Client Consultation Form Template

Benefits of this client consultation form template

With SurveySparrow, this client consultation form template gets transformed into an effective tool to manage clients’ basic information. Features like conversational UI, QR code sharing, multiple formats, google sheet integrations, and others make it more than just a consultation form.

Conversational UI

Add emojis, gifs, interactive messages, pictures, and videos to your client consultation form to make it conversational. Use pictures, and gifs, from the built-in Unsplash and Giphy library. These features make the form filling experience better for your clients.

Personalize the form

Make the form concise and give a touch of personalization with skip/display logic. Make the form fields appear based on the previous response. This makes the form concise avoiding asking unnecessary details. Use custom params to call clients by their names in the form.

QR Codes

To collect online consultation requests, display QR codes on your promotional materials like pamphlets, brochures, posters, etc. Clients can simply scan the QR codes and access the form on their mobile phones. Make it very easy for the clients to place requests.

Mobile Friendly

Clients can fill out the form on any device, be it smartphones, desktops, laptops, or any kiosk. The responsive design adjusts itself to the screen size giving them a seamless experience. With CSS customization features, you can further add responsive custom elements in the background.

Google Sheets Integration

Connecting the form with Google Sheets helps you to gather all information in a single sheet on a real-time basis. This helps with better data organization and segmentation using Google Sheet features. You can access the sheet in the integration tab itself.

Who can use this client consultation form template?

Health & Wellness Professionals

For therapists, nutritionists, or personal trainers, understanding a client’s history, goals, and concerns is paramount. The Client Consultation Form Template aids in capturing these details, ensuring tailored wellness plans, therapy sessions, or workout regimes that cater to individual needs.

Try this Spa Client Intake Form Template

Legal & Financial Advisors

Clients seeking legal or financial advice come with unique cases and requirements. The template facilitates the capture of essential details, from case histories to financial goals. This ensures advisors can provide informed guidance, tailored strategies, and foster client trust.

Try out Law Firm Client Intake Form Template

Beauty & Cosmetic Clinics

For beauty salons, spas, or cosmetic clinics, client preferences and medical histories are crucial. The Consultation Form Template assists in gathering information on skin types, past treatments, allergies, and desired outcomes. This ensures safe and satisfactory treatments, enhancing client loyalty.

Try this Fitness Client Intake Form

Design & Creative Agencies

Clients approaching design or creative agencies often have specific visions for their projects. The template aids in capturing these visions, preferences, brand guidelines, and project objectives. This ensures that the final deliverables align with client expectations, fostering repeat business and referrals.

How to use this client consultation form template?

Here is the simple four step process to effectively use this client consultation form template

Step 1: Sign in to SurveySparrow

Click on “Use this template” button, and create an account in SurveySparrow. This template will open in your builder.

Step 2: Customize

With our easy-to-use drag-and-drop builder, customize this sample to suit your needs. Add or remove questions, change the colors to match your brand, reframe the content with AI, use advanced CSS editor to code responsive elements.

Your client consultation form will be ready in minutes!

Step 3: Integrate with Third Party Apps

SurveySparrow supports 20+ native integrations like Google Sheets, Mailchimp, Hubspot etc, and 1000+ through Zapier. Create workflows to streamline consultation request management, by exporting form entries into spreadsheets.

Step 4: Share with your clients

Share your consultation form with your prospective clients through different channels to reach them better. Collect consultation details through Emails, SMS, WhatsApp, webpage embeds, mobile apps, QR codes, and more.

FAQs about this client consultation form template

Can I download a PDF of this sample client consultation form?

Yes, after customizing the template you can download a pdf client consultation form. Choose from portrait and landscape options. Add your organization’s logo. Printable forms help you to collect details within your office premises through a traditional approach.

Can I collect the digital signatures of my clients in this form?

Yes, clients can complete the form by either drawing their signatures or uploading a digital one within the form. They can simply drag and drop the signature file onto the field. This feature helps you to collect online consultation requests.