For Agencies & Consultants
Client intake forms for agencies and consultants
Discovery questionnaires, project intake and audit requests for agencies, consultancies and independent consultants. Qualify the lead, scope the work and capture the brief in one pass.
- Qualify inbound leads before they reach your calendar
- Run a structured discovery or project intake for every new client
- Collect the detail a proposal needs without a second meeting
9 templates to start from
Every one is free, works in both conversational and classic mode, and is yours to edit — change the questions, the wording and the colours.
Discovery Call Intake
Collect key information from prospects before a discovery or sales call.
Use this template →
Client Intake
Onboard new clients professionally and gather everything you need upfront.
Use this template →
Project Intake Form
Capture new project requests with goals, scope, and resource needs upfront.
Use this template →
Creative Brief
Capture project goals, audience, and creative direction before work begins.
Use this template →
Website Audit Request
Let prospects request a website audit or review from your team.
Use this template →
Free Strategy Call Booking
Qualify leads and gather context before a free strategy or discovery call.
Use this template →
Consultation Request
Let prospective clients request a paid or free consultation.
Use this template →
Price Quote Request
Let prospects request a custom price quote for your products or services.
Use this template →
Business Partnership Inquiry
Let businesses and organisations express interest in partnering with you.
Use this template →
Already using a questionnaire pasted into an email?
You do not have to rebuild anything. If your form is in Google Forms, SignalForm imports it — questions, options and required fields — and you carry on from there.
SignalForm vs Google Forms →Browse by what you do
Start with a template, make it yours
Free to start, no credit card. 500 responses a month on the free plan.