Solutions · For your workflow
A client intake form that starts the relationship well.
Client intake is the first structured conversation. Done well, it gathers what you need to reply intelligently, shows the client you understood them, and tells you whether this is a fit. Done badly, it is a wall of required fields nobody on your side reads.
What a good intake form asks
Start with the problem, not the paperwork: what the client is trying to achieve and what is getting in the way. Follow with context that changes your reply — situation, timing, who is involved — and end with the details you actually need to respond. Anything that doesn’t change your reply is optional or gone.
See the form.
Consultancies and professional service firms starting a client relationship. Goal: Reviewed qualified intakes per visitor.
Qualification signals
- Problem within the firm’s services
- Situation in the ideal-client profile
- Timing realistic
What are you trying to achieve, and what is getting in the way?
Branch: new engagement · ongoing support · second opinion
What is your situation today (size, stage, who is involved)?
When does this need to move, and why then?
Have you worked with a firm like ours before? (optional)
Name, company, work email
What happens next
Brief to Slack or HubSpot with fit read; plain confirmation to the client; owner replies within one business day.
What Formwink could learn
Which stated problems become engagements, and whether the optional history question changes completion.
Why fit belongs in intake
Most firms know their ideal client but check fit in their heads after reading the submission. Formwink makes the criteria explicit, so each intake arrives with a fit read: what matched, what didn’t, what is still unknown. Once the inquiry is structured, Formwink can help qualify the lead and send a readable summary to Slack or HubSpot. Nothing is rejected automatically; the read helps the human reply faster.
What the form learns
Your reviews are the record. Over time, Formwink shows which intake answers preceded the clients you marked qualified, and suggests changes as observations to test — never as silent edits.
Common questions
What should a client intake form include?
The problem in the client’s own words, the outcome they want, their situation today, the timing and what is driving it, an optional budget range, who else approves, and enough contact detail to reply. Anything beyond that should earn its place — every extra field costs completions.
How is this different from a contact form?
A contact form’s job ends when the message is stored. An intake form is the first half of a scoping conversation: it collects the context that would otherwise take three emails, and it arrives structured enough that someone can reply specifically.
Can I send intake responses to Slack or HubSpot?
Both are designed connectors. HubSpot is two-way by design — the inquiry goes out, and recorded qualification and deal-stage outcomes come back, which is the half that makes learning possible. See Slack and HubSpot for method, direction and current availability.
Is there a template to start from?
Yes — the client intake form template ships with the questions, the qualification criteria and a stated goal. Onboarding adapts it to your services before you publish anything.
Put this form to work
Every connector states how it connects, which way data moves, and whether it exists yet — three separate facts.
Keep exploring
Templates
Client intake form template
A first-conversation form for consultancies and service firms, with fit criteria attached.
Product
Lead qualification
Understand which inquiries deserve attention, and why.
Solutions · For your workflow
Project inquiry form
Ask about the problem first, branch on the answer, and know which projects fit before the call.
Build my client intake form
Formwink is in beta. Everyone who applies gets an invite — fit only orders who we talk to first.