Client Intake Form

Client Intake Form — Form Fields

This business template includes 12 fields. Onboard new clients with contact details, project scope, goals, and communication preferences. Free to customize and use on ZenBuild.

• Full Name (text, required)
• Email Address (email, required)
• Phone Number (text, required)
• Company Name (text, required)
• Website (text, optional)
• Industry (dropdown selection, required) — options: Technology, Healthcare, Finance, Retail / E-Commerce, Education, Nonprofit, Other
• What are your primary goals? (long text, required)
• Describe the scope of the project (long text, required)
• Budget Range (dropdown selection, optional) — options: Under $5,000, $5,000–$15,000, $15,000–$50,000, $50,000+
• Desired Timeline (dropdown selection, required) — options: Within 1 month, 1–3 months, 3–6 months, 6+ months, Flexible / Ongoing
• Preferred communication method (multiple choice, required) — options: Email, Phone, Slack / Teams, Video calls
• Anything else we should know? (long text, optional)