Client Intake Forms for Agencies, Freelancers, and Consultants
A client intake form collects project context before the first meeting. Agencies, freelancers, and consultants use intake forms to capture goals, budget, timeline, links, files, stakeholders, constraints, and decision-maker details in one structured place.
Formify helps service teams build intake forms quickly, then route submissions into email, Google Sheets, Notion, Slack, Discord, Telegram, Zapier, or webhooks.
What to ask in a client intake form
Use sections instead of one long wall of questions:
Contact and company details
Ask for name, company, email, website, and preferred contact method.
Project scope
Ask what the client wants to build, improve, fix, or launch. Use checkboxes for common services so responses are easier to scan.
Budget and timeline
Budget ranges help qualify fit. Timeline questions help you prioritize urgent work and avoid unclear expectations.
Assets and access
Use file uploads for brand guidelines, screenshots, PDFs, briefs, or examples. Ask for links to existing tools, but avoid collecting passwords through a public form.
Intake form fields by service type
| Service type | Useful extra questions |
|---|---|
| Web design | Current website, target pages, examples, launch date |
| Marketing | Channels, monthly budget, target audience, current results |
| Consulting | Business goal, blocker, decision owner, urgency |
| Branding | Existing assets, brand values, competitors, usage needs |
| Development | Stack, integrations, access constraints, success criteria |
Why agencies should use Formify
Formify is useful for agencies because forms can route information to the tools your team already uses. Create different forms for discovery calls, onboarding, support requests, project change requests, and offboarding feedback.
For sales workflows, pair this page with lead generation forms. For broader setup, read what is a form builder or open templates.
FAQ
What is the purpose of a client intake form?
A client intake form helps collect project information before a call or kickoff. It saves time, reduces repeated questions, and gives the team a consistent brief to review.
Should a client intake form ask for budget?
Yes, if budget affects fit, scope, or timeline. Use ranges instead of a blank field when you want cleaner answers and less friction.
Should I collect passwords in an intake form?
No. Do not collect passwords through a public intake form. Ask for tool names, links, and access needs, then share a secure access process after the client is qualified.
Build an intake form
Try a contact form template, customize it into a project intake workflow, then create your free Formify account.