Client intake form template
Collect a new client’s details, goals and budget before the first call, so you arrive prepared and they don’t repeat themselves.
Use this templateFree · 7 questions · about 3 minutes
Try itAnswers here aren’t saved
What’s in this template
- Tell us about your project — Seven questions so we can prepare for our first call. About three minutes.Welcome
- 1What’s your full name?Short text
- 2What’s your email?Email
- 3Which company are you with? (optional)Short text
- 4What do you need help with?Long text
- 5What’s your budget range?Single choice
- 6How did you hear about us? (optional)Dropdown
- 7Anything else we should know? (optional)Long text
- Thanks. We’ll read this and get back to you within two working days.Ending
Who it’s for
- Agencies and studiosGet the brief, the budget and the deadline before the kickoff call.
- FreelancersQualify new clients without a back-and-forth email thread.
- Coaches and consultantsUnderstand someone’s goals before you meet, so the first session counts.
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
Can I add or remove questions?
Yes. Use the template and it becomes a draft you can change completely: reword questions, change answer types, or delete what you don’t need.
Can I ask for files like a brief or a logo?
File uploads aren’t available yet. Add a link question and ask people to share a Google Drive or Dropbox link.
Where do the answers go?
Every submission lands in your form’s Responses tab, and you can download them as a CSV.
Is it free?
Yes. The template, the form and its responses are all on the Free plan.
More for sales & leads
- Form · Sales & leads · 8 questionsLead capture formQualify leads as they come in: role, company size, need and timeline, so your sales team calls the best-fit people first.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
- Form · Sales & leads · 8 questionsClient consultation formWalk into every consultation prepared, with each client’s goals and situation in their own words and how and when they’d like to meet.Make it yours
Make the client intake form yours.
Free · 7 questions · about 3 minutes. Sign in with your email and the draft is waiting.