Client Intake & Projects
Free Template
Client Intake Form
Use this free client intake form template to collect contact details, project scope, goals, budgets, timelines, stakeholders, and referral sources.
- Pages
- 4 + Confirmation
- Fields
- 12
- Structure
- Multi-Page
- Compatibility
- Free and Pro
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Inside This Template
Review the page flow and every answer this form is configured to collect.
- Best For
- Service Businesses Digital Agencies Consultants Freelancers Professional Services
- Includes
- Written answers Contact details Choice fields Date and time fields
Welcome
Intro page
Introductory content; no answers are collected on this page.
Contact Information
4 fields
- Full name Short answer Required
- Work email Email Required
- Phone number Phone number
- Company or organization Short answer Required
Project Overview
5 fields
- Service or engagement type Single choice Required
- Project summary Long answer Required
- Desired outcomes Long answer Required
- Estimated budget range Single choice
- Preferred start date Date
Additional Context
3 fields
- Target completion date Date
- Decision-makers and stakeholders Long answer
- How did you hear about us? Single choice
Thank you Confirmation ending
Shown after a successful form submission.
Before You Publish
Three quick checks help make the copied template ready for your audience.
Explore forms for Google Sheets
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Adapt Services and Budgets
Match service choices, budget bands and currency to the work you offer. Keep Other so clients can describe a request that is not listed.
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Plan the First Review
Decide who reviews new inquiries and how project goals, dates and stakeholders inform the first discussion. Adapt the introduction and confirmation message to that process.
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Test a Client Inquiry
Publish the form and complete every page on a phone with a sample project. Try Other with a project summary, then check the submitted details in Responses before sharing the link.
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