Include a budget range dropdown
Asking for budget upfront filters out mismatched prospects and saves both parties time. A range dropdown ('$5K–$15K') is less intimidating than an open number field.
Free template · 10 fields included
Client Intake Form Template
Collect everything you need to scope a project before the first call. Budget, timeline, project type, description, and supporting files — all in one structured form. No more back-and-forth emails before you even start.
No credit cardFree forever planCustomizable fields
Fields included
10 pre-built fields, ready to customize.
#
Field label
Type
Required
1
Client Namee.g. Jane Smith
Short text
Yes
2
Email Addresse.g. jane@company.com
Email
Yes
3
Phone Numbere.g. (555) 000-0000
Phone
No
4
Company Namee.g. Acme Inc.
Short text
No
5
Project Type
Dropdown
Yes
6
Estimated Budget
Dropdown
No
7
Desired Timeline
Dropdown
No
8
Project Descriptione.g. Describe your project goals, target audience, and any specific requirements...
Long text
Yes
9
Inspiration / Referencese.g. Links or descriptions of work you like...
Long text
No
10
Attachments (brief, assets, etc.)
File upload
No
All fields are fully customizable — add, remove, or reorder after opening the template.
Use cases
Who uses this template.
Agency new client onboarding
Freelancer project intake before scoping
Consulting firm discovery questionnaires
Design studio brief collection
Best practices
How to get the most from this form.
Allow file uploads for briefs and assets
Clients often have existing brand guidelines, briefs, or reference images. A file upload field eliminates the follow-up email asking for assets.
Ask for inspiration references
An 'Inspiration or references' field surfaces taste and expectations early. Links to websites or brands a client loves tell you more than a description alone.
Use the form as a pre-qualification step
Only book discovery calls with clients who complete the intake form. It filters out window-shoppers and means every call starts with context already in hand.
FAQ
Common questions.
What should a client intake form include?
A comprehensive client intake form should cover: Contact info, Project type, Budget range, Timeline, Project description/goals, Inspiration references, and an option to upload supporting documents. This template includes all of these.
How does a client intake form save time?
By collecting structured information upfront, you eliminate 3–5 back-and-forth emails before the first call. You arrive at discovery meetings with context already in hand, which makes calls shorter and more productive.
Can clients upload briefs or brand assets through this form?
Yes. The client intake template includes a file upload field that accepts PDF, DOCX, PPTX, images, and ZIP files. Files are stored on Cloudflare R2 with 1 GB free and 10 GB on Pro.
Should I gate the intake form behind a proposal?
It depends on your sales process. Some agencies send the intake form to all inbound leads as a first step. Others send it only after a brief qualifying call. Both work — the key is using it consistently.
Can I embed this intake form on my agency website?
Yes. Embed the form on your 'Work with us' or 'Get a quote' page using the embed code from the Share menu. Embedded forms integrate cleanly into any website layout.
Use this template for free.
All 10 fields included. Customize and publish in minutes.
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