Client intake form template

Create a free client intake form in seconds with AI. Customize for SEO, marketing, or web design agencies — share via link or embed on your site.

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Who is this client intake form template for?

This client intake form template is built for SEO consultants, marketing agencies, web design freelancers, and digital consultants who need to streamline their pre-sales discovery process. Perfect for agencies tired of endless email back-and-forth before writing proposals, this template helps you collect structured information about prospects' business goals, budget, timeline, and project requirements in one organized form. Whether you specialize in SEO audits, website redesigns, or comprehensive digital marketing campaigns, you can customize fields to match your specific discovery needs. The form includes essential sections for company overview, service requirements, target audience details, and budget discussions — everything you need to write a tailored proposal. With multi-step pages and professional styling, it creates a polished first impression while capturing the detailed project information that leads to better client relationships. No coding required — just customize the fields for your agency type, share via link or embed on your website, and start collecting organized client information in minutes.

<div class="fields-overview"> <h2>What's included in this client intake form template</h2> <div class="fo-card"> <h3>Company and Contact Information</h3> <p class="card-desc">Collect essential business details and primary contact information for prospect communication.</p> <div class="field-list"> <div class="field-item"> <span class="field-label">Company Name</span> <span class="field-badge badge-basic"> <i class="fal fa-font"></i> Short Text </span> </div> <div class="field-item"> <span class="field-label">Website URL</span> <span class="field-badge badge-basic"> <i class="fal fa-globe"></i> URL </span> </div> <div class="field-item"> <span class="field-label">Primary Contact Person</span> <span class="field-badge badge-basic"> <i class="fal fa-font"></i> Short Text </span> </div> <div class="field-item"> <span class="field-label">Email Address</span> <span class="field-badge badge-basic"> <i class="fal fa-envelope"></i> Email </span> </div> <div class="field-item"> <span class="field-label">Phone Number</span> <span class="field-badge badge-basic"> <i class="fal fa-phone"></i> Phone Number </span> </div> </div> </div> <div class="fo-card"> <h3>Project Requirements and Goals</h3> <p class="card-desc">Capture detailed service needs, business objectives, and target audience information for accurate proposal development.</p> <div class="field-list"> <div class="field-item"> <span class="field-label">Services You're Interested In</span> <span class="field-badge badge-choice"> <i class="fal fa-check-square"></i> Multiple Choice </span> </div> <div class="field-item"> <span class="field-label">What are your primary business goals for this project?</span> <span class="field-badge badge-basic"> <i class="fal fa-align-left"></i> Long Text </span> </div> <div class="field-item"> <span class="field-label">What are your current marketing/website challenges?</span> <span class="field-badge badge-basic"> <i class="fal fa-align-left"></i> Long Text </span> </div> <div class="field-item"> <span class="field-label">Who is your target audience?</span> <span class="field-badge badge-basic"> <i class="fal fa-align-left"></i> Long Text </span> </div> <div class="field-item"> <span class="field-label">Who are your main competitors?</span> <span class="field-badge badge-basic"> <i class="fal fa-font"></i> Short Text </span> </div> </div> </div> <div class="fo-card"> <h3>Budget and Timeline Planning</h3> <p class="card-desc">Gather budget expectations, project timeline preferences, and previous agency experience to scope proposals accurately.</p> <div class="field-list"> <div class="field-item"> <span class="field-label">Monthly Budget Range</span> <span class="field-badge badge-choice"> <i class="fal fa-caret-square-down"></i> Dropdown </span> </div> <div class="field-item"> <span class="field-label">Preferred Project Timeline</span> <span class="field-badge badge-choice"> <i class="fal fa-caret-square-down"></i> Dropdown </span> </div> <div class="field-item"> <span class="field-label">Have you worked with an agency or consultant before?</span> <span class="field-badge badge-choice"> <i class="fal fa-dot-circle"></i> Single Choice </span> </div> <div class="field-item"> <span class="field-label">What tools/platforms do you currently use?</span> <span class="field-badge badge-basic"> <i class="fal fa-align-left"></i> Long Text </span> </div> <div class="field-item"> <span class="field-label">Any additional information or questions?</span> <span class="field-badge badge-basic"> <i class="fal fa-align-left"></i> Long Text </span> </div> </div> </div> </div>

FAQ

What is a client intake form?

A client intake form is a structured questionnaire sent to prospects before writing a proposal or conducting a discovery call. It collects essential business information, project goals, budget range, and service requirements, allowing agencies and consultants to prepare tailored proposals instead of conducting lengthy email exchanges.

What fields should a client intake form include?

Essential fields include company name, website URL, contact information, services needed, primary business goals, current challenges, target audience, budget range, and project timeline. For SEO agencies, add current traffic and competitor information. Marketing agencies should include existing tools and previous campaign experience.

Can I customize this client intake form template?

Yes, this template is fully customizable through natural language commands. Add industry-specific fields, modify questions for your service offerings, adjust the multi-step flow, change colors and fonts to match your brand, and integrate with Google Sheets or HubSpot for automatic response collection.

Is this client intake form template free to use?

Yes, this client intake form template is completely free to use with unlimited responses and submissions. No credit card required to get started. You can customize, share via link, embed on your website, and collect client information immediately. Paid plans add integrations and remove the Weavely branding.

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