Client Intake Form template
Onboard a new client with goals, background and how they like to work.
Free • 8 questions • Fully customizable
1. Company name
Open text response
2. Main contact
Open text response
3. Contact email
4. Website
5. What are your goals for the next 6 months?
Open text response
6. Which services are you interested in?
- Strategy
- Design
- Development
- Marketing
- Ongoing support
7. How do you prefer to communicate?
- Phone
- Video calls
- Chat
8. Anything else we should know?
Open text response
Why use this form template?
The Client Intake Form template gives you a proven starting point so you can launch faster. Every question is editable, responses are unlimited, and you can share by link or QR code in minutes — all free.
Template questions
Yes. The Client Intake Form template is completely free to use, with unlimited responses and no credit card required.
Absolutely. Every question is fully editable — add, remove, reorder, and reword questions, change answer options, and adjust settings before you share.
Once you customize the template, share it with a link or QR code. Respondents can answer on any device with no sign-up required.
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Start building for free in under a minute
No credit card. No trial limits. Unlimited surveys, quizzes, polls, and responses — all free.