Lead Magnet Client Intake Form

Professional onboarding = higher client trust.

If you’re still DM’ing back and forth to ask new clients “What’s your business name again?” — this one’s for you.

This done-for-you Client Intake Form Template helps you collect all the important details from your leads and clients — professionally, efficiently, and without overwhelming them.

Whether you’re a service provider, freelancer, or digital product seller, you can plug this template into your Google Forms or Typeform today and start onboarding with confidence.

What’s Inside:

✅ A ready-to-copy Client Intake Form (Google Form format)

✅ Pre-written questions that help you collect business name, brand voice, goals, pain points, links & more

✅ Suggestions to personalize based on your offer or industry

✅ Bonus follow-up message you can use after form submission

Why You’ll Love It:

✔ Saves time with every new client

✔ Helps you look polished + pro from the first interaction

✔ Aligns your client’s needs with your service offer

✔ Great first step in a smooth funnel process

🎁 Perfect for:

• Funnel builders
• Designers
• Coaches
• Course creators
• Social media managers
• Freelancers + VA's

🛠 Format: Google Form Template (fully editable)

💌 Instant access after download