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Free Client Intake Form Template
A client intake form is how coaches, consultants and agencies learn who they're working with before the first call — goals, the service they want, budget and timeline. It replaces a scattered email back-and-forth with one clear brief that qualifies the lead.
Free · no code · ready in seconds with AI
Best for
Used by coaches, consultants, freelancers and agencies to onboard and qualify a new client from their website or link-in-bio.
- Build it in seconds — describe it or start from this template
- On-brand design, not a plain grey form
- Responses in one inbox + CSV export
- Free, no code, no watermark
Run all of this from one link.
Free to start — no card required.
Client Intake Form
Template preview — 9 fields
Client Intake Form template — questions
How do I use this Client Intake Form template?
Open OneSol's AI form builder, describe your client intake form (or start from this template), publish it and share the link or embed it on your site. Responses land in an inbox and you're emailed on every one — free, no code.
Can I customize this for my coaching, consulting or agency service?
Yes — edit the service dropdown, budget ranges and questions, or just tell the AI what you offer and it tailors the fields and options to match your business. Add a file upload if you want clients to send a brief or examples.
Is the Client Intake Form free?
Yes, building and sharing a client intake form on OneSol is free with no watermark and no code.