Client Intake Form

Capture new landscaping clients online, gathering property details, current needs, timelines, and expectations in one clear intake form.

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Description

The Client Intake Form gives your landscaping business a polished way to gather everything you need from a new client. It captures their name, contact details, and property address, along with a description of their current landscaping needs, so you understand each project before your first conversation.

Fields for property type, whether they have worked with a landscaper before, and how they rate their current outdoor space give you helpful context on expectations and experience. An ideal completion date and agreement checkbox set clear timelines and terms from the outset.

With every inquiry captured in the same structure, quoting and scheduling become far quicker. Sign up for a free Fun Forms account to customize the fields and embed this intake form on your website.

Form fields

Everything the Client Intake Form above collects — 10 fields, so you can see exactly what it captures before you make it your own.

New Client Intake

Name
Name
Email Address
Email
Phone Number
Telephone
Property Address
Short Answer
Describe your current landscaping needs
Long Answer
Property Type
Single-Select
Have you worked with a landscaper before?
Yes/No
How would you rate your current outdoor space?
Scale
Ideal Completion Date
Date
Agreement
Multi-Select

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Template FAQs

Common questions about the Client Intake Form — what it captures, when to use it, and how to make it your own.

What is a client intake form?

A client intake form is an online form landscaping businesses use to gather key information about a new client and their project. It captures contact details, the property address, current landscaping needs, and expectations, so you can prepare an accurate quote and plan the work before meeting.

Why ask about property type?

Knowing whether a project involves a residential garden, commercial grounds, or another property type helps you scope the work accurately from the start. It shapes the equipment, materials, and crew you will need, and lets you tailor your approach to each client’s setting before the first site visit.

How does the completion date help?

The ideal completion date tells you when the client hopes to have the work finished, which is essential for scheduling. It helps you gauge whether the timeline is realistic, plan around busy seasons, and set expectations early so there are no surprises about timing once the project is underway.

Can clients describe their needs?

Yes. An open field invites clients to describe their current landscaping needs in their own words, giving you richer context than fixed options alone. This helps you understand what they really want, from a full redesign to ongoing maintenance, and prepare a proposal that fits their vision and budget.

What does the agreement checkbox do?

The agreement checkbox asks clients to confirm they understand and accept your terms before submitting. It sets clear expectations from the outset and gives your business a recorded acknowledgment for each intake, which helps keep the working relationship smooth and professional as the project moves forward.

Is the client intake form free?

Yes, this client intake form is completely free, and you can customize the fields to suit your services, embed it on your website, and go live with no coding required. Just create a free Fun Forms account to start winning new landscaping clients online.

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