About this template
The Client Onboarding Intake template is a ready-to-use client intake form for teams that want professional data collection without starting from a blank page. Collect the essentials for a smooth new-client handover. It includes about 5 questions covering What is your full name?, What is the best email address for you?, What is your company or organisation called?, What would you most like to achieve?, and How would you prefer us to contact you?.
Who it's for
Consultants, clinics, coaches, and professional services that need complete context before the first meeting.
Questions included
- What is your full name? · required
- What is the best email address for you? · required
- What is your company or organisation called?
- What would you most like to achieve? · required
- How would you prefer us to contact you?
Why build this in FormHouse
One-question-at-a-time UX gets higher completion on long intakes. AI summarizes open answers so your team reads themes, not walls of text. Pipe answers into follow-ups and route hot clients instantly.
How to use this template
- Open the Client Onboarding Intake template and click “Use this template” (or generate a close variant with AI).
- Customise questions, branding, and logic so the form matches your offer and ideal respondent.
- Optional: turn on AI lead scoring, connect Google Sheets or Slack, and add payments if you collect deposits.
- Publish and share the link, or embed the form on your site.
FAQ
- What is a client onboarding intake form?
- Collect the essentials for a smooth new-client handover. Use it as a starting point, then customise branding, logic, and integrations in FormHouse.
- Who should use this client intake form?
- Consultants, clinics, coaches, and professional services that need complete context before the first meeting.
- Can I customise this template?
- Yes. Duplicate it into your workspace, edit every question, add conditional logic, payments, or AI scoring, and publish on a FormHouse URL, custom domain, or embed.
- Is this template free to use?
- Yes. FormHouse includes unlimited forms and unlimited responses on fair use. AI lead scoring has a free monthly allowance; Pro unlocks higher AI limits and removes more branding limits depending on your plan.
- How is FormHouse different for intake forms?
- One-question-at-a-time UX gets higher completion on long intakes. AI summarizes open answers so your team reads themes, not walls of text. Pipe answers into follow-ups and route hot clients instantly.
- Can I embed this form on my website?
- Yes. Embed inline, as a popup, slider, or full page. Platform guides cover WordPress, Webflow, Framer, and Squarespace.