Client consultation form template
Walk into every consultation prepared, with each client’s goals and situation in their own words and how and when they’d like to meet.
Use this templateFree · 8 questions · about 3 minutes
Try itAnswers here aren’t saved
What’s in this template
- Book a consultation — Eight questions. About three minutes.Welcome
- 1Full nameShort text
- 2EmailEmail
- 3Phone (optional)Phone
- 4What would you like to achieve?Long text
- 5Where are things right now? (optional)Long text
- 6How would you like to meet? (optional)Single choice
- 7Which days suit you? (optional)Multiple choice
- 8What times of day work best? (optional)Multiple choice
- Thanks. We’ll email you within one working day to confirm a time for your consultation.Ending
Who it’s for
- Business consultantsArrive at the first meeting knowing the client’s goals and what they’ve already tried.
- Life and career coachesHear what someone wants to change before the discovery call.
- Beauty and wellness prosPlan each consultation around what the client wants, and when and how they’d like to meet.
Make it yours
- Use the templateIt becomes a draft in your workspace, named after the template, with its welcome screen and background. Nothing is published yet.
- Edit any questionReword it, change the answer type, add or remove screens, pick another background. The preview updates as you type.
- Publish and share the linkOne link, one question per screen, on any device. Answers land in your Responses tab.
Questions people ask
How is this different from the client intake form?
The intake form gathers a project’s brief and budget. This one prepares a conversation: the person’s goals, where things stand, and how and when they’d like to meet.
Does it book the meeting in my calendar?
No. There’s no calendar sync: people tell you which days and times suit them, and you confirm a slot by email.
Can I change the questions?
Yes. Using the template makes a draft you can change completely: reword questions, change answer types, add or delete questions, or pick another background.
More for sales & leads
- Form · Sales & leads · 7 questionsClient intake formCollect a new client’s details, goals and budget before the first call, so you arrive prepared and they don’t repeat themselves.Make it yours
- Form · Sales & leads · 10 questionsClient onboarding formStart client projects with everything on day one: contacts, billing details, account access and brand files, gathered in one link.Make it yours
- Form · Sales & leads · 8 questionsQuote request formPrice jobs on the first reply, not the third: get the scope, budget, deadline and example links before you write a quote.Make it yours
Make the client consultation form yours.
Free · 8 questions · about 3 minutes. Sign in with your email and the draft is waiting.