Is the client intake form template free?

Yes. Every template is free to use. The free plan covers 3 forms and 100 submissions a month, with no credit card required.

What fields are included?

9 fields: Full name, Email, Company, Phone, What do you need help with?, Estimated budget, and more. You can add, rename, reorder or delete any of them.

Do I need to know how to code?

No. You edit the fields in a drag-and-drop builder and publish with one click. Embedding it on your own site is a copy-paste snippet.

Where do the responses go?

Straight to your FormMaker dashboard, where you can read them individually, search across them, or export the lot to CSV. You can also push them to Google Sheets, Slack or Zapier.

Free Client Intake Form Template | FormMaker

Create a free online client intake form. Capture contact details, project scope, budget, timeline and goals so you can qualify and onboard clients fast. No signup required.

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Category: Lead Gen
Fields: 9
Price: Free

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About this template

A client intake form gives freelancers, agencies, and service businesses a professional first touch and everything needed to qualify a new client — contact details, project scope, budget, and timeline. This free template replaces a scattered discovery process with one clear submission, so you can prioritize good-fit leads and walk into the first call already knowing what they need.

Tips for better responses

Ask about budget and timeline early to qualify fit before you invest call time.
Give a roomy scope field — the client's own words are your best brief.
Include 'how did you hear about us' to learn which channels bring your best clients.
Keep it focused; a shorter intake gets more good leads to actually finish it.

What's included

About yousection
Full nameentry
Emailentry
Companyentry
Phoneentry
Your projectsection
What do you need help with?editor
Estimated budgetdropdown
Ideal timelinedropdown
Detailssection
How did you hear about us?dropdown
Anything else we should know?editor

Frequently asked questions

Is the client intake form template free?: Yes. Every template is free to use. The free plan covers 3 forms and 100 submissions a month, with no credit card required.
What fields are included?: 9 fields: Full name, Email, Company, Phone, What do you need help with?, Estimated budget, and more. You can add, rename, reorder or delete any of them.
Do I need to know how to code?: No. You edit the fields in a drag-and-drop builder and publish with one click. Embedding it on your own site is a copy-paste snippet.
Where do the responses go?: Straight to your FormMaker dashboard, where you can read them individually, search across them, or export the lot to CSV. You can also push them to Google Sheets, Slack or Zapier.

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