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Form Builder for Consultants

Forms as polished as your client deliverables.

Start Building for Free See Pricing

Free forever · No credit card required

Look Prepared from the Start

Use a professional template or build visually, then match the form to your practice with custom themes and layouts.

Ask Only What Matters

Pro conditional logic routes clients through the right questions and endings based on what they tell you.

Move from Answers to Action

Open individual responses, filter the full set, and export to CSV or Excel for analysis or client delivery.

A Cleaner Intake Process for Both Sides

Give clients a focused experience while keeping the details organized for your own follow-up.

  1. 01

    Start with the Engagement

    Adapt a discovery, feedback, or business template to the work you actually deliver.

  2. 02

    Shape the Conversation

    Use multi-page structure and conditional routing to keep each path relevant.

  3. 03

    Share Professionally

    Publish a direct link, embed the form, or use your own domain with Floov branding removed on Pro.

  4. 04

    Prepare the Next Step

    Review the response, receive a notification, export the data, or send it to a connected workflow.

Professional Control with Predictable Pricing

  • Branded discovery, intake, and feedback forms
  • Conditional paths for different services or client needs
  • Respondent save and resume for longer Pro forms
  • Private file uploads for supporting material on Pro
  • No per-response charges
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Start with a Workflow Selected for You

Preview the full form, review what it collects, then adapt it to your own process.

View the Collection

Frequently Asked Questions

Answers about building and managing forms for this workflow with Floov.

A client intake form for consultants is a structured questionnaire that collects a new client's contact details, business background, goals, challenges, budget, and timeline before work begins. It helps you prepare for the first call and qualify prospects. Floov's Free plan includes Client Intake and Consultation Request templates you can brand with your own theme. Pro adds conditional logic, E-signatures, and file uploads.

A consulting client intake form should include contact information, company details, the problem or goal, past attempts, decision-makers, budget range, timeline, and how they found you. Add a consent or terms section if needed. Keep it short while collecting enough context for a focused first conversation. With Floov Pro, conditional logic asks follow-up questions only when relevant, and a drawn E-signature field can support a terms sign-off.

To create a client intake form, list what you need to know before starting work, then turn it into clear questions covering contact details, goals, budget, and timeline. In Floov, you can copy the free Client Intake template, edit the questions, apply your branding theme, and publish a link. Upgrade to Pro for conditional logic, file uploads, E-signatures, and custom domains.

A consultant should ask a new client about their main goal, the problem they want solved, what they've already tried, and how success will be measured. Also ask about timeline, budget, decision-makers, current tools or processes, and potential obstacles. These questions clarify scope, reveal expectations early, and help you prepare a focused proposal before the first meeting, so both sides start aligned.

A consulting discovery questionnaire is a set of structured questions that helps consultants understand a client's business, goals, challenges, and constraints before proposing a solution. It typically covers current processes, pain points, stakeholders, budget, and success metrics. Sending it as an online form saves time on discovery calls and helps you deliver a more accurate, tailored proposal. Floov makes it easy to build one.