Freelancer Client Project Intake Form - Custom Business Header

Create a polished, branded client onboarding experience with this professional Client Project Intake Form Template.

Designed for freelancers, consultants, creatives and service-based businesses who want to collect essential client and project information while presenting a consistent professional brand.

THIS IS THE CUSTOM COMPANY BANNER VERSION

The entire header area is designed to be replaced with your own company or business banner.

Use your own:

• Company banner

• Business branding

• Logo

• Brand colours

• Business name

• Contact information

This version is ideal if you want your client documents to have a stronger branded business look.

If you prefer a simpler header where you add your business details rather than replacing the entire header with a banner, see the Business Details Header Version.

WHAT'S INCLUDED

✓ 1 complete Client Project Intake Form

✓ 4-page professional template

✓ Client details section

✓ Project overview

✓ Services required

✓ Project goals

✓ Current situation

✓ Project timeline

✓ Budget information

✓ Target audience/competitor information

✓ Sign-off/approval section

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

USE IT FOR

Client onboarding • New client questionnaires • Project intake • Client information collection • Freelance project planning • Service business onboarding • Project discovery

DIGITAL PRODUCT

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

Please review the listing images carefully before purchasing.

IMPORTANT: This listing is specifically for the Custom Company Banner Version.