When to use this template
Start with the questions below, then adapt them to your own process. Separate a decision deadline from a project delivery date so the first meeting addresses the real timing constraint.
Prepare a useful first conversation and hand off the right context to the delivery team. Use this version when you need to surface the business decision and stakeholders a consultant should prepare for.
Questions included
- Your nameShort answer · Required
- Email addressEmail · Required
Used to respond about this request.
- Which decision needs support?Long answer · Required
- Who is responsible for that decision?Short answer · Required
- What constraints should we know?Long answer · Optional
- What information is already available?Long answer · Optional
- Decision deadlineDate · Optional
Make it your own
- Replace the introduction with your own context for consulting client intake.
- Separate a decision deadline from a project delivery date so the first meeting addresses the real timing constraint.
- 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 consulting client intake form collect?
It includes which decision needs support, who is responsible for that decision, what constraints should we know, what information is already available. Every question can be edited before you publish.
What should I customize before sharing it?
Separate a decision deadline from a project delivery date so the first meeting addresses the real timing constraint.
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.