Freelance & Client Onboarding
Client Intake Form PDF template
Send it to a new client before the first call. You arrive already knowing the company, the goal behind the work, the budget band and when they want to start.
Free to start. You get an editable copy — add or move fields, then share the link. Or download the blank PDF to print and fill in by hand.
Fields included
- Client name
- Email address
- Phone number
- Company or brand name
- Project goals
- Budget range
- Preferred start date
- Referred by
How to use this template
- 1 Click "Use this template" to get your own editable copy.
- 2 Adjust the fields — add, remove, or move them to fit your needs.
- 3 Publish and share the link. Each response comes back as a completed PDF.