Freelance Project Intake Form

Freelance Project Intake Form — Form Fields

This personal template includes 9 fields. Organize new freelance project details including scope, client expectations, rates, and deadlines for personal tracking. Free to customize and use on ZenBuild.

• Client or Project Name (text, required)
• Start Date (text, required)
• Deadline (text, required)
• Project Type (dropdown selection, required) — options: Writing/Content, Design, Development, Consulting, Photography, Video, Marketing, Other
• Project Scope and Deliverables (long text, required)
• Agreed Rate (USD) (number, required)
• Payment Structure (dropdown selection, required) — options: Fixed Price, Hourly, Milestone-Based, Retainer
• Contract Signed? (multiple choice, required) — options: Yes, No, In Progress
• Key Notes or Client Preferences (long text, optional)