Client Intake Form Template

Benefits of Using This Client Intake Form Template

Create Multilingual Forms

Our platform has 130+ languages for you to try on and comes with an inbuilt Google translator. Depending on your client’s preference, you can easily change the language. All you have to do is edit the form in your language and translate it into the client’s language. This way both parties will understand the requirements and move forward with the project.

GDPR Compliant Platform

SurveySparrow is a GDPR-compliant platform. This ensures privacy and security for the information you collect from your clients. The data collected through this client intake form is safe with us. You can promise the same to your clients and increase the response rate.

Mobile Friendly Forms

The mobile responsiveness of the SurveySparrow platform allows you to create mobile-friendly forms. Your clients can easily access the form via their smartphone and fill it out instantly. This will help you to increase the convenience of your clients. The intake process will further become simplified and seamless.

File Upload Feature

Collect important documents and document them for future reference. Use our file upload feature from the builder and add it as a question type. While your clients fill out the form, they can upload the necessary documents even from their phones. Once the form is submitted, you can download the documents and verify them.

Share Using Website Embed

Share the form using our website embed feature. Choose pop-up, inline, or chat-like embed according to your choice. Embed it directly into your website’s homepage or services page. When users visit your webpage the form will pop up and they can simply add their details. This feature can also increase the customer trust in the process.

Printable Client Intake Form Template

Create printable intake forms for manual outreach purposes. This is easy! Once you are done designing the template, export it into PDF. You can choose different orientation and size options from the drop-down for better presentation. Add your company logo in the footer using higher pricing plans.

Try this client satisfaction survey template

Everything there is to know about client intake form template

When associates try to close deals with potential clients, not all are successfully converted. This is where the role of a client intake form comes into play. 

What are client intake form templates?

A client intake form template is a set of sample questionnaires or data points that a company or an agency asks before onboarding its clients. The form usually seeks information regarding various aspects of the client, which can vary from their basic personal and business background to intricate details such as prospects’ needs, interests, and pain points. 

Who uses the client intake form template?

Client intake forms are used by a vast variety of organizations and individual contractors, spanning various industry sectors and practices. Some of the areas would include medical industries, law firms, accountants, and other kinds of companies or business people who have to deal with clients on a regular basis and accordingly can draw benefit from leveraging this kind of document.

How to share this client intake form template?

You can share this form via a unique weblink, website embed, QR code embed, WhatsApp, SMS, or social sharing options. 

What information should I ask using this template?

Based on the nature of the business and also the type of client, the details that are to be filled in a form might vary. Overall, the following is a basic blueprint of what details are required to be included in a client intake form.

1. Fundamental contact and company information
2. A brief description of the client’s business
3. The challenges the client currently faces
4. Goals of the client
5. Budget information
6. Overview of competitors
7. Any other information or questions that might not have been covered