{
  "key": "client-intake-form",
  "slug": "client-intake-form-template",
  "name": "Client Intake Form",
  "category": "intake-onboarding",
  "summary": "Understand a prospect's situation before deciding which service fits.",
  "priority": "P1",
  "seo": {
    "title": "Client Intake Form Template",
    "description": "Understand a prospect's situation before deciding which service fits. Customize this client intake form, try the preview, and publish your own version.",
    "primaryKeyword": "client intake form template",
    "secondaryKeywords": [
      "client intake questionnaire template",
      "client intake form example"
    ],
    "intent": "Find and customize a ready-to-use form",
    "basis": "Editorial search intent informed by official template catalogs; search volume and difficulty not measured."
  },
  "content": {
    "introduction": "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.",
    "whenToUse": "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.",
    "customizationTip": "Ask for a desired outcome before asking for a budget so a small budget does not hide an otherwise suitable project.",
    "beforePublishing": "Keep discovery separate from account access. Never request passwords through an intake form.",
    "steps": [
      "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."
    ],
    "faqs": [
      {
        "question": "What does this client intake form collect?",
        "answer": "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."
      },
      {
        "question": "What should I customize before sharing it?",
        "answer": "Ask for a desired outcome before asking for a budget so a small budget does not hide an otherwise suitable project."
      },
      {
        "question": "What happens after someone submits it?",
        "answer": "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."
      }
    ]
  },
  "document": {
    "schemaVersion": 1,
    "title": "Client Intake",
    "description": "Understand a prospect's situation before deciding which service fits.",
    "category": "Client intake & onboarding",
    "theme": "paper",
    "accent": "plum",
    "submitLabel": "Send request",
    "thankYouTitle": "Your request has been received",
    "thankYouBody": "Your response has been recorded. The organizer will review it and follow up if needed.",
    "fields": [
      {
        "id": "name",
        "type": "text",
        "label": "Your name",
        "description": "",
        "placeholder": "",
        "required": true,
        "options": [],
        "condition": null
      },
      {
        "id": "email",
        "type": "email",
        "label": "Email address",
        "description": "Used to respond about this request.",
        "placeholder": "",
        "required": true,
        "options": [],
        "condition": null
      },
      {
        "id": "business-or-organization",
        "type": "text",
        "label": "Business or organization",
        "description": "",
        "placeholder": "",
        "required": true,
        "options": [],
        "condition": null
      },
      {
        "id": "what-problem-would-you-like-help-solving",
        "type": "textarea",
        "label": "What problem would you like help solving?",
        "description": "",
        "placeholder": "",
        "required": true,
        "options": [],
        "condition": null
      },
      {
        "id": "which-stage-are-you-at",
        "type": "select",
        "label": "Which stage are you at?",
        "description": "",
        "placeholder": "",
        "required": false,
        "options": [
          "Exploring options",
          "Ready to start",
          "Replacing a provider"
        ],
        "condition": null
      },
      {
        "id": "what-would-a-successful-result-look-like",
        "type": "textarea",
        "label": "What would a successful result look like?",
        "description": "",
        "placeholder": "",
        "required": false,
        "options": [],
        "condition": null
      },
      {
        "id": "when-would-you-like-to-begin",
        "type": "date",
        "label": "When would you like to begin?",
        "description": "",
        "placeholder": "",
        "required": false,
        "options": [],
        "condition": null
      }
    ],
    "layout": "classic",
    "firstStepTitle": "Your details",
    "workflow": {
      "notify": false,
      "recipient": "",
      "confirmation": false
    }
  },
  "reviewedAt": "2026-10-22",
  "related": [
    "client-onboarding-form-template",
    "web-design-client-intake-form-template",
    "graphic-design-client-intake-form-template"
  ]
}