Client Intake  ·  Popular

Consulting New Client Intake Form Template

Collect all the essential details from new consulting clients—including goals, budget, timeline, and communication preferences—before your first meeting.

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Teal theme
formbuilder.ai/f/consulting-services-new-client-intake-information-form
Consulting Services New Client Intake & Information Form
Full Name
· · ·
Email Address
· · ·
Phone Number
· · ·
Submit

The Consulting Services New Client Intake & Information Form is designed to help consultants and consulting firms gather everything they need to know about a prospective client before an engagement begins. From contact details and company background to project goals, estimated budget, and preferred communication style, this form ensures you walk into every first meeting fully prepared.

This template is ideal for independent consultants, boutique agencies, and large consulting firms across any industry. Whether you specialize in business strategy, IT, marketing, finance, or operations, this intake form captures the critical information needed to assess client needs, set expectations, and scope your services accurately.

By using this digital intake form, you eliminate back-and-forth emails, reduce onboarding friction, and deliver a professional first impression. Customize the fields to match your specific service offerings, embed it on your website, or share it as a link—and start every client relationship on the right foot.

4 Pages
24 Questions
~8min To complete
Free No credit card needed
Field types Dropdown ×4 Short Text ×3 Long Text ×3 Multiple Choice ×2 Full Name Email Phone Website URL Address Priority Selection currency Single Choice File Upload termsandconditions singlecheckbox Signature

Questions in this template

Free template

The exact questions included — customize any of them to fit your needs.

Page 1 Client Information 9 questions
Client Contact Details
1 Full Name * Full Name
2 Email Address * Email
3 Phone Number * Phone
4 Company Website Website URL
5 Business Address * Address
6 Company / Organization Name * Short Text
7 Job Title / Role * Short Text
8 Industry * Dropdown
9 Company Size * Dropdown
Page 2 Project & Consulting Needs 6 questions
Tell Us About Your Consulting Needs
1 What type of consulting services are you interested in? * Multiple Choice
2 Please describe your current business challenge or project goals * Long Text
3 What is your desired timeline for this engagement? * Dropdown
4 How urgent is this need? * Priority Selection
5 Estimated Budget for Consulting Services currency
6 Have you worked with a consultant before? * Single Choice
Page 3 Goals & Expectations 6 questions
Goals, Expectations & Additional Details
1 What does a successful outcome look like for this engagement? * Long Text
2 How would you prefer to communicate during the engagement? * Multiple Choice
3 How did you hear about us? Dropdown
4 If referred, who referred you? Short Text
5 Upload any relevant documents (briefs, RFPs, reports, etc.) File Upload
6 Is there anything else you'd like us to know before our initial consultation? Long Text
Page 4 Agreement & Submission 3 questions
Review & Consent
Thank you for providing your information. Please review the details you've entered and confirm the following before submitting.
1 I agree to the Privacy Policy and consent to the collection and use of my information for the purpose of this consulting engagement. * termsandconditions
2 I would like to receive occasional updates, insights, and newsletters from your team. singlecheckbox
3 Client Signature * Signature

How to use this template

Click "Use This Template Free" to open it in the FormBuilder editor. From there you can add, remove, or reorder fields with drag-and-drop, switch themes for instant restyling, add your logo, configure email notifications, and set your success message. When ready, publish with a unique link and start collecting responses immediately.

  • Ready-to-use structure — pre-configured fields out of the box
  • Applied "Teal" theme — fonts, colors, and layout already set
  • Mobile-responsive — works on every device without extra configuration
  • Fully editable with drag-and-drop — change anything in seconds
  • Free to use on any plan, no credit card required

Use this template

Free to use. Open in the editor, customize, and publish in minutes.

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Category Intake & Onboarding
Subcategory Client Intake
Theme Teal
Badge Popular
Price Free
Coding required None
Tags
Consulting Client Data Collection

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