Client intake form builder
Client intake form builder
Build a printable intake packet with client details, needs, required questions, document checks, and next actions.
PreviewPrintable intake packet
Client intake form
New client intake
Northwind Studio · Intake date 2026-05-05
Client
| Name | Avery Stone |
|---|---|
| Organization | Acme Co. |
| Preferred contact |
Contact
| [email protected] | |
| Phone | 555-0100 |
| Owner | Maya Chen |
Intake summary
| Needs | 2 | Questions | 2 | Documents | 2 |
|---|---|---|---|---|---|
| High priority | 1 | Waiting on client | 1 | Required unanswered | 1 |
Need priorities
| High | 1 |
|---|---|
| Normal | 1 |
Need statuses
| Waiting client | 1 |
|---|---|
| Discussed | 1 |
Needs
| Topic | Description | Priority | Status | Date | Owner |
|---|---|---|---|---|---|
| Website refresh | Update service pages | High | Waiting client | 2026-05-10 | Maya |
| Analytics | Review current reporting | Normal | Discussed | 2026-05-12 | Jules |
Required responses
| Section | Question | Response | Flags |
|---|---|---|---|
| Goals | Primary launch goal | Lead generation | Required |
| Assets | Brand files available? | - | Required |
Document checklist
| Document | Status | Owner | Due date | Notes |
|---|---|---|---|---|
| Brand guide | Requested | Avery | 2026-05-07 | - |
| Existing copy | Received | Maya | 2026-05-06 | - |
Waiting on client
| Website refresh | Maya |
|---|
Next actions
| Brand guide | 2026-05-07 · Avery |
|---|---|
| Website refresh | 2026-05-10 · Maya |
Notes
Collect brand files before scoping.