Client Intake Form
A new-client intake form capturing contact details, company, the service needed, budget, and goals.
- Service & budget
- Goals field
- Responsive
- No dependencies
Fields included
- Name
- Company
- Service
- Budget
- Goals
Works great with
How to Use This Template
- 1Sign up for a free Static Forms account to get your API key.
- 2Copy the HTML code above and save it as an
.htmlfile. - 3Replace
YOUR_API_KEYwith your actual API key. - 4Deploy the file to your website and start receiving submissions in your inbox.
Frequently asked questions
What should a client intake form ask?
Contact details, the service they need, budget range, and their goals. This template captures enough to scope the work before your first call, without overwhelming the prospect.
How do I onboard a client after they submit?
Set an autoresponder to acknowledge the intake, then push the details into your CRM or a project tool via Zapier to kick off onboarding.
Can I use this to qualify leads?
Yes. The service and budget fields give you a quick fit signal, so you can prioritise the clients that match your offering.
Do I need a backend to run a client intake form?
No. It posts to Static Forms and emails you each intake, so there is nothing to host, and it works on any static site.
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Start receiving form submissions today
No backend code needed. Sign up, grab your API key, and you are ready to go.