Business
Client intake Template
The questions worth asking before a first appointment, with room for what they say.
Four steps
How to print a client intake
- 1
Start from this form
Opens on the client intake: Client, Date, Contact, Email, Phone, What they want doing and the rest.
- 2
Put your own heading on it
Replace "Client Intake Form" with a name, a business or a date range.
- 3
Set the row height
12 rows at 6 mm fits more in; 14 mm suits a form filled in by hand.
- 4
Print or save as PDF
How they found you is the line to get right.
Who prints this
Anyone whose first meeting with a customer decides the job: a therapist, a designer, a groomer, a trainer. It is filled in once and referred to for the length of the relationship, so it is worth more space than it seems to need.
The field that decides whether it works
How they found you. It is the one line people skip and the only one that tells you where the next customer will come from, so it is worth asking out loud rather than leaving them to write it.
Why it is laid out this way
Contact details are boxed fields and everything about the work is open lines, because the first sits still and the second never fits the space you would have given it. Budget and timing get fields of their own, since they are the two answers that stop being asked once the conversation turns friendly.
What is on the sheet
7 sections, in this order: Client, Date; Contact, Email, Phone; What they want doing; What success looks like to them; Budget, Deadline, Decision maker; Anything already tried, and why it did not work; a note. Set the row height anywhere between 6 and 14 mm across its 12 ruled rows, put your own heading at the top, and find the client intake alongside 3 other forms on the invoice and receipt forms page.
Answers