Client intake form template
Goals, background, scope, timeline, budget range and how they heard about you, for consultants, agencies and coaches.
7 questions · about 5 minutes to complete · free on every plan
Free account required. The template is copied into your workspace; edit anything before publishing.
- When to use it
- After the first enquiry, before the discovery call.
- Who it is for
- Prospective clients.
How to use this template
- Use a dropdown for the request type so routing is clean.
- Ask for the preferred contact method.
- Send submissions to your inbox or helpdesk with a webhook.
Questions in the client intake form template
1. Your details
contact info
2. What do you want to achieve?
open text
3. What have you tried so far?
open text
4. When do you need this done?
single choice · As soon as possible, Within a month, Within three months, No fixed deadline
5. Budget range
single choice · Under $1,000, $1,000–$4,999, $5,000–$14,999, $15,000–$49,999, $50,000 or more, Not sure yet
6. Who else is involved in the decision?
single choice · Just me, A partner or co-founder, A team, Procurement
7. How did you hear about us?
single choice · Referral, Search, Social media, Event, Past client, Other
What the results look like
IllustrativeSynthetic sample of 120 responses generated for this preview, not real survey data. Your results page shows the same charts for your own responses.
1.When do you need this done?
120 answered| Answer | Count | Percent |
|---|---|---|
| As soon as possible | 22 | 18% |
| Within a month | 12 | 10% |
| Within three months | 34 | 28% |
| No fixed deadline | 52 | 43% |
2.Budget range
120 answered| Answer | Count | Percent |
|---|---|---|
| Under $1,000 | 21 | 18% |
| $1,000–$4,999 | 12 | 10% |
| $5,000–$14,999 | 32 | 27% |
| $15,000–$49,999 | 20 | 17% |
| $50,000 or more | 20 | 17% |
| Not sure yet | 15 | 13% |
3.Who else is involved in the decision?
120 answered| Answer | Count | Percent |
|---|---|---|
| Just me | 37 | 31% |
| A partner or co-founder | 10 | 8% |
| A team | 53 | 44% |
| Procurement | 20 | 17% |
4.How did you hear about us?
120 answered| Answer | Count | Percent |
|---|---|---|
| Referral | 24 | 20% |
| Search | 6 | 5% |
| Social media | 15 | 13% |
| Event | 9 | 8% |
| Past client | 23 | 19% |
| Other | 43 | 36% |
How to read these questions
- single choice: Read the share choosing each option, then cross-tab by a segment question to see who differs.
Frequently asked questions
Can form submissions be sent to my email or another tool?
Yes. Webhooks and the API deliver each submission in real time; email notifications are available through your automation tool.
How long does the client intake form take to complete?
About 5 minutes: 7 questions, most of them single-tap. Every question can be edited, removed or reordered in the builder before you publish.
Is this template free to use?
Yes. Every template is included on the Free plan. Sign up, click Use this template, and it is copied into your workspace where you can edit it, add your logo and share it by link, email or embed.
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