Client Intake Form

START EVERY PROJECT WITH THE RIGHT INFORMATION

A smoother client experience starts before the work begins.

The Client Intake Form gives you a structured way to collect the essential information you need from a new client—so you're not chasing down details across emails, messages, and meetings after the project has already started.

Gather the information upfront, clarify expectations earlier, and walk into onboarding better prepared.

KNOW MORE BEFORE THE WORK BEGINS

This 10-page editable Canva intake form guides clients through the information that can help you understand their business, project, goals, tools, and working preferences before onboarding begins.

WHAT'S INCLUDED

Client Information
Capture contact information, business details, preferred communication method, and time zone.

Project Details
Document the service purchased, start date, deadlines, project goals, why the client is seeking support, and how they'll measure success.

Business Background
Learn more about the client's business, current challenges, previous approaches, and customers or audience.

Tools & Platforms
Identify the project-management, CRM, email-marketing, file-storage, scheduling, communication, and other tools already being used.

Expectations & Preferences
Understand meeting preferences, communication style, boundaries, and how involved the client wants to be throughout the engagement.

Optional Brand Information
Collect brand colors, fonts, logos, voice or tone, and links to previous work when they're relevant to the engagement.

Final Confirmation
Make sure the essential information has been collected and expectations clarified before moving into onboarding.

USE THIS FORM TO

✓ Collect important client information in one place
✓ Understand project goals before work begins
✓ Clarify communication preferences and expectations
✓ Identify tools and platforms earlier
✓ Prepare for a more productive onboarding process
✓ Create a consistent intake experience for every client

BUILT FOR SERVICE-BASED BUSINESSES

Ideal for consultants, freelancers, agencies, coaches, creative businesses, and professional service providers who want a more organized way to gather information from new clients.

EDITABLE IN CANVA

Customize the questions, wording, fields, colors, fonts, and branding to fit your services and client process.

DIGITAL PRODUCT DETAILS

Format: Digital product
Length: 10 pages
Editing: Customizable in Canva
Delivery: Digital access after purchase
Physical product: Nothing will be shipped

For use within your own business. Templates may not be resold, redistributed, shared, or used to create products for resale.

NEED MORE THAN INTAKE?

If you're ready to create structure across more of the client journey, explore the Client Experience Starter System for a coordinated approach to:

Client Intake → Client Onboarding → Client Offboarding

Start with better information. Build a better client process from there.