Client intake form template. Professional onboarding.
Replace a 30-minute discovery call with a structured async form. Collect project goals, budget range, timeline, existing assets, and communication preferences — all before your first meeting.
Stop repeating yourself in every discovery call
Save 30 min per client
Clients complete the form before your first call. You arrive prepared with their budget, timeline, and goals already in hand.
Collect files upfront
Clients attach logos, briefs, and reference materials directly in the form. No more back-and-forth email threads to gather assets.
Branded with your identity
Add your logo, colours, and custom domain. Clients see your brand, not FormflowX — especially on Pro ($15/mo).
Conditional logic included
Show different follow-up questions based on budget or project type. A $500 project needs different info than a $50k one.
All responses in one place
Every submission flows into a Google Sheet automatically. Filter by budget, project type, or date to manage your pipeline.
Share anywhere
Add the link to your website's "Work with me" page, your email signature, or your proposal documents.
Common questions
What is a client intake form?
A client intake form collects structured information from a new client before you start working together — their project goals, budget, timeline, communication preferences, and any existing assets. It replaces or shortens the discovery call and ensures you have everything you need to scope the work accurately.
Can clients upload files in this form?
Yes. FormflowX supports file uploads on all plans. Clients can attach brand guidelines, existing designs, reference images, or any other documents. Free plan supports up to 10MB per file; Pro supports up to 50MB.
Can I add my own questions?
Completely. All questions in the template are fully editable — change the text, add new questions, remove ones that don't fit your service, and reorder them. You can also add conditional logic to show different questions based on earlier answers (e.g. only ask for a brand brief if they selected "Yes, I have existing assets").
Can I use this as a freelancer or agency?
Yes — this template is designed for both. Freelancers can use the free plan to collect up to 100 client intakes per month. Agencies with multiple clients and a high volume of submissions will benefit from Pro or Business, which remove branding and support higher response limits.
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Free forever. No credit card. Takes 3 minutes to customise and publish.