Make a professional first impression while gathering all essential client information with this comprehensive Client Intake Form template. The form streamlines your onboarding process by capturing everything you need to know about a new client in a structured, organized format. Features include personal and business toggle sections, complete contact information fields, project type classification, budget range selectors, timeline expectations, referral source tracking for marketing insights, detailed project description areas, special requirements and preferences, preferred communication method and availability, and emergency contact information where applicable. The template produces a clean, formatted PDF summary that can be shared with your team or stored in client files. Includes a shareable link feature that lets you send the form to clients for pre-fill before meetings. Perfect for consultants, agencies, law firms, contractors, therapists, and any service business that onboards new clients regularly.
The template is delivered as a .xlsx (Excel) file. It works seamlessly in Microsoft Excel (2016 and later), Google Sheets, LibreOffice Calc, and Apple Numbers.
Absolutely! Every cell, formula, color, and font is fully editable. You can add your company logo, change the color scheme to match your brand, and add or remove rows and columns as needed.
After purchase, you'll receive an instant download link via email. You can also access your files anytime from your order confirmation page. No waiting — start using your template immediately.
No. While the template is optimized for Microsoft Excel, it also works perfectly in Google Sheets (free), LibreOffice Calc (free), and Apple Numbers. Simply upload the file to your preferred spreadsheet app.
Yes, within 30 days of purchase if the file is corrupted or will not open, does not match its description, or you bought it twice. Email support@instantsheettemplates.com with your order number. See the refund policy in our terms of service.
Yes. You can use it for your own businesses and projects, personal or commercial. You may not resell, redistribute or share the template file itself with others.
Complete the set: the Freelancer Complete Pack includes this template, 8 templates for the price of 5 ($9.89).
Prefer to fill it in online? Sign-In Sheet Maker makes the same document as a PDF for free.
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See also: What to ask new clients on an intake form.