Intake
Client intake
Kick off client work with goals and constraints.
Kick off client work with goals, constraints, and assets. Give new clients a calm document-style form instead of a scattered email thread.
When to use it
- Agency and freelance project kickoffs
- Consulting discovery before a proposal
- Retainer clients starting a new workstream
Suggested fields
- Company
- Primary contact
- Goals
- Timeline
- Budget range
- Links to assets
Open this template in the Parrotform guest builder. Customize questions with slash commands, add logic if you need it, then publish on cloud or self-host.
Use this templateQuestions & answers
Can I attach a brief template?
Write briefing context as text blocks above the questions so clients see expectations in place.
Can different service lines see different questions?
Yes. Start with a service-type choice and reveal the relevant fields with conditional logic.
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Prefer a blank page?
Start from scratch in the same editor.