Client Intake Form

A short client intake form for new enquiries: contact details, what they need in their own words, and what they want to do next.

Something to get you started. The questions are written for you. Add your own video - you or your team asking each one - and it's ready to send.

About this template

An intake form that feels like paperwork loses the client you just won. This one takes about a minute: a quick welcome, contact details, then one open question where new clients tell you what they are looking for - in text, voice or video.

It ends with a single choice about what they want to do next, so you know whether to book them in, answer a question or send a quote. Put the link on your website, in your bio or on a QR code at the front desk.

Make it yours

Contact details plus one open "what are you looking for?" question
Answers in text, voice or video - clients choose
A next-step choice so you know how to reply
Share by link or QR code - every enquiry lands in your dashboard

Use this template for free

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