Free template
Client intake form template
A client intake form collects what you need to decide if a new enquiry is a fit and to prepare the first call. This template works for most service businesses. Profession-specific versions are linked below.
Short answer
A good client intake form asks who the client is, what they need, how soon, what budget they have, and how to reach them. Keep it under 15 questions and ask only what changes your next step.
The 14 questions, and why to ask each one
Contact details
1. What is your full name?
Why ask: Identifies the person and lets you address them correctly.
2. What is your email address and phone number?
Why ask: Gives you two ways to follow up.
3. How do you prefer to be contacted, and when?
Why ask: Raises the chance that your first reply reaches them.
4. What is your company name and role? (if applicable)
Why ask: Shows who decides and who pays.
The need
5. What do you need help with?
Why ask: The core of the enquiry, in the client's own words.
6. What prompted you to look for help now?
Why ask: Shows urgency and the event behind the enquiry.
7. What have you already tried?
Why ask: Prevents you from proposing something that failed before.
8. What does a good result look like for you?
Why ask: Sets the outcome you will be measured against.
Fit, timing, and budget
9. Which of our services are you interested in?
Why ask: Routes the enquiry to the right person or offer.
10. When do you want to start?
Why ask: Separates ready buyers from early research.
11. Is there a deadline we must know about?
Why ask: Exposes time limits that affect scope and price.
12. What budget range do you have in mind?
Why ask: Avoids a call when the budget and your prices cannot match.
13. Who else is involved in the decision?
Why ask: Tells you who must be on the first call.
Source
14. How did you hear about us?
Why ask: Shows which marketing channels bring good clients.
Run this form as a conversation
A form waits until the visitor fills in every field. A MadeAgentic website agent answers the visitor's questions from your approved content, asks these intake questions by voice or text, and sends your team a summary. For good-fit visitors it can open your Calendly or Cal.com calendar inside the chat; the visitor picks the time.
- Generate a first agent from your website address.
- Add the questions above as qualification objectives and remove the ones you do not need.
- Test the conversation, then add the embed code to your site.
$99 per agent per month after a 30-day free trial. No credit card needed.
Intake form templates by profession
- Coaching intake form template
- Consulting client intake form template
- Law firm client intake form template
- Tax client intake form template
- Real estate buyer questionnaire template
- Web design client questionnaire template
- Interior design client questionnaire template
- Financial planning client questionnaire template
Related: Contact form alternative for lead qualification, how to qualify leads from your website, AI lead qualification workflow.
FAQ
Intake form questions
What is a client intake form?
A client intake form is a short set of questions a business asks a new enquiry before the first call. It collects contact details, the need, timing, and budget, so the business can check fit and prepare.
What is the difference between an intake form and an onboarding form?
An intake form comes before the client signs and helps you decide if and how to work together. An onboarding form comes after and collects what you need to deliver the work, such as logins, documents, and billing details.
Is this template free to use?
Yes. Copy the questions, print the page, or save it as a PDF from your browser. No signup is needed. Change the wording so it matches your services.
How many intake questions should I ask?
Ask only what changes your next step. Most firms need 8 to 15 questions before a first call. Move anything you only need after the client signs to an onboarding form.
Can an AI agent ask these questions instead of a form?
Yes. In MadeAgentic you add the questions as qualification objectives. The website agent answers the visitor's questions from your approved content, asks your intake questions in conversation by voice or text, sends your team a summary, and can open your Calendly or Cal.com calendar for good-fit visitors. It does not answer phone calls, and the visitor picks the meeting time.
Test it on your own website first.
Generate an agent from your website, add your intake questions, and try the conversation before visitors see it.