FREE AGENCY RESOURCE
Client intake
form template.
A short starting point for collecting the details you need to review an enquiry and plan a first conversation.
Plain text · Version 1.0 · Published 2026-11-03
What’s inside
Prompts for the contact, organization, request, timing and an optional indicative budget. It also includes reminders for your team before sharing the form.
How to use it
- Copy and adapt the questions to your services and actual intake process.
- Add your contact details and applicable privacy information.
- Test how enquiries are received and who follows up before sharing.
Do not collect passwords, payment details or identity documents in a general intake form. The free download does not require a newsletter subscription.