When to use this template
Start with the questions below, then adapt them to your own process. Ask for a desired outcome before asking for a budget so a small budget does not hide an otherwise suitable project.
Prepare a useful first conversation and hand off the right context to the delivery team. Use this version when you need to understand a prospect's situation before deciding which service fits.
Questions included
- Your nameShort answer · Required
- Email addressEmail · Required
Used to respond about this request.
- Business or organizationShort answer · Required
- What problem would you like help solving?Long answer · Required
- Which stage are you at?Dropdown · Optional
- What would a successful result look like?Long answer · Optional
- When would you like to begin?Date · Optional
Make it your own
- Replace the introduction with your own context for client intake.
- Ask for a desired outcome before asking for a budget so a small budget does not hide an otherwise suitable project.
- Check required questions, remove information you do not need, then test the form on a phone.
- Publish a copy and share its link or embed it on your page.
Before you publish
Keep discovery separate from account access. Never request passwords through an intake form.
Common questions
What does this client intake form collect?
It includes business or organization, what problem would you like help solving, which stage are you at, what would a successful result look like. Every question can be edited before you publish.
What should I customize before sharing it?
Ask for a desired outcome before asking for a budget so a small budget does not hide an otherwise suitable project.
What happens after someone submits it?
Keep discovery separate from account access. Never request passwords through an intake form. Published copies store responses in the form inbox. Optional owner email notifications require a connected email service.