5 free client intake form templates for agencies and freelancers

Client intake is where scope creep begins or ends. A good intake form replaces scattered emails with one structured conversation — and scores which enquiries are worth a call.

Client onboarding intake

Use the client onboarding intake pattern: goals, timeline, budget band, stakeholders, and how they found you.

Project brief intake

The project brief intake collects deliverables and constraints before you write a proposal.

Coaching and consulting intake

See coaching client intake and the broader client intake use case. Score readiness, not just interested.

Agency discovery call prep

The agency discovery call template qualifies fit before calendar links go out — pair with AI lead scoring.

Legal, health, and regulated intake

Collect only what you need; disclose retention. For GDPR basics see the GDPR forms guide and industry pages.

How to run intake in FormHouse

Clone a template, turn on scoring with a plain-English rubric, connect Slack or Sheets, and embed on your site via embed guides.

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Sign up, or generate a custom intake with the AI form builder.