Freelance Client Intake Form
A general-purpose intake form for any freelance service. It qualifies new enquiries by collecting the project, goals, timing, budget and how they found you, before you agree to a call.
- 12 questions
- About 5 minutes for your client
- No account needed to fill it
The 12 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 project
- 5
Which service are you interested in?*
Multiple choice (one)
- Design
- Development
- Writing
- Marketing
- Video/photo
- Consulting
- Other
Why ask: Routes the enquiry and tells you which follow-up questions to ask. Edit the options to match your services.
- 6
Tell us about your project*
Paragraph
Why ask: Their own description shows how clear their needs are.
- 7
What does success look like for you?
Paragraph
Why ask: Shows the outcome they're paying for, which shapes your proposal.
- 8
Have you worked with a freelancer before?
Multiple choice (one)
- Yes, it went well
- Yes, it didn't go well
- No, this is my first time
Why ask: First-time clients may need more guidance on how the process works.
- 9
When would you like to start?
Multiple choice (one)
- Immediately
- Within a month
- In 1-3 months
- Just exploring
Why ask: Separates urgent projects from people still exploring.
- 10
How did you hear about us?
Multiple choice (one)
- X (Twitter)
- Referral
- Other
Why ask: Shows which channels bring you clients, so you know where to spend your time.
Budget and timeline
- 11
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.
- 12
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 freelance 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.