Consulting Service Intake Form

Streamline Your Consulting Intake with Paperform

Whether you're a management consultant, business strategist, or specialized advisor, this Consulting Service Intake Form helps you gather everything you need to deliver exceptional client outcomes from the very first conversation.

This template is designed for consulting firms, independent consultants, and professional services providers who need to understand their clients' business challenges, goals, and context before jumping into a discovery call or proposal. Instead of scattered email exchanges and incomplete information, you'll capture structured details about company size, industry, specific challenges, and desired outcomes—all in one professional, on-brand form.

Why This Template Works for Consultants

For small consulting firms and solo practitioners, time is your most valuable asset. This intake form helps you qualify leads, prepare tailored proposals, and show up to every consultation fully briefed. By understanding the client's situation upfront, you can position your services more effectively and close more engagements.

The form captures:

• Business challenge descriptions so you understand what's keeping them up at night
• Industry and company size to contextualize their challenges
• Desired outcomes and goals so you can align your solutions to their success metrics
• Availability preferences to streamline scheduling without the back-and-forth

Automate Your Consulting Workflow

Once a potential client submits this form, you can use Stepper to automatically route the information to your CRM, send a personalized follow-up email, create a calendar invitation based on their availability, and even generate a preliminary proposal document—all without lifting a finger. This means you spend less time on admin and more time delivering high-value strategic advice.

For consultants who need to formalize agreements quickly, you can connect this intake form to Papersign to automatically send engagement letters or service agreements for eSignature once you've agreed on scope and terms.

Built for Professional Service Providers

This template is ideal for:

• Business consultants helping SMBs scale and optimize operations
• Strategy consultants working with leadership teams on growth and transformation
• Marketing and sales consultants offering specialized expertise
• HR and organizational development consultants addressing people challenges
• IT and digital transformation consultants guiding technology decisions

Paperform's professional design capabilities mean your intake form can match your brand perfectly—reinforcing credibility from the first touchpoint. Use conditional logic to ask follow-up questions based on industry or challenge type, and set up custom confirmation emails that include your calendar link, onboarding resources, or case studies relevant to their situation.

Start capturing better client information today and turn more inquiries into engaged, well-qualified consulting projects.