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Client onboarding intake template

Everything you need before a kickoff call, collected once instead of across a dozen emails.

For freelancers, agencies, and consultants.

Use this template Try it first

Free account. It copies into your dashboard as a draft you can edit.

The 7 questions

  1. 1Company or project nameShort text · required
  2. 2Who's our main point of contact?Short text · required
  3. 3Their emailEmail · required
  4. 4What does a great outcome look like three months from now?Long text · required
  5. 5Have you worked with someone on this before? What went well, and what didn't?Long text
  6. 6How do you prefer to communicate?Multiple choice: Email, Slack, Video calls, Phone
  7. 7When would you like the kickoff call?Date

Why it's built this way

Goals in the client's words

Asking what a great outcome looks like in three months gives you something to measure against at the first check-in.

The past-experience question

Clients rarely volunteer why their last engagement ended. Asking directly, with a follow-up on what they'd change, saves you from repeating someone else's mistake.

A follow-up, start to finish

What does a great outcome look like three months from now?

Grow our newsletter
Follow-up

If you had to put a number on that, what would it be?

From 2,000 to 5,000 subscribers by June.

Saved in the goals column

Newsletter growth from 2,000 to 5,000 subscribers by June

Follow-ups are a Pro feature. The template ships with them off and with this guidance filled in: "Follow up on goals when they are broad, like 'grow the business'. Ask for a number or a milestone. On past experience, ask what they want done differently."

Let's get you set up

This helps us start quickly. Rough notes are fine; we'll go through everything together on the kickoff call.

7 questions · about 2 min · it may ask a short follow-up

Answer it like a respondent would. In the preview, follow-ups come from a script; the live form writes its own.

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