New Client Intro Form Template
Streamline Client Onboarding with Our Intuitive Template
Getting new clients onboard can be overwhelming without the right tools. This New Client Intro Form Template helps you collect essential information efficiently, ensuring a smooth start to your client relationships. You'll enjoy faster data collection, improved client communication, and a more organized onboarding process, all while creating a professional first impression. Plus, it features WCAG-aligned labels for full accessibility. Start using the live template today to simplify your client intake!
When to use this form
Use this short intake when you first meet a lead or welcome a new customer. It captures goals, scope, timeline, budget, and key contacts so you can qualify and plan the next step. It works for agencies, freelancers, and consultants across services like design, marketing, and web. Send it after a discovery call, embed it on a thank-you page, or include it in your kickoff email. For a deeper follow-up, move them to the Client onboarding questionnaire form. To maintain accurate records, pair this with the New client information form. Result: you set expectations, spot fit fast, and move into proposal or kickoff with fewer back-and-forths.
Must Ask New Client Intro Questions
- What triggered this project now?
This reveals urgency and the business driver, so you can prioritize what matters. It also helps you tailor your timeline and messaging to the real pain.
- What outcome must we achieve in the next 30-90 days?
Clear, time-bound results let you define success metrics and shape scope. If the work is interior-focused, capture style and space specifics next with the Interior design intake questionnaire form.
- Who will be our primary contact and final decision-maker?
Knowing roles reduces delays and prevents feedback loops. It sets a clean approval path before kickoff.
- What budget range and target dates should we plan around?
Budget and timing guide which options to propose and how to phase work. This avoids misalignment and protects both sides from last-minute surprises.
- Do you have existing assets we should review (e.g., website, brief, brand files)?
Reviewing current assets saves time and prevents rework. For web projects, you can deepen discovery later with the Website planning form.
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