# 7 client intake form examples (with templates)

Omid G  Jun 13, 2025

## Automate your client onboarding

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## JUMP TO SECTION

02. [What is a client intake form?](/content/blog/client-intake-form-examples#what-is-a-client-intake-form/index.html)

03. [What should a client intake form include?](/content/blog/client-intake-form-examples#what-should-a-client-intake-form-include/index.html)

04. [7 client intake form examples to gain inspiration from](/content/blog/client-intake-form-examples#7-client-intake-form-examples-to-gain-inspiration-from/index.html)

05. [1\. Assembly intake form builder](/content/blog/client-intake-form-examples#1-assembly-intake-form-builder/index.html)

06. [2\. Laura Busche's contact page](/content/blog/client-intake-form-examples#2-laura-busches-contact-page/index.html)

07. [3\. Hair Salon intake form template](/content/blog/client-intake-form-examples#3-hair-salon-intake-form-template/index.html)

08. [4\. Bookkeeping client intake form template](/content/blog/client-intake-form-examples#4-bookkeeping-client-intake-form-template/index.html)

09. [5\. Marketing intake questionnaire template](/content/blog/client-intake-form-examples#5-marketing-intake-questionnaire-template/index.html)

10. [6\. Website design intake form template](/content/blog/client-intake-form-examples#6-website-design-intake-form-template/index.html)

11. [7\. Social media consultation form template](/content/blog/client-intake-form-examples#7-social-media-consultation-form-template/index.html)

12. [Conclusion](/content/blog/client-intake-form-examples#conclusion/index.html)

## What is a client intake form?

A client intake form is a questionnaire that service providers use when onboarding clients to gather contextual information on how to tailor their services to their customers.

These forms are essentially questionnaires that help you kickstart your client's projects with confidence and clarity.

## What should a client intake form include?

The best [intake forms](/content/glossary/intake-form/index.html) have a balance between gathering everything you need upfront while not overwhelming the client with a long questionnaire. Here's what you should include:

### Basic contact and business information
  - Full name
  - Email address
  - Phone number
  - Company name
  - Role or Title

### Project scope and objectives
Get clear on what clients actually want from you.

### Timeline and budget expectations
Ask when clients need work completed and what budget range they're working with.

### Current challenges and pain points
Understand their current situation to help personalize your solution.

### Previous experience and expectations
Have these clients worked with someone like you before?

### Communication preferences
How does the client like to communicate?

### Request for access to any internal tools
Ask for necessary access from the client for a smooth onboarding process.

## 7 client intake form examples to gain inspiration from

1. [Assembly intake form builder](/content/blog/client-intake-form-examples#assembly-intake-form-builder/index.html)
2. [Laura Busche's contact page](/content/blog/client-intake-form-examples#laura-busche-contact-page/index.html)
3. [Hair Salon intake form template](/content/blog/client-intake-form-examples#hair-salon-intake-form-template/index.html)
4. [Bookkeeping client intake form template](/content/blog/client-intake-form-examples#bookkeeping-client-intake-form-template/index.html)
5. [Marketing intake questionnaire template](/content/blog/client-intake-form-examples#marketing-intake-questionnaire-template/index.html)
6. [Website design intake form template](/content/blog/client-intake-form-examples#website-design-intake-form-template/index.html)
7. [Social media consultation form template](/content/blog/client-intake-form-examples#social-media-consultation-form-template/index.html)

## Conclusion

Creating a client intake form that works for your business doesn’t have to be complicated, but it does require some thought. Tools like Assembly, Tally, or Typeform can make the process smoother.