# Client Intake Form Template

> Start every client relationship with the right context.

Collect company information, goals, constraints, stakeholders, and timing before kickoff.

Canonical: https://reuily.com/templates/client-intake-form
Use this template: https://reuily.com/form/from-template/client-intake-form
Collections: Requests & Intake, Agencies, Professional Services, Operations
Last updated: 2026-10-06

## Questions

- Question 1: Tell us about your company (Long Text, required)
- Question 2: What outcome are you looking for? (Long Text, required)
- Question 3: Who are the key stakeholders? (Long Text, optional)
- Question 4: Is there a target deadline? (Date, optional)
- Question 5: What's the best email for follow-up? (Email, required)

## Common uses

- Agency onboarding
- Consulting discovery
- Professional services intake

## Key features

- Goal discovery
- Stakeholder capture
- Kickoff preparation

## 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.