Client intake form template
Understand a new client’s business, goals, budget and timeline.
Save as
Colour
Form details
Questions
More options
Leave empty to remove the box.
Processed in your browser. Nothing is uploaded.
How to make a client intake form
- 1
Check the questions: rename, add or delete any field, or change how it’s answered.
- 2
Add your organisation’s name, a contact line and your logo if you like.
- 3
Choose fillable PDF, printable PDF, Word or HTML, and the paper size.
- 4
Download the client intake form and share it, print it or add it to your website.
About this client intake form
A client intake form helps agencies, freelancers, consultants, designers, accountants and lawyers decide whether a new client is a good fit and what the work will involve. It collects the business background, what they want to achieve, scope, budget, deadlines and who makes decisions, before you write a proposal.
Send it before the first call; the conversation is then about solutions instead of basic facts. For personal services such as therapy or coaching, the general intake form fits better.
What’s on the client intake form
The template has 4 sections and 19 questions. Every one can be renamed, moved or deleted.
- Client details: Contact name; Job title; Company; Website; Phone; Email; Industry; Company size (choose one: Just me, 2–10, 11–50, 51–200, 200+)
- The project: What do you need help with?; What does success look like?; Services needed (tick all that apply: Strategy, Design, Development, Marketing, Content, Consulting, Other); Have you worked with someone on this before? (yes or no)
- Budget and timeline: Budget range (choose one: Under 50,000, 50,000 – 2 lakh, 2 – 5 lakh, 5 lakh+, Not sure yet); Ideal start date; Deadline; Is the deadline fixed? (yes or no)
- Decision making: Who will approve the work?; Other people involved; Anything else we should know?
Tips
- Ask for a budget range rather than an exact number; clients answer more readily.
- Ask who signs off the work; it saves surprises later.
- Turn the answers into a quote with the quotation generator.
Four ways to save it
A fillable PDF has typing boxes, tick boxes and choices built in. A printable PDF gives clean boxes and writing lines for pen and paper. The Word file can be edited further, and the HTML code adds the same questions to a website. Browse more form templates, or design a completely different layout in the custom form builder.
Frequently asked questions
What’s the difference between client intake and client onboarding?
Intake comes before you agree to work together and helps you scope and price the job. Onboarding comes after the contract and collects logins, assets and contacts to start the work.
Should I ask about budget on an intake form?
Yes. A budget range tells you whether the project is feasible and what to propose, and it saves time for both sides.
Is anything I type sent to a server?
No. The editor runs in your browser and builds the file on your device. Atifo has no server that could receive your form or the answers on it.
Can I put the client intake form on my website?
Yes. Choose “HTML” to copy ready-made form code with labels and a simple style. Set the form’s action to the address that should receive submissions, such as your own form handler.
Can people fill in this client intake form on a phone?
Yes. Choose “Fillable PDF” and send the file. It opens in the Files or Drive app on Android, Files on iPhone, and any browser on a computer, where people can type their answers and save the result.