Freelancer Client Project Intake Form - Editable Business Details Header

Start every new freelance project with a professional, organised client intake process.

This Client Project Intake Form Template is designed for freelancers, consultants, creatives, agencies and service-based businesses who need a professional way to collect important client and project information before work begins.

THIS IS THE EDITABLE BUSINESS DETAILS & LOGO HEADER VERSION

The header is designed for you to add your own business details, such as:

• Business name

• Logo

• Contact information

• Website

• Business details

This version does NOT feature a full-width custom company banner.

If you want to replace the entire header area with your own branded company banner, please see the Custom Company Banner Version of this listing.

WHAT'S INCLUDED

✓ 1 complete Client Project Intake Form

✓ 4-page professional template

✓ Client details section

✓ Project overview section

✓ Services required section

✓ Project goals and requirements

✓ Current situation/project information

✓ Project timeline

✓ Budget information

✓ Target audience/competitor information

✓ Sign-off/approval information

PERFECT FOR

Freelancers • Consultants • Virtual Assistants • Designers • Copywriters • Graphic Designers • Web Designers • Photographers • Marketing Professionals • Social Media Managers • Coaches • Creative Businesses • Service Providers

FILE DETAILS

Size: US Letter — 8.5 × 11 inches

Pages: 4

Product type: Digital template

Physical product: None

WHY USE A CLIENT INTAKE FORM?

A structured client intake form helps you collect essential project information before beginning work, giving you a clearer understanding of your client's needs, goals, requirements and expectations.

Use it as part of your professional client onboarding workflow to help reduce unnecessary back-and-forth communication and keep important project information organised.

DIGITAL PRODUCT

This is a digital product. No physical item will be shipped.

Please review the listing images carefully to ensure you are purchasing the version you want.

IMPORTANT: This listing is specifically for the Business Details Header Version.