About this template
Collect company information, goals, constraints, stakeholders, and timing before kickoff.
Common uses
- Agency onboarding
- Consulting discovery
- Professional services intake
Key features
- Goal discovery
- Stakeholder capture
- Kickoff preparation
What this template asks
Tell us about your company
Long Text
What outcome are you looking for?
Long Text
Who are the key stakeholders?
Long Text · Optional
Is there a target deadline?
Date · Optional
What's the best email for follow-up?
Email
Guides for this template
Frequently asked questions
What does the Client Intake Form collect?
It gathers client contact details, business context, goals, stakeholders, timing, and the information your team needs before starting work.
How does client intake improve kickoff meetings?
Your team receives the core context in advance, leaving more time during kickoff to clarify priorities, decisions, and next steps.
Who should use the Client Intake Form?
It is designed for agencies, consultants, studios, and professional service teams that need a repeatable onboarding process.