Templates · Consultancies
Client intake form
For consultancies and professional service firms starting a client relationship.
Success goal
Reviewed qualified intakes per visitor
What it asks
Problem first, then follow-ups that fit the answer. Branches are shown inline rather than as a separate flow chart.
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
Qualification criteria
These are the fit checks. Everything else is for the brief, and unknown answers stay unknown.
- Problem within the firm’s services
- Situation in the ideal-client profile
- Timing realistic
What happens next
Brief to Slack or HubSpot with fit read; plain confirmation to the client; owner replies within one business day.
What could be learned
Which stated problems become engagements, and whether the optional history question changes completion.
Could be — not will be. Learning needs your reviews and recorded outcomes.
Put this form to work
Where the completed form goes. Method, direction and availability are stated separately on every connector.
Keep exploring
Solutions · For your workflow
Client intake form
Structure the first conversation so the right clients get a fast, informed reply.
Product
Lead qualification
Understand which inquiries deserve attention, and why.
Templates
Studio project inquiry template
The Loomwork form: problem-first, branching, service fit before budget.