# Client intake form template — Formwink

> Client intake form: a form template for Consultancies and professional service firms starting a client relationship.

Source: https://formwink.ai/templates/client-intake-form-template

Templates · Consultancies

# Client intake form

For consultancies and professional service firms starting a client relationship.

Success goal

Reviewed qualified intakes per visitor

[Use this client intake template](/beta?source_page=%2Ftemplates%2Fclient-intake-form-template&intent=client_intake&template=client-intake-form-template)

## What it asks

Problem first, then follow-ups that fit the answer. Branches are shown inline rather than as a separate flow chart.

- 1 What are you trying to achieve, and what is getting in the way?
- 2 Branch: new engagement · ongoing support · second opinion
- 3 What is your situation today (size, stage, who is involved)?
- 4 When does this need to move, and why then?
- 5 Have you worked with a firm like ours before? (optional)
- 6 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.

[Integrations S Slack A structured brief in your channel, with one-tap feedback.](/integrations/slack) [Integrations H HubSpot Send inquiries to HubSpot. Bring their outcomes back.](/integrations/hubspot)

## Keep exploring

[Solutions · For your workflow Client intake form Structure the first conversation so the right clients get a fast, informed reply.](/client-intake-form) [Product Lead qualification Understand which inquiries deserve attention, and why.](/lead-qualification-form-builder) [Templates Studio project inquiry template The Loomwork form: problem-first, branching, service fit before budget.](/templates/agency-client-inquiry)

## Other templates

[Studios & agencies Studio project inquiry Reviewed qualified inquiries per visitor](/templates/agency-client-inquiry) [Studios & agencies Website project brief Briefs complete enough to scope without a discovery call](/templates/website-project-brief) [Consultancies Fractional leadership inquiry Engagements with companies at the right stage](/templates/fractional-leadership-inquiry)

[Use this client intake template](/beta?source_page=%2Ftemplates%2Fclient-intake-form-template&intent=client_intake&template=client-intake-form-template) [All templates](/templates)