Business client intake form
Gather info from your new clients, and organize data automatically
There are a few ways to collect customer information—and most of the old-school ones are pretty time-consuming. We think a simple online form is the fastest, most efficient way to get the job done. Here’s why:
- There’s no need for back-and-forth emails or lengthy phone calls—forms cover everything in one single step, without taking up your team’s time
- With a form, you can gather as much or as little info as you need, so there’ll be no gaps in your records
- Typeform organizes your data logically, so you can export tidy spreadsheets, or integrate with tools for seamless data transfer
Absolutely. All forms provide an embed code that you can add to the HTML of your website. They’re web-responsive, so they’ll fit in with your site’s existing coding and style. They’re mobile-optimized too, which means your clients can complete the form on any device—they don’t have to be sitting at a computer to have a seamless experience.
Get inspired by relevant templates and categories
3200+ Templates, 300+ Integrations
Bank Reference Form
A reference request faxed to a bank branch and left sitting in a queue for weeks isn't the kind of turnaround a landlord or business can wait on. Collect the applicant's signed authorization and the specific details you need confirmed before the request even reaches the bank, so a decision isn't stuck behind a letter that hasn't come back yet.
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Bar Inventory Form
A bottle count eyeballed at the end of a shift and scrawled on a paper sheet doesn't hold up against a pour cost report that says something doesn't add up. Collect what your bar actually needs, item, count, and variance, on a schedule you can actually compare week to week.
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Equipment Inventory Form
Equipment that leaves a storage room in someone's arms, with no note about where it went, doesn't show up again until someone needs it and can't find it. Collect what your team actually needs, item details, condition, and who's got it, every time something moves.
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Maintenance Agreement Form
A maintenance plan agreed to over the phone isn't a contract your service team can actually work from, especially when nobody's sure whether the twice-a-year tune-up was part of the deal. Collect the equipment covered, service frequency, and a signed agreement before the first visit, so your team isn't guessing at scope once they're on-site.
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Incentive Claim Form
A rebate claim mailed in with a stapled stack of receipts isn't the kind of paperwork that gets processed quickly, especially when a required serial number turns out to be missing from page three. Collect proof of purchase, product details, and participant information upfront, so a claim doesn't bounce back for a missing document weeks later.
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Threat Assessment Form
A concerning comment that gets passed from a teacher to a counselor to whoever's free that period loses detail with every retelling. Collect what your team actually needs, what was observed or reported, who was involved, and when, before an important detail gets dropped along the way.
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With Typeform, you can 
customize everything
Change text, colors, and even logos to match the look and feel of your brand. Then embed forms smoothly onto web and email.
Make forms feel effortless to fill out. Pace questions, call people by their name, and adapt the flow based on the data they share.
Stay efficient by connecting forms to your workflow. Typeform integrates with 300+ tools including Slack, Zapier, and HubSpot.
