Intake template
A free client intake form template that gets the brief right first time
New clients fill in one short form with everything you need to start: who they are, what they want, by when, their brand files and their budget. Try it below as your client would, then copy it into your account.
Free plan, no card. Copy it into your account and edit anything.
Try the Client Onboarding Intake form
Live demo: nothing you type is sent or saved
Change the project types, budget bands (in dollars in the template), questions and ending in the builder. File uploads work on every plan; the largest file and the storage you get depend on the plan.
What this template does
- Splits the questions over short pages: contact details, then the project, then brand files, then budget.
- Asks the kind of project, the goals and the timeline, so you know what you are quoting for.
- Collects brand files (logo, style guide, past work) with a file upload.
- Clients in a rush skip the upload page and go straight to budget; they can send files later.
- Ends with a confirmation that tells the client what happens next.
The questions (9)
- 1. Your name
- 2. Company name
- 3. Best email for project updates
- 4. What kind of project is this?Brand identity, Website design/build, Marketing campaign, Ongoing retainer, Other
- 5. What are you trying to achieve with this project?
- 6. What's your timeline?Rush (this week), 2-4 weeks, 1-3 months, Flexible
- 7. Upload existing brand assets (logo, style guide, past creative) (optional)
- 8. Approved budget rangeUnder $2,500, $2,500-$10,000, $10,000-$25,000, $25,000+
- 9. Who's the main decision-maker on your side? (optional)
Who it is for
Who this template is for
Agencies
Design, web and marketing agencies onboarding a new client, so the kick-off call starts from a written brief.
Freelancers and consultants
Anyone who keeps chasing the same five details by email before a project can start.
Coaches and studios
Service businesses that need goals, timing and budget from each new client in one place.
After someone submits
What happens to every response
Every template gets the same plumbing as any Formglide form. See exactly what each plan includes on the pricing page.
- All plans
Free bot protection, every plan
Cloudflare Turnstile is included free on every plan, including Free. No paid-plan CAPTCHA upsell.
- All plans
Know which ad each lead came from
Every submission carries utm_source, campaign and any hidden field you pass in: in your results, webhooks and CSV export.
- Pro and Agency
Meta Pixel, Conversions API and GA4
Pixel and GA4 in the browser, plus server-side Conversions API and GA4 lead events on every completed submission, deduplicated with the Pixel.
- Free and up
Your form never shuts off
Free includes 500 responses a month and never switches your form off when you go over. Pro has unlimited responses (fair use). Export your data as CSV on every plan.
Please don't use Formglide for health or other sensitive (special category) data without talking to us first at hello@formglide.io.
Read more
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Make this client onboarding intake yours
Sign up free, pick “Client Onboarding Intake” in your template gallery, and edit anything. The Free plan includes 500 responses a month and never shuts your form off.