Client intake form template

*Ready to get that project rolling?**Before we start, what’s your name?*

First name

*Can we grab your email **{{field:6757c8cb-e200-4fe3-97ba-b7d4e74a1038}}**?*We’ll send your project offer here.*And your phone number?*Skip this if you’d rather we didn’t call.

Phone number

*That’s everything, **{{field:6757c8cb-e200-4fe3-97ba-b7d4e74a1038}}**! We’ll be in touch soon.*

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Client intake form FAQs:

If you freelance or work in an agency, you’ll know how time-consuming the client intake process can be. There are back-and-forth questions, umming and ahhing from both sides, and in the end, a lot of lost time.

This client intake form takes the legwork out of your intake process. Got someone who wants to work with you? Great—send them the intake form directly and get all the info you need right away. Or you could even embed the form in your own website, so they won’t need to reach out to you first.