Client intake form template

Collect client contact details, project goals, requirements, files, budget, timeline, and qualification notes before the first call.

The workflow problem

A useful template has to capture the right details, guide respondents away from irrelevant fields, and leave reviewers with enough context to make the next decision.

How the KinoForms template is structured

The template outline combines field groups, conditional logic examples, validation checks, review handoff notes, and related pages so teams can adapt it without starting from a blank form.

Client name and contact details
Company, website, and project type
Goals, timeline, budget range, and preferred contact method
Brief upload, existing assets, and stakeholder notes

Use cases

Agencies qualifying new client projects
Consultants collecting scope before discovery calls
Service teams routing requests to the right workspace

Workflow steps

Collect the common fields first Start with identity, contact, request, or eligibility fields that every respondent should complete.
Branch into conditional sections Show extra fields only when an answer makes them relevant, such as files, approvals, availability, or budget detail.
Validate before review Use required fields, option constraints, dates, file expectations, and review-ready labels before the response reaches the team.

Concrete examples

Discovery-ready intake

A client can submit requirements, files, and budget context so the first call starts with concrete scope.

Qualified request routing

Conditional budget and timeline fields help teams route high-priority or low-fit requests before review.

Asset-readiness branch

If a client says assets are ready, the template can require a brief upload and collect stakeholder notes before the call.

Related pages

form builder conditional logic form builder controlled form submissions form submission validation

FAQ

What fields should a client intake form include?

Start with contact details, project type, goals, timeline, budget, assets, files, and stakeholder notes.

Where should conditional logic appear in client intake?

Use logic around project type, budget threshold, preferred contact method, asset readiness, and timeline urgency.