clients for a testimonial?

Send the Testimonial form or the Client feedback form at the end of the project, while the result is fresh. Ask about the problem they had before working with you, since that is what future clients relate to.

Ask like a person. Watch them finish.

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