Consulting Client Intake Form
Consultants, coaches and advisers can send this intake form before a first session. It collects the client's situation, goals, past attempts and decision process, so the first meeting starts with understanding rather than background questions.
- 13 questions
- About 6 minutes for your client
- No account needed to fill it
The 13 questions, and why each one matters
Every question earns its place. Here's what each one tells you before you quote.
About you
- 1
Full name*
Short answer
Why ask: So you know who you're dealing with and can address them properly in your proposal.
- 2
Email address*
Email
Why ask: Where you'll send the quote, contract and updates.
- 3
Phone / WhatsApp number
Phone
Why ask: Most clients reply faster on WhatsApp than email, especially for quick approvals.
- 4
Business or brand name
Short answer
Why ask: Lets you look up their current website and social pages before your first call.
Your situation
- 5
Your role and company
Short answer
Why ask: Context on the role and company helps you tailor your advice.
- 6
What challenge would you like help with?*
Paragraph
Why ask: The core problem becomes the focus of your first session.
- 7
What have you already tried?
Paragraph
Why ask: Avoids repeating ideas that already failed, and shows what the client has learned.
- 8
What would a great result look like in 3-6 months?*
Paragraph
Why ask: A clear outcome gives you both a way to measure progress.
- 9
Who else is involved in the decision?
Short answer
Why ask: Knowing the decision-makers early avoids proposals that stall.
Working together
- 10
How would you like to work together?
Multiple choice (one)
- One-off session
- Short project
- Ongoing monthly support
- Not sure yet
Why ask: Shows which offer or package to propose.
- 11
Preferred meeting format
Multiple choice (one)
- Video call
- Phone call
- In person
Why ask: Small, but it saves a round of messages.
Budget and timeline
- 12
What budget range are you working with?*
Multiple choice (one)
- Under ₦100k
- ₦100k - ₦500k
- ₦500k - ₦2m
- Above ₦2m
Why ask: Ranges are easier for clients to answer than an exact number, and they tell you straight away which package to quote.
- 13
Anything else we should know?
Paragraph
Why ask: Catches deal-breakers early: tight deadlines, bad past experiences, or other people who need to approve the work.
How to use this template
- Step 1
Add it to your forms
Create a free account. The template is copied into your dashboard, ready to share.
- Step 2
Make it yours
Change the budget ranges to your prices, remove what you don't need and add your own questions.
- Step 3
Send one link
Paste the link into WhatsApp, email or a DM. Answers arrive in your dashboard with an alert.
See it as your client will
This is the form your client fills. Submitting is turned off in this preview.
Questions about this template
Is this consulting client intake form free?+
Yes. Create a free Formtified account, add the template to your forms and share it. Templates don't use AI credits, and responses are unlimited.
Can I change the questions?+
Yes. Edit, reorder or remove any question, change the answer options (for example, to your own budget ranges) and add your own questions before you share it.
Does my client need an account to fill it?+
No. Your client opens the link, fills the form on any phone or computer and taps Submit. You get an in-app and email alert, and the answers land in your dashboard.
Can AI write a version for a specific project?+
Yes. Describe the project in a sentence and Formtified AI asks a few quick questions, then writes a questionnaire for that exact project. Each AI form uses one credit, and you get 20 free when you sign up.