New Client Intake Form — shared by the community

Who this template is for

New Client Intake Form is built for sales teams, agencies and independent consultants who need to qualify inbound demand before anyone spends time on a call.

• Sales teams, agencies and independent consultants working in lead generation & sales.
• Teams who need to qualify inbound demand before anyone spends time on a call without writing code or paying for a custom build.
• Anyone replacing unqualified enquiries clogging the pipeline with one structured record per enquiry.
• Respondents are prospects arriving from ads, search and referrals — the form asks them 17 questions across 3 screens.
• Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of unqualified enquiries clogging the pipeline and turns each submission into a record your team can act on immediately.

• 13 questions are required, so submissions arrive complete instead of needing a follow-up email.
• It collects a verified email address so replies and confirmations land.
• It captures a phone number for urgent follow-up.
• It captures a numeric value you can filter and sort on.
• Conditional logic hides 3 questions until they are relevant — shorter forms convert better than long ones.
• Splitting the form across 3 pages keeps each screen short and shows respondents how much is left.
• Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

1. 1Press “Use this template” — a fresh copy of New Client Intake Form lands in your workspace, ready to edit.
2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
4. 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
5. 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 3 conditional rules ship with it.

• Features advanced show logic: if “Are you the decision-maker?” is No, the form dynamically exposes “Decision-maker name”. Otherwise that question never appears.
• Features advanced show logic: if “Are you the decision-maker?” is No, the form dynamically exposes “Decision-maker email”. Otherwise that question never appears.
• Features advanced show logic: if “Timeline” is ASAP, the form dynamically exposes “What is driving the deadline?”. Otherwise that question never appears.
• All 3 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.