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Client intake form template for consultants

Consulting engagements fail on fuzzy scope. This intake form forces clarity early: the client's goals, constraints, stakeholders and definition of success — before you bill a single hour.

1. What is your name, role, company and website?
2. What stage is the business at, and how big is the team?
3. What are the top 3 challenges you want to solve?
4. What have you already tried, and how did it go?
5. What does success look like in 90 days? In 12 months?
6. What is the approximate revenue range? (optional but helpful)
7. Who else will be involved in decisions?
8. What is your availability and preferred meeting format?
9. Are there topics or methods that are off the table?
10. Do you require an NDA before sharing details?
11. What budget have you allocated for this engagement?
12. When do you want to start, and is there a hard deadline?

How to use this intake form

• Ask what they've already tried — it reveals both history and expectations.
• Get 'how will you measure success' answered in writing.
• Identify all stakeholders, not just the person who hired you.