Client intake templates
Onboard clients and scope projects with structured discovery questions.
Bookkeeping Client Intake Form Sizes 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 The all-purpose first step for service businesses — 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 Briefs a copywriter properly — what needs writing, the voice on the page, the ideal reader, and how many revision rounds the client really wants. Discovery Call Form Qualifies before the calendar fills — need, team size, budget, and urgency, 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 Reads a client's taste before the first site visit — rooms in scope, styles they gravitate to, keep-pieces, hard nos, and per-room budget. Marketing Agency Intake Form Qualifies 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 For clients who already said yes — gathers the backstory, the success picture, and the working preferences that turn a signed contract into a smooth project. Nutrition Coaching Intake Form Starts nutrition coaching with the full picture — eating patterns, medical context, yesterday's actual plate, and honest logging appetite. Personal Training Intake Form The pre-programme screen every trainer needs — 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 really hoping for — shoot type, usage, dream shots, and the budget beyond the session fee — before quoting a session. Project Brief Form A structured brief any stakeholder can complete without a meeting — 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 Matches a virtual assistant to real delegation — the tasks leaving your plate first, weekly hours, tool stack, and time-zone overlap needs. Web Design Intake Form Scopes a website design the way studios actually work — goal, pages, taste, and content readiness — and only asks for a URL when a live site exists. Web Project Intake Form For builds bigger than brochureware — functionality, platforms, success metrics, and budget envelopes, framed 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.