Client intake 18 questions · 8 min
Website design questionnaire template
A full client brief: goals, audience, pages, brand files, budget and deadline.
- Logic
- File upload
- Hidden fields
4 free templates
Client intake form templates
Client intake templates that collect everything you need before the first meeting, so you can quote or plan without a round of emails. The website design questionnaire gathers goals, examples and files over four short pages, and the fitness client intake form covers a pre-exercise health check and a signature. The enquiry and quote request forms suit any service business.
Client intake templates
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Client intake 21 questions · 6 min
Fitness client intake form template
Goals, lifestyle and a pre-exercise health check that flags GP clearance, with a signature.
- Logic
- Scoring
- Endings
Also useful for client intake
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Lead generation 14 questions · 2 min
Enquiry form template
Contact preference, suburb and postcode, job details, photos and ABN for businesses.
- Logic
- File upload
- Hidden fields
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Lead generation 13 questions · 3 min
Quote request form template
Job details, files, site address, budget and deadline, so you can price it first time.
- Logic
- Endings
- File upload
How to choose
- Starting a website or design project? Start with the website design questionnaire template.
- Signing up a personal training client? Start with the fitness client intake form template.
- Pricing a job before you visit? Start with the quote request form template.
Questions about client intake templates
Can clients upload files?
Yes. File upload questions accept documents and images up to 10 MB each on the Free plan, or up to 5 GB each on Pro.
Can clients finish the form later?
Yes. Answers are saved in the client’s browser as they go, so they can come back to the same link and pick up where they left off.
Can’t find the right template?
Describe the form you need and Pulseware’s AI drafts the questions in the editor. Or start with a blank page. No sign-up needed.
More template categories
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