Professional Services Intake Form
New-client onboarding: situation, goals, documents, and engagement consent.
7 questions · 1 page · about 3 minutes to answer · fully editable after you start
First meetings waste their best minutes on form-filling. This intake collects the groundwork before the engagement begins: the client's situation and goals in their own words, service scope selection, how they found you, document upload, and a signed engagement acknowledgement with the date.
The in-their-own-words goal question does quiet magic: quoting it back in your proposal shows listening before the work even starts, and it anchors scope conversations later.
Template preview
This is a picture of every question as a respondent would see it, so nothing on it can be clicked or typed into. Use this template to get your own editable copy.
Opens in the Classic theme, or in your own default theme if you have set one — change it anytime to any of the 4 built-in looks, or build your own on a paid plan.
Page 1
Welcome - tell us about you
Thank you for choosing to work with us. This form tells us about you and your situation, so we can prepare for our first conversation. It takes about 3 minutes.
Q1.Your details*
Q2.Describe your situation and what you want to achieve*
Q3.Which service are you engaging us for?*
- Advisory / consulting
- Ongoing management
- A one-off project
- Not sure - need guidance
Q4.How did you find us?
- Referral
- Search
- Social media
- Event or talk
- Existing relationship
Q5.Upload any relevant document to review before we meet (max 5 MB)
Q6.Today's date*
Q7.Sign to acknowledge our engagement terms*
More Finance & Professional Services templates
Browse all Finance & Professional Services templates
Recruitment Agency Client Survey
Candidate quality, speed, and brief understanding - the hiring partner scorecard.
Retirement Readiness Survey
The honest pension check: provision, gaps, timeline, and the picture in mind.
Risk Tolerance Questionnaire
The suitability foundation: capacity, attitude, horizon, and the sleep test.