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How to Create a Client Information Form
Every project starts with the same twenty questions — asked across six emails and two calls, then half-forgotten. A client intake form collects everything once: contact details, what they need, budget range, timeline and notes. This guide shows what to ask (and what to leave out) and generates a clean, printable form PDF.
Step by step
- Open the Client Info Form tool and add your business name at the top.
- Keep the standard fields: name, company, email, phone, address.
- Use the project section for what they need, their timeline and how they found you.
- Download the PDF and send it to new clients — or print it for in-person intake.
Open the Client Info Form tool
Tips for better results
- Short forms get completed: every field must earn its place. You can always ask more later.
- 'How did you hear about us?' is the cheapest marketing research you will ever do — never delete that field.
- Completed forms file straight into Customer Records, so intake becomes your database.
Frequently asked questions
Contact details, company (if any), what they are hiring you for, timeline, budget range, and a free-notes field. That covers 95% of kickoff questions.
A PDF works everywhere and prints cleanly — ideal for trades and in-person work. The answers then live in your records, not in a chat thread.
Yes — a range is enough. It prevents proposing a $5,000 solution to a $500 problem, which wastes everyone's time.