Client intake form

Send prospects a clear project intake questionnaire before you quote: goals, audience, budget band, timeline, decision makers, assets, constraints, and success metrics. Print or save as PDF. Runs only in your browser. Template only — not consulting or legal advice.

Disclaimer: Educational template only. Adapt wording for your industry and jurisdiction. Do not collect more personal data than you need; follow applicable privacy rules.

Form header

Intake #

Date

Freelancer / studio

Client / company

Primary contact

Working project title

Intro note to client

Intake questions (leave blank for client to fill, or prefill)

1. What problem are you trying to solve? 2. Primary goals / desired outcomes 3. Target audience / users

4. Budget band (optional)

5. Ideal start / deadline

6. Decision maker(s)

7. Expected deliverables 8. Assets you can provide 9. Constraints / must-haves / must-nots 10. How will we measure success? 11. Competitors / references (optional)

12. Top priority

Preferred follow-up

Preview & export

Pair with project brief, quote, and proposal outline. Tip the kit via PayPal.me/MohammedAldarwesh/1.

Client intake form

Form header

Intake questions (leave blank for client to fill, or prefill)

Preview & export

Intake form preview