About this template
Kick off new client engagements smoothly with this comprehensive Business Information Intake Google Form template. Designed for consultants, agencies, and B2B service providers, this form replaces scattered email threads and messy spreadsheets with a single, organized questionnaire. It collects essential data regarding your client's business structure, target audience, brand identity, current digital tools, and operational workflows.
By gathering these vital details upfront, you can align expectations, scope projects accurately, and tailor your strategy from day one. Whether you are auditing a client's website, setting up new software integrations, or planning marketing campaigns, this template ensures you have all the necessary background context before your first official kickoff call.
Doc2Form makes it easy to deploy, customize, and share this template in seconds. Collect detailed responses directly in Google Sheets, allowing your entire team to review client profiles instantly and accelerate your onboarding timeline.
Key features
- Capture complete business profiles and operational workflows in one step.
- Easily customizable questions to match your exact agency or consulting needs.
- Seamlessly organized in Google Sheets for instant team collaboration.
- Mobile-friendly design allows clients to complete the intake on any device.
- Eliminate back-and-forth emails and standardize your onboarding process.
Use cases
New client onboarding for digital marketing and web design agencies.
Initial discovery questionnaires for management and operational consu…
Initial discovery questionnaires for management and operational consultants.
Business analysis and tech stack reviews for software implementers.
Intake assessments for coaching programs and business accelerators.
What this form collects
- Full Name (Short answer)Enter your first and last name.
- Email Address (Short answer)Where can we reach you for project communications?
- Mobile Number (Short answer)Include your country code if outside the US.
- Business Name (Short answer)The official registered name of your company.
- Business Main Phone Number (Short answer)Primary contact number for your office or headquarters.
- Industry (Dropdown)Select the primary sector your business operates in.
- Industry Specialties (Paragraph)Briefly describe your core specialties, products, or service offerings.
- Employee Count Range (Multiple choice)Select your current company size.
- Business Stage (Multiple choice)Where is your business currently positioned in its lifecycle?
- Unique Market Niche (Paragraph)What sets your business apart from competitors in your industry?
- Preferred Contact Methods (Checkboxes)How do you prefer us to communicate with you regarding this project?
- Management Software (Paragraph)List the project management or CRM tools your team currently uses (e.g., Asana, Salesforce, Notion).
- Interest in Simplifying Customer Interaction (Paragraph)What is your main goal for improving customer engagement or internal workflows?
FAQ
What is a business information intake form?
It is a structured questionnaire used by service providers and consultants to gather critical background information about a new client's business, operations, tools, and goals before starting a project.
How do I customize this Google Form template?
Simply open the template link to copy it directly to your Google account. You can then add, remove, or edit any questions to fit your specific workflow and brand requirements.
Where are the client responses stored?
All submissions are automatically saved in a connected Google Sheet, making it easy to review data, share insights with your team, and track client onboarding status.
Can I share this form directly with clients?
Yes! You can share the form via a direct link, embed it on your website, or include it in your welcome email sequence for effortless completion.
Is this template free to use?
Yes, this template is completely free to use and customize as part of the Google Workspace ecosystem.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.