Client Intake Form

Description:

This Client Intake Form helps you collect the right information from the start — before confusion, scope creep, or misalignment sets in.

Designed for consultants, service providers, and small businesses, this template standardizes how you onboard new clients so nothing important is missed and expectations are clear on both sides.

Use it to:

• Gather essential business and contact details
• Clarify services, goals, and priorities
• Reduce back-and-forth emails
• Start every client relationship with structure and clarity
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Best for:

• Service-based businesses
• Consultants and freelancers
• Anyone tired of messy onboarding

You will receive a fillable PDF you can reuse for every new client.