Client Intake Form

Onboard new marketing clients with a full profile — business, channels, goals, budget and history — before you start.

Description

A client intake form gives a marketing agency or consultant the full picture of a new client before the first strategy session. Instead of drawing details out over several calls, you capture their business, their current channels, their goals and their budget in one go — everything you need to hit the ground running.

It collects the company and a description of the business, the website and the marketing channels they currently use, their goals and challenges, and their approximate monthly budget. Questions on whether they’ve worked with a consultant before, and what did and didn’t work, reveal exactly where to focus.

Customize the channels and fields to match your services, restyle it in your brand colors, and embed it on your site so new clients arrive fully briefed.

Form fields

Everything the Client Intake Form above collects — 13 fields, so you can see exactly what it captures before you make it your own.

Welcome Onboard!

Company/Brand
Short Answer
Brief description of your business
Long Answer
Website URL
Short Answer
Current marketing channels used
Multi-Select
Please specify other channel(s):
Short Answer
Marketing goals & challenges
Long Answer
Have you worked with a marketing consultant before?
Yes/No
What worked well?
Long Answer
What didn’t work well?
Long Answer
Approximate monthly marketing budget (USD)
Short Answer
Primary contact person
Name
Contact email
Email
Contact phone number
Telephone

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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?

It’s a form marketing agencies and consultants use to onboard a new client. It captures the business, current channels, goals, budget and marketing history, so you understand exactly what the client needs before the first strategy session, without a string of scoping calls.

What does the form collect?

The company and a description of the business, the website and current marketing channels, marketing goals and challenges, and an approximate monthly budget. Questions on past consultants and what did and didn’t work, plus contact details, complete the picture.

When should a client complete it?

At the very start of the engagement, before your first working session. Capturing the full brief up front means that session is spent on strategy rather than fact-finding, and you can arrive with ideas already shaped around their goals, channels and budget.

Who is this form for?

Marketing agencies, consultants and freelancers taking on new clients, and the clients being onboarded. It suits anyone who wants a thorough, consistent brief from every new client, so no engagement starts on guesswork or a half-remembered discovery call.

Why ask what worked and didn’t before?

A client’s marketing history is a shortcut to results — it tells you which channels have earned their trust and which have burned them. Knowing what worked and what flopped lets you avoid repeating mistakes and build on what already has traction for their business.

Is this form free to use?

Yes — it’s free. Create a Fun Forms account, customize the channels and fields to match your services, restyle it to your brand, and embed it on your website with no coding. New client briefs then arrive complete, ready to strategize from.

Make a free Fun Form

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