Client Intake Form Template

Collect everything you need from a new client before the kickoff call.

About this template

New client work goes sideways when the basics arrive in six different email threads. This client intake form template gives agencies, consultants, law and accounting practices, and other professional services firms one structured place to collect goals, scope, budget, decision makers, and deadlines. Responses sync to your CRM or project tool so the kickoff call starts with strategy instead of data entry.

Agency onboardingConsulting engagementsProfessional services

Fields in this template

Client Intake Form

Company name*
Your answer
Primary contact email*
you@company.com
What are you hoping to achieve?*
Type your answer…
Services needed*
Choose an option
Budget range
Choose an option
Target start date
Choose an option

Submit

Every field is customizable — add, remove, or reorder in the editor.

Why this template

Built to convert from day one.

Scope before the kickoff

Goals, services, budget, and timeline arrive before the first meeting, so the call is about the plan rather than the paperwork.

Scope before the kickoff

Qualify the engagement

Budget and service answers can feed AI qualification, flagging engagements that fit your minimums and routing the rest to a lighter path.

Qualify the engagement

One record, every tool

Responses land in your CRM, Slack, or project tool through workflows, with the full intake attached to the client record.

One record, every tool

Getting started

How to use this template

1
Book a demo and we will set this template up in your workspace.
2
Edit the services list and budget ranges to match what you offer.
3
Add conditional follow-ups for services that need extra detail.
4
Send the link after the contract is signed or embed it in your onboarding email.

FAQ

Frequently asked questions

What should a client intake form include?

Contact details, the outcome the client wants, the services they need, budget range, timeline, and who makes decisions. Keep it under ten questions and use conditional logic for service-specific details.

Can I use different intake forms for different services?

Yes. Duplicate the template per service line, or keep one form and use conditional logic to show questions based on the service the client selects.

Can intake responses create a record in my CRM?

Yes. Each intake lands as a contact in Orbit's built-in CRM with the full intake attached, native integrations pass it to Instantly, Cometly, or Clay, and webhooks cover everything else.

Is client data handled securely?

Yes. Orbit encrypts data at rest and in transit, supports GDPR requests and data retention policies, and lets you delete a client's submissions on request.

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