TEMPLATES · PROFESSIONAL SERVICES

Client intake form template

Use it before a first call so the call starts with context. Only people who say they were referred are asked who referred them.

Questions in this template

1. Your name · Short answer · required
2. Email address · Short answer · required
3. Company or organization · Short answer
4. What would you like to achieve? · Paragraph · required
5. When would you like to start? · Single choice · required · As soon as possible, Within 1–3 months, Later this year, Just exploring
6. What budget range are you considering? · Dropdown · Under $1,000, $1,000–$5,000, $5,000–$20,000, Over $20,000, Not sure yet
7. How did you hear about us? · Single choice · required · Referral, Search, Social media, Other
8. Who referred you? · Short answer
9. Anything else we should know? · Paragraph

Conditional logic

• If the answer to “How did you hear about us?” is “Referral”, the form goes to “Who referred you?”, skipping the questions in between.
• Any other answer to “How did you hear about us?” goes straight to “Anything else we should know?”.

You can change or remove these rules in the builder’s “Logic jumps” section. Rules only move forward, so the form cannot loop.

Tips

• Send the link when someone books a call, and read the answers before you meet.
• Adjust the budget ranges to match the work you actually take on.

Publishing gives you a share link, response list, completion rate, question-by-question drop-off and CSV or Excel export. Free includes 100 responses a month.

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