Customer intake form
For agencies, consultants, contractors, salons and other service businesses onboarding a new client. It gathers contact details and what the client wants before the first meeting: services of interest, goals, budget range, timeline and how they heard about you, plus permission to contact them.
- Fields
- 24
- Pages
- 1
- Paper
- Letter
Fill it online without an account. The blank PDF is free to download and works in any PDF reader. Downloading a filled copy from the editor needs a free account — 3 downloads a month, no watermark. See plans
Reviewed
Before you start
What you need to fill it in
- The client's contact details and preferred contact method
- Business details, if the client is a company
- What the client wants done and why
- A budget range and timeline
- Consent to be contacted by email or text
What's inside
24 fields, ready to fill
- 9Typed answersnames, addresses, descriptions
- 1Dateschecked as real dates
- 13Choicescheckboxes, options, dropdowns
- 1Signaturessignature and initials
4 required — the editor counts down how many are left while you fill.
Instructions
How to fill out the Customer intake form
- 1
Adjust the services list
Before sending, edit the services checkboxes in the editor to match what you offer.
- 2
Client fills contact details
Name, email, phone, preferred contact method and, for businesses, the company name and website.
- 3
Client describes the need
Services of interest, goals and anything that has been tried before.
- 4
Client sets budget and timeline
A range from the dropdowns helps you prepare a realistic proposal.
- 5
Consent and sign
The client ticks contact consent and signs. Publish as a web form to collect it before the first call.
Fill it online
What filling it looks like
- Edit & fill, Invite to sign and Create form are three modes of the same editor
- Amounts are formula fields: they calculate as you type
- The field navigator counts what's left and jumps to the next field
Shown with our invoice template. Sample content; names are fictional.
Written for: Any
This is a general-purpose template. Check that its terms and fields match your situation and any rules that apply where you use it before you rely on it.
Written by PDFBetter and last reviewed October 15, 2026. Spotted a problem? Tell us.
Customer intake form: questions people ask
Should I ask for a budget?
A range saves both sides time. It tells you which options to propose and avoids quoting work the client cannot afford.
Why include contact consent?
Text and marketing messages are regulated in the US, for example by the TCPA and CAN-SPAM. A record of consent helps; this is not legal advice.
Can clients fill this on their phone?
Yes. Publish it with Form builder and share the link or a QR code.
What if I need a signed agreement too?
Use the intake form to scope the work, then send a service agreement for signature.
Ready when you are
Fill the Customer intake form now — no account to start.