Consulting Engagement Intake Form

Consulting Engagement Intake Form — Form Fields

This sales template includes 10 fields. Gather initial project scope, goals, and budget from new consulting prospects. Free to customize and use on ZenBuild.

• Organization Name (text, required)
• Primary Contact Name (text, required)
• Contact Email (email, required)
• Phone Number (text, optional)
• Engagement Type (dropdown selection, required) — options: Strategy, Operations, Technology, Finance, HR & Change Management, Marketing, Other
• Project Description and Goals (long text, required)
• Estimated Project Duration (weeks) (number, optional)
• Budget Range (dropdown selection, required) — options: Under $10K, $10K–$50K, $50K–$150K, $150K–$500K, Over $500K, TBD
• Is Budget Approved? (multiple choice, required) — options: Yes, Pending Approval, Exploring Options
• Decision Timeline (dropdown selection, required) — options: Immediately, 1–3 Months, 3–6 Months, 6–12 Months