Consulting intake form template
This six-step consulting intake form asks the size of the business, its industry, its biggest challenge, the area needing help and any notes, followed by the contact details. Clone it into your Growform account and add your practice areas.
What the form asks, step by step
A consultant needs to understand the business before offering a meeting. These questions describe the company and its problem in four taps.
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Step 1: “What’s the size of your business?”
Startup, small, medium or large sets the scale of the engagement.
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Step 2: “What industry is your business in?”
Industry tells you which case studies and consultants to bring.
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Step 3: “What is your biggest business challenge?”
Growth, profitability, productivity or leadership frames the first conversation.
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Step 4: “What area do you need help with the most?”
Marketing, finance, strategy or operations points to the right practice lead.
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Step 5: More information
Prospects can explain the situation behind their answers in a few lines.
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Step 6: “How shall we contact you?”
Name, email and phone come last.
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After submitting
After submission a default thank-you appears, and you can rewrite it to describe your free first consultation.
Who it’s for
Management consultants, small consulting firms and fractional executives use this template as the consultation request form on their website. It gives each prospect a structured way to describe the company, the challenge and where help is needed. Those answers let you decide which consultant should respond and whether the fit is right, before anyone spends time on a call.
Why this structure converts
- The challenge question asks prospects to name their problem, which starts the sale on their terms.
- Business size and industry come first because they are easy to answer.
- Every multiple-choice step includes “Others”, so nobody is forced into a category that does not fit.
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Make it yours
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Change “Others” to “Other”
The industry, challenge and area lists end with “Others”. Change each to “Other” and add the options you see most often.
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Add a budget question
A banded budget question helps you decide between a workshop, a project or a retainer before the first call.
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Book the call on submit
Redirect prospects to your calendar after submission so the first meeting is booked while interest is high.
Send every lead where your team works
Frequently asked questions
What should a consulting questionnaire ask a new prospect?
It should ask about the business, its industry, its main challenge and where help is needed. Detailed financial and organizational questions belong in the engagement itself.
Can I use it for coaching as well as consulting?
Yes. Rename the challenge and area options to match your coaching themes and the structure stays the same.
Where do consultation requests go?
They are emailed to you, and they can also be added to HubSpot, Pipedrive, Salesforce 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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