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Client intake form template
Get to know your next client before the first call. A free client intake form template for agencies, freelancers and consultants collecting business details, project goals and deadlines.
No account needed to edit. Create a free account to publish.
Inside the template · 7 questions
What’s in this client intake template?
Start with contact details, then give your client room to explain their business and what they want to achieve. An optional date question helps you plan around their deadline.
The last question leaves space for anything you have not asked. Keep the questions that help you prepare, and make the wording sound like you.
Edit the wording, add or remove questions, and change the look in the editor.
Use this template-
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What is your name?
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What is your email address?
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Tell us the name of your business.
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What does your business do?
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What would you like to achieve together?
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Is there a date you are working toward?
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What else would help us get to know you?
Before the first conversation
Less catching up.
More getting somewhere.
A client intake form puts the basics in one place. Read the answers before you meet, and use the call to ask better follow-up questions.
Use this template for a new consulting engagement, a design project or an agency kickoff. You can share the same form with each new client and review their completed responses in trulyform.
Make the questions fit the work.
- For consultants: add “What problem should this project solve?” and “How will you know the work was successful?”
- For design studios: ask about the audience, the project goals and any existing brand or website.
- For agencies: ask who will be involved and which deadline matters most.
These are ideas to add or adapt in the editor. The starter questions are shown above.
From template to first introduction.
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01
Make it yours
Open the template in the editor. Adjust the questions, welcome message and colors, then preview the form before sharing it.
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Publish when you are ready
Choose Publish when the form is ready. Create a free account and verify your email, then continue with your edited draft in the same browser.
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Send it before the call
Share your published link with a client. When their response arrives, read their goals and deadline before you meet.
A few things you might want to know.
What is a client intake form?
It is a short questionnaire that collects the information you need to prepare for a new client relationship. For agencies and consultants, that usually means contact details, business context, project goals and timing.
Is this client intake form template free?
Yes. You can try and edit the template without an account. Create a free trulyform account to publish it and collect responses within the Free plan allowance.
What questions should a client intake form include?
Start with a name and email, then ask about the business, the goal and any deadline. Add questions about scope, budget or decision makers when those answers will help you prepare.
Can I use it for web design client intake?
Yes. Adapt the business and goals questions for a website project. You might add the current website, the intended audience and what visitors should be able to do.
When should I send an intake form?
Send it before a discovery call or kickoff, with enough time for the client to complete it and for you to read the answers. Explain how their responses will help you prepare.
Planning how many responses you will collect? See Free plan limits.