New Client Intake Form

What is a new client intake form?

A new client intake form is a structured questionnaire that collects the information a business needs before beginning a service relationship. It helps replace scattered email exchanges and unprepared first calls with one consistent intake process.

A useful intake form should gather enough context to prepare the business without asking the client to complete an exhausting application. This template focuses on the client’s main goal, expected timeline, definition of success, preferred next step, additional context, and contact details.

What should a client intake form include?

The exact questions depend on the service, but most client intake forms need to establish what the client wants, when they need help, and what should happen after submission.

• The service, project, or problem the client wants help with
• Their preferred timeline or level of urgency