Client Intake Form Template

If your business is providing professional services, you might be looking to create a client intake form to use in your onboarding process. We created this form template so you could get started in just a few clicks — simply hit that "Use this template" button.

A client intake form is a type of questionnaire that you share with your customers at the very beginning of your working relationship with them. You might be looking to ask them all kinds of questions:

  • Questions about their business, customers, company history (if that's relevant).
  • Questions about their budgets, communication preferences, project deadlines.
  • Collect project-information and visual assets from them.
  • If that's a returning customer, feedback on your previous work and things to improve moving forward.

Make sure that your client intake forms are well-structured, concise, informative, and easy to understand. Paperform makes sure that your forms look great on all devices and screen sizes — and so you don't have to worry about that part.

Once your client intake form is live, you can either share it with your customers via a direct link or embed it on your website (in that case, it could also serve you as a lead generation form).

If you have any questions about client intake forms or Paperform, don't hesitate to contact our team through the chat bubble in the bottom right corner.