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
Is the Client Intake Form template free?
Yes. The Client Intake Form template is completely free to use, with unlimited responses and no credit card required.
Can I customize the questions?
Absolutely. Every question is fully editable — add, remove, reorder, and reword questions, change answer options, and adjust settings before you share.
How do I share it?
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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No credit card. No trial limits. Unlimited surveys, quizzes, polls, and responses — all free.