Client intake templates
Onboard clients and scope projects with structured discovery questions.
Bookkeeping Client Intake Form Size a bookkeeping engagement in one pass: entity type, software, transaction volume, how far behind the books are, and payroll reality. Branding Questionnaire A designer's discovery tool that digs past "make it pop": brand personality, admired references, hard boundaries, and deliverables, before pencils move. Client Intake Form This all-purpose first step for service businesses captures who the client is, what winning looks like, and the budget and timeline realities before your first call. Client Onboarding Form Kickoff logistics without the email chain: contacts, access checklist, signed docs, and working agreements, with a CC field that appears only when needed. Coaching Intake Form Meet a new coachee before session one: focus area, coaching history, and the 90-day change they want, with a follow-up that appears only for returners. Copywriting Intake Form Brief a copywriter properly, naming what needs writing, the voice on the page, the ideal reader, and how many revision rounds the client wants. Discovery Call Form Screen discovery-call requests before your calendar fills. Need, team size, budget, and urgency are scored quietly, so strong-fit prospects get a faster reply. Freelance Project Brief Form The one-pager freelancers send instead of "so what do you need?": work type, scope in plain words, references, budget bracket, and the real deadline. Interior Design Questionnaire This questionnaire reads a client's taste before the first site visit, gathering rooms in scope, styles they gravitate to, keep-pieces, hard nos, and per-room budget. Marketing Agency Intake Form Qualify marketing engagements before the pitch: channels in play, monthly spend, in-house capacity, and the result that would pay for the retainer. New Client Questionnaire Built for clients who already said yes, it gathers the backstory, the success picture, and the working preferences that turn a signed contract into a smooth project. Nutrition Coaching Intake Form Good nutrition coaching starts with the full picture. This intake gathers eating patterns, medical context, yesterday's actual plate, and honest logging appetite. Personal Training Intake Form Every trainer needs this pre-programme screen, capturing goals, training age, injuries, and honest availability so the first plan fits the actual human. Photography Client Intake Form Learn what a photography client is hoping for before you quote a session. It covers shoot type, usage, dream shots, and the budget beyond the session fee. Project Brief Form Any stakeholder can complete this structured brief without a meeting, covering the problem, audience, deliverables, and what's explicitly out of scope. SEO Intake Form Everything an SEO needs before the audit: target searches, competitors who outrank you, past optimization history, and Search Console reality. Virtual Assistant Intake Form Match a virtual assistant to real delegation. This intake pins down the tasks leaving your plate first, weekly hours, tool stack, and time-zone overlap needs. Web Design Intake Form This intake scopes a website design the way studios work in practice, covering goal, pages, taste, and content readiness. It asks for a URL only when a live site exists. Web Project Intake Form Some builds are bigger than brochureware. This intake maps functionality, platforms, success metrics, and budget envelopes for stakeholders who answer to other stakeholders. Wedding Photography Intake Form Captures the facts and the feelings of a wedding commission: date, venues, guest scale, must-photograph moments, and the editing style the couple loves.