Client Intake Form Template

Onboard new clients with one structured intake form that replaces the messy first-week email thread of scattered questions.

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When to use this template

A prospect just signed your proposal and you need their brand assets, access credentials list, and goals before the kickoff call.
You run a small agency and want every account manager collecting the same baseline information from new accounts.
You are a consultant who bills discovery separately and wants the client's own written description of the problem before you diagnose it.
You keep losing the first week of every engagement to back-and-forth emails asking for things you could have collected once.

How to use this template

1
Click “Use this template” Get your own copy of this form in the editor instantly.
2
Edit the labels or fields if needed. Remove what you don’t need, make things optional, or keep our expert structure.
3
Publish and share the link Send it to your team or clients to start collecting structured responses.

Common mistakes when using this form

Sending the intake before the contract is signed. Prospects experience a long questionnaire as work, and unpaid work is friction — qualify with a short contact form first, intake after commitment.
Skipping the decision-maker question because it feels awkward. When the CEO's spouse appears in round three of revisions, the awkwardness is retroactive and expensive.
Asking only open-text questions. A ten-textarea intake gets abandoned or answered in fragments; alternate structured selects with one or two open questions so completion stays above the client's patience threshold.

Frequently Asked Questions

What should a client intake form include?

Five things: contact details, which service they are buying, their definition of a successful outcome, who has final approval, and timeline plus budget range. Everything else — brand files, logins, access — belongs in a second, post-kickoff request so the first form stays completable in under five minutes.

When should I send the intake form to a new client?

Immediately after the contract is signed and before you schedule kickoff. That window is when client motivation peaks — they just committed money and want momentum. Send it a week later and you will chase it; send it pre-signature and it reads as homework they never agreed to.

Should I ask for budget on an intake form?

Yes, as a range select rather than an open number. Ranges feel safe to answer, and by intake stage the client has already agreed to your price — the question now protects future upsells and phase-two conversations, not the current deal.

How is an intake form different from a discovery call?

The form collects facts; the call explores tensions. Collecting facts verbally wastes expensive call time on spelling out URLs and email addresses. Do the form first, then spend the call probing the answers that surprised you — that division makes both tools sharper.

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Client Intake Form Template