CLIENT INTAKE FORM — DIGITAL AGENCY
Template version 1.0 | Adapt before use

PURPOSE
Use this template to collect the minimum information needed to review an enquiry and decide the next step. Customize it for your services and your applicable privacy notice before sharing it.

CONTACT
Name: __________________________________________
Work email: _____________________________________
Preferred way to be contacted (optional): ________

ORGANIZATION
Company / organization: __________________________
Website, if available: ____________________________

THE REQUEST
What would you like help with?
_________________________________________________
_________________________________________________

What outcome are you hoping to achieve?
_________________________________________________
_________________________________________________

TIMING
When would you like the work to start, if known?
_________________________________________________

BUDGET (OPTIONAL)
Indicative budget or range, if you wish to share it:
_________________________________________________

ADDITIONAL DETAILS (OPTIONAL)
What else would help us prepare for a first conversation?
_________________________________________________
_________________________________________________

IMPORTANT
Do not include passwords, payment details, identity documents, or other sensitive information in this form. If access or files are needed later, agree on a secure method with the agency.

FOR THE AGENCY BEFORE USING THIS TEMPLATE
- Add your actual contact method and a link to your applicable privacy notice.
- Explain who receives the information, why, how long it is kept, and how the sender can contact you about it, as applicable.
- Ask only for information you need, and mark optional fields clearly.
- Use the completed form to respond to this enquiry. Any newsletter subscription must be a separate, voluntary choice.
- Assign an internal owner for review and record the next action in your approved system.
- Test the form and its receipt process before sharing it; do not promise a response deadline until your team has agreed to one.