Only ask questions you will actually use.
Template · Intake Form
Intake Form Template
Use this to structure a practical intake form before the first booking or session.
When to use it
A useful intake form collects the details that change what happens next. It should help you prepare, qualify, or route the client without turning onboarding into homework.
Starter draft
Full name
Best email and phone number
What would you like help with?
What is the main goal for this work?
Is there any context I should know before the first session?
Do you already know which package or support option you want?
Use it well
Keep the template simple enough to send
Put the form before booking if the answers affect the first session.
Use follow-up questions only where they change the next step.