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📋 Intake Form Template

Free Client Intake Form Template

Professional new client intake form for consultants, agencies, and freelancers — collect client background, project goals, challenges, budget, and timeline. An online form with 10 customizable fields — embed and go.

10 Fields
~3 min
Free
AI Auto-Generate
Live Preview
Sample Form Fields
Full Name name
Email Address email
Company Name input
Industry select
Primary Goal long-text
Current Challenges long-text
Estimated Budget select
Expected Timeline radio
Additional Comments long-text
10 fields total · ~3 min to complete

Quick answer

Free client intake form template for consultants, agencies, and freelancers. Capture background, goals, budget, and timeline — 10 fields.

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Live Preview

This is the actual running form — not a screenshot. Try it yourself.

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This is the actual client intake form your clients will see. Responses are collected automatically.
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Who Is This For

Pick your role — see how the form fits your workflow.

1

Consultants & Advisors

Understand client needs before the first meeting. Workflow: Send intake form → Review goals & challenges → Prepare tailored proposal → Start engagement with full context.

2

Agencies & Freelancers

Scope projects accurately from day one. Workflow: Share intake link → Collect budget & timeline → Align expectations → Deliver projects on time and on budget.

3

Coaches & Mentors

Prepare for productive first sessions. Workflow: Client completes intake → Review background & goals → Design coaching plan → Hit the ground running.

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Sample Questions Inside

A preview of real questions from this template — the full version adds scoring logic, branching and a personalized report per respondent.

  1. What business problem are you hoping to solve? (text)
  2. Which area do you want help with first? (multi-select)
  3. What does success look like in six months? (text)
  4. Is there an approved budget range for this work? (choice)
  5. When do you need to see results? (choice)
  6. Who else is involved in the decision? (multi-select)
  7. Have you worked with a provider like us before? (yes / no + text)
  8. Any constraints we should know about upfront? (text)
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Frequently Asked Questions

What is a client intake form?
A client intake form is a questionnaire used by consultants, agencies, and freelancers to collect essential information about a new client before starting a project. It typically covers the client's background, goals, challenges, budget, and timeline.
Is this client intake form template free?
Yes. Click "Use This Template" to copy the full form into your FormLM workspace for free. No credit card required.
What should a client intake form include?
A good client intake form should include: full name, email, company name, industry, primary goal, current challenges, estimated budget, expected timeline, and any additional comments or context.
How do I customize this intake form?
After clicking "Use This Template", you can add or remove fields, change industry options, adjust budget ranges, and customize the design to match your brand in the FormLM builder.
What's the difference between a client intake form and a contact form?
A contact form is a simple form for general inquiries with minimal fields. A client intake form is more detailed — it collects structured information about a client's background, goals, and expectations to prepare for a professional engagement.

Onboard New Clients with a Professional Intake Form

Copy the Client Intake Form into your workspace, customize it, and share it with new clients. Free to start.