Intake & onboarding
New client intake
A new-client intake form for agencies, consultants and freelancers: the business, what they need, goals, budget, timeline and how they like to work.
What is in the form
Page 1: Your business
- Company
- Website
- Your name
- Your role
- Phone
- Industry (dropdown)
- Company size (dropdown)
- Describe what you do in a few sentences (long answer)
Page 2: The work
- What do you need help with? (pick any)
- What does success look like in six months? (long answer)
- What have you tried so far, and what happened? (long answer)
- Budget (dropdown)
- When do you want to start? (dropdown)
- Who else is involved in the decision?
- Preferred way to work together (one of 4)
- How did you hear about us? (dropdown)
It opens with a welcome screen (“Let’s get started”) and ends with a thank-you message you can edit.
After someone submits
This template comes without a workflow. Responses land in your dashboard, and you can add a step in the workflow editor: an approval by email, a post to Slack or Teams, a row in Notion or Airtable, or a webhook.
Make it yours
Change anything in the builder: nothing goes live until you publish.
