01
Branch by service
A dropdown at the top routes each service to a section with only its questions. A retainer and a one-off project need almost nothing in common.
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Client Intake Form
A client intake form is the difference between a project that starts and a project that starts twice. It collects scope, budget, timeline, decision-makers, and the assets and access you will need. Before the kickoff call rather than during the second week.
Not a stock template. Build it in a few minutes from a blank form, or describe it and let AI draft the questions on a paid plan.
The reason intake forms fail is that they get written for the agency, not the client. Nobody can answer "what are your KPIs?" cold. Ask what they want to happen, in their words, and translate it yourself.
When to use a client intake form
- Agency and freelance onboarding after a contract is signed
- Professional services (legal, accounting, consulting) first-appointment intake
- Any project where you have chased the same five details by email twice
- Handover from sales to delivery, so nothing is retold
Example questions
What to put on the form.
A starting point, not a rulebook: every question below is a real Questionful question type, and all of them are editable once the form is in your account.
| Question | Question type |
|---|---|
| Which service are we starting? The branching question, each service needs different details | Dropdown |
| Company name and website | Short answer |
| Who is our main point of contact? | Short answer |
| Who signs things off? Not always the same person | Short answer |
| What does success look like in six months? | Paragraph |
| What is the deadline, and what drives it? | Date |
| Which of these do you already have? Brand assets, analytics access, copy, domain | Checkboxes |
| Upload anything relevant Paid plans, brand guidelines, existing contracts | File upload |
| How do you prefer to communicate? | Multiple choice |
How Questionful helps
Building it, step by step.
02
Ask for access as a checklist
Checkboxes for the accounts and assets you need turn a vague "we will send those over" into a list you can chase against.
03
Take the files with the answers
A file upload question collects brand guidelines and existing material inline, filed with the response rather than scattered across an inbox.
04
File it and notify delivery
Email the project lead on submission, and let the Google Drive integration keep a PDF of the intake with the project folder.
Tips
What makes the difference.
- Send it with the signed contract, not a week later. Momentum is highest on day one.
- Ask who signs off separately from who you talk to daily, that gap causes most revision rounds.
- Never ask a question you would not read the answer to at kickoff.
- Give the client the emailed copy; it becomes the brief you both refer back to.
- Review the "other" answers quarterly. They tell you which service option is missing.
FAQ
Client Intake Form questions.
What should a client intake form ask?
Service, contacts including who signs off, the outcome in the client's own words, the deadline and what drives it, and a checklist of assets and access you need. Everything else can wait for the call.
Can clients attach files?
Yes on paid plans, up to 25 MB per file. Uploads are stored on EU infrastructure and downloaded through signed links. The free plan does not accept respondent uploads.
Can one form handle several services?
Yes. A dropdown routes each service to its own section, so a retainer client never sees the one-off project questions.
Can the intake create a project automatically?
Indirectly: every submission POSTs as JSON to Zapier, Make, or your own endpoint, and any of those can create the project, folder, or ticket.
Keep reading
The features behind it, and where to go next.
Feature
Conditional Logic & Form Branching
Route each answer choice to its own section, so people only see what applies.
FeatureForm Question Types
19 types, including specialist ones most builders skip.
FeatureForm Webhooks
Every response POSTed as JSON to any endpoint, signed if you want it.
TemplateLead Qualification Form
Ask the budget, timeline, and fit questions before the first call.
TemplateWork Request Form
Structured intake for internal or client work, routed by request type.
TemplateEmployee Onboarding Form
Collect everything a new starter needs to be set up on day one.
TemplateProject Brief Form
Collect scope, budget and deadline once, instead of across nine emails.
Use caseLead Generation
Qualify enquiries while they are being filled in, and hand every submission straight to the tool your sales process already runs on.
Use caseInternal Workflows
Turn recurring internal requests (time off, IT tickets, purchase approvals) into structured forms with a real audit trail.
Ship your client intake form today.
Unlimited forms and 100 responses a month, free. Paid plans from €19.
No credit card required.