Applications & intake · Vonza Forms template
Client Intake Form Template
A warm, two-step intake for consultants and agencies: first who the client is, then what they want to achieve, the budget, the ideal launch date and any brief or reference files.
Start your 14-day free trial, then pick it in Create a form → Templates.
What a client intake form is for
A client intake form gathers what you need to know about a new client before the first call: who they are, what they are trying to achieve, what they can spend, when they need it and anything they have already written down. Done well, it turns a vague enquiry into a brief you can price.
This template splits the questions into two short steps so the client starts with the easy part. The project step asks one open question about goals, a budget band rather than a number, a launch date that cannot be in the past and an upload for a brief or reference files. Progress shows as steps, and the thank-you screen promises a call within two working days, which you can change to your own timing.
Who uses it
- Marketing, design and development agencies qualifying new projects.
- Consultants and freelancers who want a brief before the discovery call.
- Accountants, lawyers and other professional services onboarding a client.
- Coaches who sell packages and need goals and timing up front.
What’s in the template
Every question exactly as the template builds it, page by page. Change, add or remove any of them in the editor.
Form title: “New client intake”. 2 pages, progress shown as steps. Look: Sand.
Page 1: About you
- NameName · required
- EmailEmail · required
- PhonePhone
- CompanyShort answer
- WebsiteLink
Page 2: Your project
- What are you hoping to achieve?Long answer · required
- BudgetDropdown · Under $2k, $2k – $10k, $10k – $30k, $30k+
- Ideal launch dateDate · No past dates
- Brief or reference filesFile upload · Documents, up to 3 files of 25 MB
Button and thank-you screen
- Submit button: “Send intake”
- Thank-you screen: “Thanks, {{name.first}}”, We’ll review and book a call within two working days.
How to customise it
A template is a starting point: every word, question and colour stays editable.
Book the call on the spot
Add a “Book a time” block, which sends the client to your Vonza booking page, so the intake ends with a call in the diary instead of an email thread.
Your own budget bands
Edit the dropdown options to the ranges you actually quote, or swap the dropdown for a Slider if you prefer a number.
Ask follow-ups by service
Add a question about the service, then use logic to show only the questions that service needs and skip the rest.
Let them finish later
Turn on “Let people continue later” for longer intakes: the client gets a private link to finish within 30 days. Files are not kept on a saved draft.
What happens after someone submits
The same Vonza Forms settings run behind every template. These are the ones this form uses.
- 01
The response arrives in Responses
Each response opens with every answer, the device and the time it took. Export all or some of them to CSV or Excel, or download one as a PDF.
- 02
You and your team are told
The email to you goes to you and up to five teammates on every response, with all the answers or a message you write, plus an in-app notification.
- 03
The respondent becomes a CRM contact
Everyone who leaves an email (here, “Email”) becomes a contact in your Vonza CRM, tagged with up to ten tags you choose. Existing contacts keep their details.
- 04
They get a confirmation
Turn on the email to the respondent, with your own subject and message, and attach their answers as a PDF.
- 05
Automations and webhooks take over
Use “Contact fills this form” in Automations to enrol people in a course, start an email sequence or add them to a list, or post each response to Zapier, Make or your own server with a webhook.
Give each intake a review status (New, In progress or Done) and add team notes only your team sees, so whoever takes the call knows what was already discussed.
For coaching, clinic and agency intake, read more about Vonza intake forms, or see the Vonza form builder and the CRM every intake feeds.
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Frequently asked questions
About the client intake form template
Contact details, what the client wants to achieve, a budget range, a timeline and a place for existing material. This template has all five, and you can add questions specific to your service.
Yes. The template’s upload takes up to three documents of 25 MB each; you can raise it to ten files and choose images, documents, media or any type. Files are stored privately.
Yes. Every respondent who leaves an email becomes a CRM contact, and you can tag them automatically, for example “new lead”, so they appear in the right list.
Yes. The email to you can go to you and up to five teammates on every response, with all the answers or your own message.
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