Start every client relationship with the essentials: goals, scope, budget, and logistics in one structured intake.
Ready to use
Your name
Short Answer
Email address
Phone number
Phone Number
Company / organization
Short Answer
Website or social profile
URL
How did you hear about us?
Multiple Choice
What do you need help with?
Long Answer
What does success look like?
Long Answer
What's your budget range?
Multiple Choice
When do you need this done?
Multiple Choice
Anything else we should know?
Long Answer
A client intake form that makes first calls productive: the project in the client's own words, a definition of success, budget range, and timeline, the four answers that decide whether and how to take the work.
The two questions that earn this form its keep are 'what does success look like' and the budget range. The first forces clarity that many clients haven't articulated yet, and misaligned success criteria are where client relationships go wrong. The second, asked as a range with a 'not sure' escape hatch, saves both sides from three emails of budget dance.
The two-page structure mirrors the intake conversation itself: who you are, then what you need. Everything arrives before the kickoff call, which means the call starts at the interesting part.
It filters more than it scares, and a range with a 'not sure yet' option keeps genuine prospects comfortable while still flagging the mismatched ones early.
Yes. Edit any question, or ask Formly's AI to adapt it ("make this an intake form for a wedding photography business") and it restructures the questions for you.
Push each intake to your CRM or project tool via webhooks, get email notifications instantly, or export everything to CSV.
Not an exact fit? Use this template as a starting point and edit anything, or describe what you need and let Formly's AI adapt it for you.
