Client intake form
A client intake form is the place where a loose inquiry becomes a project with shape. This one keeps the key distinctions separate: service type goes in a dropdown so a new client picks something you actually offer rather than typing a wish, project details go in a textarea so the full story lands in one place, and budget is a select with your real ranges rather than a free-text number that turns into a negotiation later. Company name stays optional, since individuals book services too.
The form beside this text is live. Fill it in and submit it — it validates exactly as it would for a real respondent, and saves nothing.
A dropdown keeps requests inside what you actually offer
When service type is a select rather than free text, every intake names something you deliver, not a problem the client thinks they have. That keeps scope discussions grounded from the first message.
Route every new intake to Slack as it lands
Add a Slack destination and each intake posts to your channel the moment it is submitted, with service type, budget and project scope visible immediately. Every intake is also in the CSV export with a timestamp.
No card required.
Client Intake
Live previewHow to build this form
5 steps in the editor. Nothing here needs a paid plan.
- Add text, email and phone fields for the client contact, marked required, so you can follow up on an incomplete intake.
- Add a text field for company name and mark it optional — individuals book services alongside companies.
- Add a select field listing the services you actually offer, so clients pick instead of describing a problem in their own words.
- Add a textarea for project details, wide enough for a paragraph, so the client can explain what they need done.
- Add a select field for budget range with your real tiers, and an optional select for how they heard about you.
Fields in this form
8 fields, using 5 of the 19 field types available.
| Question | Field type | Required |
|---|---|---|
| Your name | Short text | Yes |
| Yes | ||
| Phone | Phone | Yes |
| Company name | Short text | Optional |
| Service needed | Select | Yes |
| Project details and scope | Long text | Yes |
| Budget range | Select | Yes |
| How did you hear about us? | Select | Optional |
What goes wrong with this form
Specific to a client intake form, not general advice about forms.
Asking what service is needed as free text
A text field returns "strategy", "help with my website" and "not sure". A select listing your actual offerings makes every client pick something you deliver, not describe a problem in words that may not map to a service at all.
Collecting budget as a plain number field
A number field returns "$2000", "around 5k" and blanks. A select with your real tiers tells you which pricing bracket a client fits without you asking a follow-up question first.
Making company name required
A required company field forces a freelancer or individual buyer to type "N/A" or invent one. Leave it optional — a name and an email are enough to follow up, and for an individual, their own name is effectively the company.
Questions about this form
Why leave company name optional on a client intake form?
Solo consultants and individuals book services directly, alongside companies. An optional field lets one person sign up for coaching and another enter their agency name — if it is left blank, you still have their real name and email to follow up on.
Should budget be a free-text field or a select?
Use a select with your real ranges, such as "$2K–$5K" or "$5K–$10K". A text field returns "$2000", "around 5k" and blanks; a select tells you which pricing tier a client fits without a back-and-forth conversation first.
Can the intake form span more than one page?
This template is a single page. Most prospective clients will only fill in one intake form, so a single page keeps friction low — send a second, more detailed form only to the clients who actually book, once the first has done its job.