Form template · Customer & Client
Client Intake
Collect the basics from a new client — contact info, budget, and timeline — before your first conversation.
Agencies, consultants, and service businesses collecting the context needed to start client work well.
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Structured preview
Client Intake at a glance
- 1Your detailssection
- 2Full nametext · required
- 3Emailemail · required
- 4Phonephone
- 5Are you purchasing as a business?checkbox
- 6Business nametext · required
- 7Business addresslong_text
- 8What you needsection
- 9What service are you looking for?long_text · required
- 10Estimated budgetcurrency
- 11When would you like to get started?date
What's included
- 9 answer-producing questions
- Slate starting theme
- Conditional question logic where the flow benefits from it
- A destination sheet created with the form
How to use it
- 1Tailor the context questions to the service or project being sold.
- 2Confirm the destination sheet fields before sharing the intake link.
- 3Use the first responses to improve the kickoff checklist, not to replace a conversation.
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