Client questionnaire
A brief that lets the sales call start prepared: contacts, project stage as cards, the task in the client’s own words, a budget band and a start date.
Who it is for and when to run it
An intake form for anyone who sells work rather than a boxed product: studios, agencies, freelancers, renovation contractors, coaches, therapists, consultants. Anywhere the first call usually gets spent finding out what the person wants and what they can spend.
Use it in place of a bare «Contact us» button, or send the link after the first message in a chat. The client spends three or four minutes on it, and you start the call with a real question about their project.
If your clients book short, fixed slots (a haircut, a 30-minute consultation), this form is too heavy. The service booking template fits better.
What the template is made of
Every block in the order it sits in the builder. Branching decides which of them a given person actually sees.
- Tell us about the job Text block
The welcome screen explains the point: answering now saves the client time on the call. Without that line, an intake form reads like paperwork.
- Contacts Section break
A «Contacts» section keeps contact details apart from the actual job, so the form feels like two short parts instead of one long one.
- What should we call you? Short answer
The name is required because the first reply starts with it. One field instead of first, middle and last name keeps friction low.
- Phone Phone
Phone is required because service work is usually closed on a call. If you only work in writing, make it optional.
- Email Email
Email stays optional. You need it later for a proposal or contract, not before the first conversation.
- Company name Short answer
Company name separates private clients from businesses, and it is optional so individuals don’t bounce.
- The job Section break
The «The job» section switches the person from admin to substance.
- What do you need help with? Cards
Three cards, «Start from scratch», «Improve what exists» and «Just exploring», show the project stage at a glance. The third option honestly separates browsers from buyers.
- Describe the job in your own words Long answer
An open text field with the hint «What you have now and what the result should look like» gets the brief in the client’s own words, which you can reuse in the proposal.
- Rough budget Single choice
A budget band with «Not decided yet» as the first choice. Ranges get more answers than an exact figure, and they tell you what scope to offer.
- When should it start? Single choice
Start date separates urgent requests from someday projects, which is how you decide who to call today.
- How did you hear about us? Dropdown
Lead source as a dropdown (search, referrals, social, ads) tells you which channel brings clients without setting up separate analytics.
- Consent to personal data processing Consent
Consent to contact data processing is required, since the form collects a name and a phone number.
- CAPTCHA CAPTCHA
A CAPTCHA keeps bots out of a public form. It is a Pro block; on the free plan you can delete it.
How to adapt the template
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Rewrite the three cards for your services. An interior designer might use «New-build flat», «Renovating an older home», «Just one room»; a therapist «First session», «Ongoing therapy», «One-off question».
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Set the budget ranges around your typical project size. Four options work better than six: people pick faster and fall back on «not decided» less often.
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Working only with individuals? Delete the company field. Only with businesses? Make it required and ask for a work email.
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Put niche questions inside the «The job» section rather than at the end: goals for a nutritionist, training history for a coach, contraindications for a beauty clinic.
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Send answers to your CRM or a Telegram chat over a webhook so the lead lands where your team already works. There is a walkthrough in the post on webhooks, CRM and chat.
How to read the results
Look at the split on «What do you need help with?» before the raw lead count. If half the answers say «Just exploring», your site attracts researchers. They need case studies and prices, not a sales call.
Cross budget with timing. «More than 500,000» plus «Ready now» goes to the top of the call list; «Not decided yet» plus «No firm timeline» can get a follow-up email.
Export to CSV once a month and count lead sources. It is the cheapest way to see which channel brings paying clients rather than visits.
Common mistakes
- Asking everything up front. A thirty-field form gets fewer submissions than a fourteen-block one, and the details get checked on the call anyway.
- Putting contact fields last. They sit near the top on purpose: if someone drops out at the budget question, you still have their phone number.
- Making budget required with no «not decided» option. People either leave or pick a random band, and the data stops meaning anything.
- Removing the consent block on a public site form. Keep it.
Questions about the «Client questionnaire» template
What questions should a client intake form ask?
Start with a name, a phone or email, what needs doing, the project stage, a rough budget and when it should start. That is enough to prepare for the first call. Anything you need for a quote or contract is better covered in the conversation itself.
Can I embed the intake form on my website?
Yes. It publishes as a link, a QR code or a one-line script widget. The widget runs inside a Shadow DOM, so your site styles can’t break it. Responses arrive in your account and can be forwarded to a CRM or Telegram over a webhook.
Should I ask about budget?
It helps, but keep it gentle. In this template the budget is a set of ranges, not required, and the first option is «Not decided yet». Clients don’t feel pressured, and you still see who has a number in mind before you call.
Similar templates
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Service booking
Choice of service, date, time and client contacts.
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B2B lead form
Contact, company size, interests and preferred channel.
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Contact form
The fewest possible fields: for a website or a subscription page.
Do not start from an empty canvas
Open the catalog, take the closest template and rewrite the questions for your job. Five minutes instead of an hour.