Form template
Client intake form template
Qualify a new client request without repeating the same discovery questions.
Build this form freeA client intake form gives every new conversation the same baseline context. It should be short enough to complete, while capturing the details required to prepare a useful reply.
Generate this structure in Formius, then adapt labels and required fields to your service.
Fields to include
Start with a name, work email, company, project type, goals, desired timeline, budget context, and an optional brief upload.
- Contact details
- Project goal and scope
- Timeline and budget context
- Optional supporting files
Keep qualification questions focused
Ask for information you will act on. If a question only satisfies curiosity, leave it out or make it optional.
Frequently asked questions
- Should a client intake form ask for a budget?
- Yes, when budget context changes the service or solution you can offer. Let respondents choose a range if an exact figure feels too early.