Free Downloadable Client Intake Form | Business Growth Club

Collect client details—contact info, project scope, objectives, and emergency contacts—save progress and generate a PDF with our interactive Client Intake Form.

📝 Client Intake Form

1. Client Information

Full Name Company Title/Role Email Phone Address

2. Project Information

Services Requested

Desired Start Date Estimated Budget Project Description

3. Business Objectives

Primary Goals Success Metrics

4. Marketing & Audience

Website URL Social Handles Target Audience

5. Billing Information

Billing Address Preferred Payment Method

6. Emergency Contact

Name Relationship Phone

7. Additional Notes

Notes

8. Signature & Date

Client Signature Date

Progress saved!

How It Works:

Enter Client Information
Fill in the client’s name, company, role, email, phone, and mailing address.
Specify Project Details
Select requested services, choose start date, set estimated budget, and describe the project.
Define Business Objectives
Outline primary goals and success metrics to align on expected outcomes.
Capture Marketing & Audience
Provide website URL, social handles, and describe the target audience.
Add Billing Information
Enter billing address and preferred payment method.
Record Emergency Contact
Input an emergency contact’s name, relationship, and phone number.
Include Additional Notes
Use the notes section for any special requests or background information.
Sign & Date
Type the client’s signature and select the date to confirm accuracy.
Save Progress
Click Save Progress to store all entries in your browser—no login required.
Download/Print PDF
Hit Download/Print PDF to create a clean, print-ready version of the completed form.
Reset Form
Use Reset Form to clear all inputs and start over at any time.