About this template
Kick off new client relationships smoothly using this professional Consulting Client Intake Google Form Template. Designed specifically for consultants, agencies, and independent advisors, this form helps you capture all essential client data, business backgrounds, and project objectives right from the start.
Collecting comprehensive information upfront eliminates back-and-forth emails and ensures your consulting engagements begin with total clarity. Use this form to gather contact details, brand specifics, core challenges, and primary project goals in a single organized step. Responses feed directly into your workflow, allowing you to review requirements and prepare tailored proposals with ease.
Whether you specialize in management consulting, IT strategy, marketing, or operations, standardizing your onboarding process sets a professional tone and keeps every stakeholder aligned from day one.
Key features
- Capture complete contact and business information in one submission
- Define clear project goals and client expectations upfront
- Identify specific help requests and service needs efficiently
- Track referral sources to measure your marketing effectiveness
- Seamlessly collect responses in Google Sheets for quick review
Use cases
- Onboarding new advisory or coaching clients
- Gathering requirements before kickoff strategy sessions
- Evaluating prospective consulting projects and scopes
- Logging client goals, passions, and background details
What this form collects
- Full Name (Short answer)Enter your first and last name.
- Email Address (Short answer)Where should we send follow-ups and project communications?
- Phone Number (Short answer)Include your country and area code if applicable.
- Date of Birth (Date)Please enter your date of birth.
- Business / Brand Name (Short answer)The name of your company, startup, or organization.
- Help Requests (1–3 items) (Paragraph)What are the primary areas where you need consulting support right now?
- Passions and Core Values (Paragraph)What drives your business or project?
- Project Goals (2 items) (Paragraph)Outline the top two main objectives you want to accomplish through our engagement.
- Time Working on Project (Dropdown)How long has this project or business been active?
- Referral Source (Multiple choice)How did you hear about our consulting services?
- Client Signature and Agreement (Short answer)Please type your full legal name as an electronic signature confirming that the information provided is accurate.
FAQ
What is a consulting client intake form?
A consulting client intake form is a questionnaire used by consultants to collect vital background information, project scope, and contact details from new clients at the start of an engagement.
Why do I need a standardized client intake form?
It ensures you collect all necessary details upfront, prevents miscommunication, saves time on discovery calls, and provides a polished, professional experience for your new clients.
How do I share this template with my clients?
Once you copy this template into your Google Drive, you can easily share it via a direct link, email invitation, or by embedding it directly onto your website.
Can I customize the questions on this form?
Yes! You have full control over Google Forms, allowing you to add, remove, or modify questions to match your specific consulting services and branding.
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.