About this template
The New Client Request Form is an essential tool for service providers, agencies, and consultants looking to standardize their client intake process. When bringing on new business, gathering complete and accurate information from day one prevents miscommunication and ensures your team is fully prepared to deliver. This template captures all critical details, including contact information, business background, specific service needs, expected timelines, and how the client found your company.
By leveraging Doc2Form to instantly convert this template into a live Google Form, you can eliminate messy email threads and disorganized spreadsheets. Every submission flows directly into a structured spreadsheet, allowing your team to review project scopes, assess resource availability, and respond to prospects faster. Whether you operate a growing consulting firm or an independent agency, this streamlined request form keeps your onboarding pipeline organized and professional.
Key features
- Capture full contact and business details in a single submission
- Collect specific project descriptions and service preferences upfront
- Track expected start dates to plan your team's capacity
- Identify referral sources to measure marketing effectiveness
- Manage all submissions effortlessly in a connected spreadsheet
Use cases
- Consulting firms evaluating inbound project inquiries
- Marketing and creative agencies scoping new client projects
- Freelancers collecting initial project briefs and requirements
- B2B service providers streamlining client onboarding
What this form collects
- Client Name (Short answer)Enter your first and last name.
- Business Name (Short answer)Provide the legal name of your company or organization.
- Contact Person (Short answer)Name of the primary point of contact for this project.
- Contact Person's Position (Short answer)Your job title or role within the company.
- Contact Phone Number (Short answer)Include your country code and area code.
- Contact Email (Short answer)We will use this email to send follow-ups regarding your request.
- Business Address (Paragraph)Enter your primary office or mailing address.
- Type of Service/Product Requested (Dropdown)Select the primary service or product you are looking for.
- Service/Product Description (Paragraph)Provide a brief overview of your goals, objectives, and any specific deliverables you need.
- Expected Start Date (Date)When would you like this project or service to begin?
- Referral Source (Multiple choice)How did you hear about us?
- Special Requests / Comments (Paragraph)Share any additional context, constraints, or questions you might have.
FAQ
How do I customize this template for my business?
Once you open the template in Google Forms, you can easily add, remove, or modify questions to match your exact service offerings and intake requirements.
Where do the form responses go?
All responses are automatically collected in a Google Sheets spreadsheet linked to the form, making it simple to review and share data with your team.
Can I share this form link directly with potential clients?
Yes! You can share the live Google Form link via email, embed it on your website, or post it on your social media channels for easy access.
Is this template free to use?
Yes, this template is completely free to convert and use via Doc2Form and Google Forms.
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.