Client intake form template
This five-step client intake form asks what the client needs, whether they are an individual or a business, their budget and any details, then the contact details. You can clone this template into your Growform account and edit any step.
What the form asks, step by step
The intake form is written for any service business, so the questions are general and the wording is easy to change. Three answers are single taps and the fourth is a short written note.
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Step 1: “What can we help you with?”
A new project, ongoing work and a single consultation each need a different response.
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Step 2: “Are you contacting us as an individual or a business?”
Individuals and organizations usually need different paperwork, pricing and points of contact.
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Step 3: “What budget do you have in mind?”
Bands from under $1,000 to over $20,000 show which service level fits.
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Step 4: “What would you like us to know before we speak?”
A written answer gives the client space to explain what the buttons cannot.
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Step 5: “How shall we contact you?”
Name, email and phone come last.
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After submitting
The client sees the default thank-you message, which you can replace with details of your first call.
Who it’s for
Consultants, agencies, studios and professional service firms can use this client intake form as the first step for every new inquiry. Each submission says what the client wants, whether they are an individual or a business, what budget they have in mind and anything they want you to know before the first conversation. The questions are deliberately general, so this client intake form template can be adapted to legal, financial, creative or technical services by editing the buttons. A longer questionnaire can follow once the client has agreed to work with you.
Templates for specific services include web design and consulting.
Why this structure converts
- The opening question is about the client’s need, which is the subject they came to discuss.
- Budget is asked in four bands, so the client can answer without naming a figure.
- The open question comes fourth, after three quick answers have been given.
- The client has explained the request in full before the form asks for a phone number.
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Make it yours
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Rename the request options
Replace the four options on step one with your own services, and keep “Not sure yet” for clients who need guidance.
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Set your own budget bands
Change the bands to match your pricing, with the lowest band set at the smallest engagement you accept.
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Offer a booking link
Rewrite the thank-you message to include your calendar link so the client can choose a time for the first call.
Send every lead where your team works
Frequently asked questions
What should a client intake form ask?
It should ask what the client needs, who they are and what budget they have, and then how to reach them. This template adds one open question for anything the client wants to mention before the call.
How long should an intake form be?
An intake form for a first inquiry should take about a minute. This template has four questions and a contact step, and longer questionnaires are better sent after the first conversation.
Which tools can receive new client inquiries?
Growform sends each submission to your inbox, and it can also send it to HubSpot, Dubsado, HoneyBook or a Google Sheet.
What happens next?
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Step 1: Clone this form template
Clone this template into your Growform account (create one first if you don’t already have one). -
Step 2: Edit your form
Get creative and adjust your form's theme options, questions or layout in the Growform form builder. -
Step 3: Share or embed your form
Share a link to your form, or embed it in your existing website. Receive new submissions by email or send them to 7,000+ apps via Zapier.
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