Templates Business Operations Intake Form Template

Intake Form Template

Use This Template
Please enable JavaScript in your browser to complete this form.
Client Name

Client Information

Work Address

Client Questionnaire

This client intake form template allows you to gather client information to see if your business would be a good fit for them. Use the template as a questionnaire to gather feedback at the start of your working relationship to outline a strategy to fit the client’s requests.

Who Uses a Client Intake Form?

Lots of industries use this type of intake form: Law and accounting firms, medical institutes, real estate and advertising agencies – basically anyone who deals with clients.