Client intake form template

A long intake form gets skipped or answered in a few words.

This template is five questions answered by voice, and SendMyVoice gives you the audio and a transcript of each.

Free plan, no account to answer.

About your business and project

A few questions before our first call.

A working demo. Recordings stay in your browser and nothing is sent.

The questions

  1. 1

    What does your business do, and who is it for?

    You'll get the version they'd tell a friend, which is often clearer than the one on their website.

  2. 2

    What made you look for help now?

    This is the real reason for the project. Ask it before they start describing deliverables.

  3. 3

    What would a good result look like in three months?

    You want something you can check later. A number or a thing they could point to.

  4. 4

    What have you tried already, and what happened?

    Saves you from proposing the thing that failed last year.

  5. 5

    Who else has a say, and what budget do you have in mind?

    Two awkward questions. They're easier to answer out loud than in a text field.

On the free plan (3 questions), use 2, 3 and 5. The questions work in any form tool too.

Example answers

ML

Maria Lopez

Answered today at 10:42

  1. 1. What does your business do, and who is it for?

    0:52

    We run two bakeries and sell bread wholesale to cafés. Most of our money comes from the cafés, not the shops.

  2. 2. What made you look for help now?

    1:10

    Our biggest café customer left in May. Every order still comes in by text to my phone, and we need a proper way to take them.

  3. 3. What would a good result look like in three months?

    0:41

    Ten cafés ordering online by themselves, and me not answering the phone at 6am.

  4. 4. What have you tried already, and what happened?

    0:58

    A shared spreadsheet. Nobody updated it after the first week.

  5. 5. Who else has a say, and what budget do you have in mind?

    0:36

    My business partner signs off on anything over $1,000. We were thinking $3,000 to $5,000.

The client's own words
Typed intake answers come back short and careful. A spoken answer is fuller, and the transcript lets you quote the client back in your proposal.
One link per client
SendMyVoice gives each client a private link, so answers arrive under their name and nobody else sees them.
Next to your pipeline
Intake answers in a form tool get copied into your client list by hand. On Pro, SendMyVoice adds each client's answers to your Notion database or Google Sheet.

Questions

What should a client intake form include?

Contact details, what the client does, why they want help now, what a good result looks like, who decides, and the budget. These five questions cover all of it.

Can I copy these questions into Google Forms or Typeform?

Yes. The questions work in any form tool. SendMyVoice is for when you want them answered by voice.

Does my client need an account?

No. The link opens in a browser on a phone or laptop, with no account and no app.

How many questions can I use for free?

3 on the free plan, 8 on Pro.

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  1. 1What worked well?
  2. 2What was slow, confusing or annoying?
  3. 3If we changed one thing first, what should it be?

Get the brief before the first call

Free plan, no credit card. No account to answer.