Cadet
Regular price$29$14.50 / month
Founding price for your first 12 months
1 seat included
- Public proposal approval & signing
- Deposit on acceptance
- Proposal-to-invoice conversion
- Billable time tracking
- Public intake forms
Client work
Client intake form template: the fields to include.
A client intake form is the first thing a prospect fills in, before a call or a proposal. Done well, it tells you whether the work is a fit and gives you what you need to price it. Copy the fields below and keep only the ones you will use.
Reviewed
In short
A client intake form template should collect contact details, the client’s business and role, what they need and why now, the deliverables they expect, timeline, budget range, how they found you, and consent to be contacted. Keep it to 8–15 fields, send it before the discovery call, and save the answers to the client record so you never ask twice.
Client intake form template: fields to copy
Use these fields, in this order. Mark the first five as required and the rest as optional:
- Name, email and phone number
- Company or business name, website and the person’s role
- What do you need help with? (short answer)
- Why now? What happens if nothing changes?
- Which deliverables do you have in mind? (checkboxes for your services)
- Ideal start date and any hard deadline
- Budget range (offer three or four ranges rather than an open box)
- Who else is involved in the decision?
- How did you hear about us?
- Anything else we should know? (optional)
- Consent: “You may contact me about this enquiry” (add a privacy policy link)
Extra questions by type of service
Add two or three questions that only your kind of work needs:
- Designers: Do you have brand guidelines? Which brands or examples do you like?
- Web designers and developers: Do you have a current website, domain and hosting? Who will write the content?
- Consultants: What have you already tried? Which numbers would show the project worked?
- Marketers: Which channels do you use now, and what is your monthly spend?
- Coaches: What would you like to be different in three months?
- Writers and editors: What is the word count, audience and publication?
Intake form vs onboarding questionnaire
The intake form comes first and is short: it qualifies the lead and gives you enough to scope and price. The onboarding questionnaire comes after the client signs and collects files, access and approval rules. Splitting them keeps the first form quick to finish while the client is least committed.
Turn the answers into a proposal
Read the answers before the discovery call and use the client’s own words for the goal in your proposal. In Workspace369, intake form answers create or update the client record, so the call notes, proposal, contract and first invoice all build on the same information instead of an inbox thread.
FAQ
Common questions
What should a client intake form include?
Contact details, the business and the person’s role, what they need and why now, expected deliverables, timeline, budget range, who decides, how they found you, and consent to be contacted. Add two or three questions specific to your service.
Should I ask for budget on an intake form?
Yes, as a range. Three or four budget ranges are easier to answer than an open box and quickly show whether the project fits. You can include a “Not sure yet” option.
How long should a client intake form be?
Usually 8 to 15 fields, taking two or three minutes. Longer forms put prospects off before you have spoken. Collect the rest in the onboarding questionnaire after they sign.
Where should I put my intake form?
Link it from your website’s contact or “Work with me” page, your email signature and your booking page. Send the same link when someone enquires by email so every lead arrives in the same format.
Plans for freelancers
Pick the plan your work needs today.
Client records, proposals, invoices, online payments, time tracking and intake forms are on every plan. Upgrade when your work needs calls, texts or more.Voyager
Regular price$74$37 / month
Founding price for your first 12 months
2 seats included
Everything in Cadet, plus
- SMS messaging
- Voice & voicemail
- Shared inbox
- Missed-call text back
- No-answer forwarding
Specialist
Regular price$149$74.50 / month
Founding price for your first 12 months
10 seats included
Everything in Voyager, plus
- Online booking
- Expense tracking
- Payment plans
- Inventory tracking
Founding member offer: 50% off your first 12 months, for the first 100 customers who join by Oct 31. 14-day trial with a card, USD monthly billing. Compare all plans.
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