Client intake form template for new clients

Client intake form

For consultants, agencies, freelancers and service businesses taking on new clients. Everything you'd otherwise collect over several emails arrives in one row of your sheet before the first call.

Copies the form into your account after you sign in with Google. You can change anything before publishing.

Columns in your Google Sheet

Each response becomes one row with these columns.

	_submission_id	_submitted_at	_form_version	Your name	Business or organisation	Email	Phone	What do you need help with?	What would a great outcome look like?	Budget range	Ideal start date	I agree that you may store these details to respond to my enquiry.

What this form asks, and why

Your namerequired Who you'll be talking to.
Business or organisation Optional: individuals are clients too.
Emailrequired Validated so your first reply doesn't bounce.
Phone For people who'd rather talk than email.
What do you need help with?required Several can apply; each becomes readable text in the sheet.
What would a great outcome look like?required The most useful answer before a first call.
Budget range Ranges are easier to answer than an exact number, and still let you qualify leads.
Ideal start date Stored as a real date, so you can sort by urgency.
I agree that you may store these details to respond to my enquiry.required A clear record that the client agreed you could keep their details.

Fields people often add

Website or social link
How did you hear about us?
Preferred contact time
ABN or company number (AU/NZ)

Common mistakes

Asking for an exact budget: many people skip it; ranges are easier to answer.
No goals question: the first call is spent on basics.
Collecting sensitive details (health, IDs) in a general intake: keep those out unless you must.

Share it or put it on your site

Publish to get a link on freelyforms.link, or embed it on your website. Responses go to your Google Sheet.