About this template
The New Client Intro Form is an essential onboarding template designed to gather critical background information, project specifications, and communication preferences from newly signed clients. When starting a fresh professional relationship, having a standardized intake process ensures that no important details are missed, setting a clear foundation for success.
This template collects comprehensive details including primary contact information, referral sources, specific service requirements, design or technical specifications, and budget parameters. By utilizing Doc2Form to deploy this as a Google Form, service providers, agencies, and consultants can instantly centralize client responses in a spreadsheet, making it easy to review project scopes and align internal teams before the kickoff meeting.
Streamlining your onboarding workflow reduces back-and-forth emails, establishes professional credibility from day one, and ensures your team has all the necessary parameters to deliver exceptional results tailored to your client's unique goals.
Key features
- Collect vital contact details and project goals in a single submission
- Gather technical requirements, dimensions, and asset availability upfront
- Establish clear client expectations and budgetary boundaries early
- Centralize all onboarding responses directly in Google Sheets
- Fully customizable to match your brand questions and workflow
Use cases
Digital marketing agencies kicking off new website or branding campaigns
Consultants gathering background data prior to initial strategy sessions
Design and print studios collecting specifications, artwork files, an…
Design and print studios collecting specifications, artwork files, and dimensions
Freelancers onboarding new retainer clients for ongoing services
What this form collects
- Full Name (Short answer)Enter your first and last name.
- Email Address (Short answer)Where should we send project updates and communications?
- Phone Number (Short answer)Include country code if outside the US.
- Mailing or Business Address (Paragraph)Provide your primary street address, city, state, and zip code.
- Text Message Consent Status (Multiple choice)Do you consent to receiving SMS updates regarding your project?
- How did you hear about us? (Dropdown)Let us know how you found our services.
- Requested Service or Product Type (Dropdown)Select the primary category of service you are requesting.
- Indoor or Outdoor Placement (Multiple choice)If applicable, will this project be used indoors or outdoors?
- Project Dimensions or Specifications (Paragraph)Provide size, measurements, or scope specifications if known.
- Desired Lifespan or Timeline (Short answer)What is your target completion date or expected duration for this project?
- Artwork and Design Availability (Multiple choice)Do you already have existing brand assets or artwork ready?
- Logo or Artwork File Link (Paragraph)Please paste a link to your files (Google Drive, Dropbox, etc.) or describe the documents you wish to share.
- Is on-site installation required? (Multiple choice)Select yes if our team needs to assist with physical setup or installation.
- Installation Address (Paragraph)If different from your mailing address, enter the location where installation will take place.
- Installation Height Range (Short answer)Approximate height or clearance required for installation.
- Installation Surface Material (Short answer)What type of surface will we be installing on (e.g., drywall, brick, glass, open land)?
- Estimated Budget Range (Dropdown)Select your approximate budget range to help us tailor our proposals.
- Additional Notes or Questions (Paragraph)Share anything else you would like us to know before our initial consultation.
FAQ
How does Doc2Form help me use this template?
Doc2Form lets you instantly convert and deploy this template directly into your Google Drive as a fully editable Google Form, ready to share with clients in seconds.
Can I customize the questions to fit my specific business needs?
Yes! Once the template is in your Google Forms account, you can add, remove, or edit any questions, sections, or response options to match your exact intake workflow.
How do clients submit artwork or design files through the form?
While Google Forms handles text and selections seamlessly, you can use the file upload question type or ask clients to paste shared cloud storage links (like Google Drive or Dropbox) for larger design assets.
Where are my client responses stored?
All submissions are automatically saved in Google Forms and can be linked to a Google Spreadsheet for real-time tracking and team collaboration.
Can I set up email notifications for new submissions?
Yes, Google Forms offers built-in email notifications under the settings menu so you are instantly alerted whenever a new client completes the intro questionnaire.
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.