25+ Sample Client Intake Form Templates

Every business wants to develop good relations with its clients. The more good the relationship with a client, the more it will be better for the overall growth and development of the business. In order to enjoy a great relationship with your clients, it is important to know them very well.

You must have all the details of your existing as well as potential new clients. For collecting the details and information of a client in an organized and professional manner, a document is generally used which is known as a client intake form. In this article, we have 25+ Sample Client Intake Form Templates available for your use. But first of all, let’s know what a client intake form actually is.

What is a Client Intake Form?

A client intake form is a document that includes a questionnaire that is used for the purpose of gathering important relevant details and information about a client or clients. A separate client intake form is given to every new client of the business so that they can easily fill in all the relevant details and the entity can keep a proper record of it.

Actually, the details collected through a client intake form will help you come up with perfect plans and devise effective strategies to deal with all the clients on an individual basis. This way, it becomes quite easy to facilitate each client and offer them quality services. When the clients receive preferential treatment, they get happy and as a result, your business develops and your brand grows.

The clients of a business not only generate revenue for the business but when they are satisfied, they also become your brand ambassadors. Thus, happy clients can become a great source of getting more potential clients and generating more business. So, it is very important to have some detailed information about all your clients. The key information obtained from a client intake form can help you set your goals and objectives with clarity.

Basically, the client intake form lays out some important questions for the clients. On the basis of these questions, you can get the information that you want from your client before start working for them or simply, before start providing your services to them. To put it simply, a client intake form is a good way to start an in-depth relationship with your clients.

Not all business structures will require a client intake form such as a factory or a manufacturing business will not be requiring this document. However, such a form can be used by service providers, software houses, online businesses, accountants, digital agencies, law firms, in-home service providers, salons or spa centers, medical professionals, etc.

Checkout the Given Below Client Intake Form Templates

Adult Client Intake Form Template

Sample Client Intake Form Template

Real Estate Client Intake Form Template

Free Printable Client Intake Form Template

Counseling Center Client Intake Form Template

In Home Services Client Intake Form Template

Sample Probate Intake Form Template WORD

Client Intake Form Template in DOC Format

Sample Client Intake Form Template

Simple Client Intake Form Template

Client Intake Questionnaire Template

Medical Facility New Client Intake Form Template

Client Intake Form Template for a SPA/Salon

Entity Client Intake Form WORD Template

How to Create an Effective Client Intake Form?

Although you can create an excellent client intake form without wasting time and effort by using our client intake form templates given on this page. However, if you still want to create this document yourself and want to know how to create an effective client intake form, then make sure to keep in mind the given-below important steps, and don’t forget to include the given details or information in your client intake form sample:

• First of all, enter the date on which you present the client intake form to get it filled by the client.
• Add some basic details of the client. If the client is an individual person, enter his/her name, age, date of birth, and gender. However, if the client is an entity or a company, enter the company’s full legal name, contact details of the company’s representative, size of the company, and nature of its business.
• Add the contact details of the client. The contact details usually include a contact number, address, email address, etc.
• Add brief details of the company’s brand. Also, allow the company to mention the details of the main products or services that the company offers. This information will provide you with a better idea of whether or not the client is perfect for you.
• A brief historical account of the company i.e., how and when it started and by whom the company’s foundations were actually laid.
• Then add a section in your client intake form where the client can enter the threats or challenges that they are facing right now. Also add, how your company will help the company to overcome such challenges.
• Then add a section to explore the client’s goals or objectives. This will help you get a clearer picture about what are the expectations of the client.
• The total amount of budget that the client has so as to carry out projects with your company. The client must have a sufficient budget if it wants to carry out major projects with your company. The amount of budget must meet your standards so that you can provide quality services to the client.
• Make sure to ask your client about its two or three major competitors. Using this information to analyze its competitors, you will be able to devise more effective strategies for your clients thus serving them in the best possible manner.
• Depending upon the situation, a client intake form may also include the following additional details or sections:
  • Emergency contact(s)
  • Health details
  • Insurance details
  • Marital status
  • Income status
  • Profession, Occupation, or line of business

Official Client Intake Form Template

Detailed Client Intake Form Template

Legal Client Intake Form MS WORD Template

Medicaid Waiver Client Intake Form Template

Client Intake Form Example in WORD Format

Client Intake Form Template for a Small Business

Sample Business Formation Client Intake Form Template

Free Editable Client Intake Form Template

Counseling Client Intake Form Template

Practical New Client Intake Form Template

Detailed Client Intake Form Template

Corporate Client Intake Form Template WORD

Basic Client Intake Form Template