Client intake form

A sample intake template. Can be used for onboarding customers and clients with discovery questions to achieve a deeper understanding.

Time to complete

2 minutes

Eligibility

Client intake form is available to all clients, new or existing.

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Questions for Client intake form

1.

How did you hear about our service?

The answer should be a single choice:
  1. Social Media
  2. Search Engines
  3. News / Media
  4. Magazines
  5. Newsletters
2.

What is your current business status?

The answer should be a single choice:
  1. Going to launch
  2. Early revenue stage
  3. Growth stage
  4. Scaling
3.

Which of the following best describes your role on your team?

The answer should be a single choice:
  1. Upper Management
  2. Trained Professional
  3. Middle Management
  4. Skilled Laborer
  5. Junior Management
  6. Consultant
  7. Administrative
  8. Staff
  9. Temporary Employee
  10. Support Staff
  11. Researcher
  12. Student
  13. Self-employed/Partner
  14. Other
4.

How would you rate the value of our product to your company's bottom line (even if it isn't measured in dollars)?

The answer should be a rating.
5.

What other products do you currently use to accomplish similar goals? How does out solution compare and why are we a better choice for you?

The answer should be a text input.
6.

How was your overall experience with our sales team?

The answer should be a rating.
7.

What is your role in the organization?

The answer should be a single choice:
  1. Upper Management
  2. Trained Professional
  3. Middle Management
  4. Skilled Laborer
  5. Junior Management
  6. Consultant
  7. Administrative
  8. Staff
  9. Temporary Employee
  10. Support Staff
  11. Researcher
  12. Student
  13. Self-employed/Partner
  14. Other
8.

Given what you know about us, why are you interested in this position (or becoming a customer)?

The answer should be a text input.

Similar Ideas

  • Client information form
  • Client registration form
  • New client form

Here are some FAQs and additional information
on
Client intake form

What is a client intake form?

It is a questionnaire that is essentially used to onboard clients. It is used to find out the interests, needs, and pain points of the clients.

When should a client fill out the intake form?

The client intake form is usually filled out during the onboarding process.

Why is the client intake form important?

The client intake form is important to gather up-to-date information about the clients and personalize the strategies to them accordingly.

How to create a client intake form?

You can use the pre-made template that is available on BlockSurvey.

Want to use this template?

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