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Client Onboarding · Popular

Onboard Design Clients & Capture Project Scope Fast

Collect client details, project scope, brand assets, timelines, and budget preferences in one professional intake form built for design agencies.

Use This Template Free Preview

Teal theme

formbuilder.ai/f/freelance-design-agency-new-client-onboarding-project-scope-intake-form

Freelance Design Agency New Client Onboarding & Project Scope Intake Form

Contact Name

· · ·

Email Address

· · ·

Phone Number

· · ·

Submit

The Freelance Design Agency New Client Onboarding & Project Scope Intake Form is built to help independent designers and creative agencies efficiently gather everything they need to kick off a new project. From contact details and brand guidelines to target audience insights and competitor references, this form covers all the essentials in a single, organized workflow.

This template is ideal for graphic designers, branding studios, UI/UX agencies, and freelance creatives who want to eliminate back-and-forth emails at the start of a new engagement. By capturing project descriptions, desired timelines, budget ranges, and preferred communication methods upfront, you can set clear expectations and start delivering value faster.

With built-in file upload fields for brand assets and inspiration materials, your clients can share everything you need in one place. Customize this free template to match your agency's process and present a polished, professional first impression to every new client.

4 Pages

22 Questions

~7min To complete

Free No credit card needed

Field types Long Text ×3 Single Choice ×3 Dropdown ×2 Full Name Email Phone Short Text Website URL sociallinks Address File Upload Multiple Choice daterange Priority Selection Likert Scale termsandconditions Signature

Questions in this template

Free template

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

Page 1 Client Information 7 questions

Client Details

1 Contact Name * Full Name

2 Email Address * Email

3 Phone Number * Phone

4 Company / Brand Name * Short Text

5 Current Website URL (if applicable) Website URL

6 Social Media Profiles sociallinks

7 Business Address Address

Page 2 Project Overview 6 questions

Tell Us About Your Project

1 What type of design service are you looking for? * Dropdown

2 Describe your project in detail — What do you need, and what problem should it solve? * Long Text

3 Do you have existing brand guidelines (logo, colors, fonts)? * Single Choice

4 Upload any existing brand assets, inspiration files, or reference materials File Upload

5 Who is your target audience? (select all that apply) * Multiple Choice

6 List 2-3 competitor brands or designs you admire and briefly explain why Long Text

Page 3 Timeline & Budget 5 questions

Project Timeline & Budget

1 Desired Project Start & Completion Dates * daterange

2 How urgent is this project? * Priority Selection

3 Estimated Budget Range (USD) * Dropdown

4 Preferred Communication Method * Single Choice

5 How involved would you like to be in the creative process? * Likert Scale

Page 4 Agreement & Sign-Off 4 questions

Final Details & Agreement

1 Is there anything else we should know before getting started? Long Text

2 How did you hear about us? Single Choice

3 I agree to the project engagement terms and understand that a detailed proposal and contract will follow this intake submission. * termsandconditions

4 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.