Client Intake Form Templates
Save valuable time and enhance communication with potential clients! Seamlessly gather essential information about your prospect’s goals and expectations with AidaForm client intake form examples!
AidaForm is a versatile digital form builder that allows you to design professional, secure forms with ease — no coding skills required. Its intuitive interface makes the process fast and user-friendly.
Choose one of the free sample forms, customize it to your liking and you’ll have your client intake form ready to use in no time!
Just click Use Template and whip up your free AidaForm account in seconds.
How to Customize and Launch AidaForm’s Intake Form Examples
Follow these 3 easy steps to create your business intake questionnaire:Add a New Template to Your Account
Hit the Use Template button and access your AidaForm account. Don’t worry if you don’t have one yet — creating it takes less than a minute. Once inside, your chosen template will appear under My Forms. Simply click on it to open the Builder section.
Assemble Your Ideal Form
Customize the form example to fit your business. Edit or add text and specific fields, add and delete questions and change button shapes to meet your needs. Want to create a new section? Use the Page Break field in the Form Elements panel. Eager to bring your ideas to life? Adjust the color palette, using the Form Designer customization tools.
Publish & Collect Responses
Ready to connect with prospects? Turn on the Publish toggle to make your customer intake form live! Now you can share the automatically generated URL for your form with your clients. Each submission is safely stored in your AidaForm account, so all client data stays organized and easy to access. Decide how you want to share the form — publish it as a standalone link or quickly embed it into your website.
Streamline Online Onboarding for New Clients
AidaForm offers free templates to jumpstart your business process. It allows you to not only collect valuable information about your client’s goals but also to create consent forms with checkbox fields to ensure your client understands and agrees to your terms. With the free plan, you can collect up to 100 responses each month — perfect for getting started.
Add an E-signature Field
We understand that some businesses may require electronic signatures. To meet this need, AidaForm’s Expert and Ultimate plans offer a Signature field. New and existing clients can approve agreements with secure e-signatures. These higher tiers also unlock features to enhance the client experience, such as personalized thank you pages and custom follow-up email notifications.
Set Up Integrations
Unleash the power of integrations! Simplify your processes by routing signed files straight to your preferred cloud drive, making organization seamless. Connect Google Sheets to instantly forward every collected response into a spreadsheet for real-time tracking.
Turn On Email Notifications
Never miss a beat! AidaForm can automatically send completed and signed forms to your inbox, keeping your records organized. Plus, you can choose to send a confirmation email to your clients for their peace of mind.
Print or Download Your Forms (Now with PDF Export!)
Keep your data organized and secure! Download your completed forms as PDF files, preserving all the information you’ve collected, from text and images to electronic signatures. Access your forms through the Results tab, then your Response Inbox. Simply select the forms you need and click the Download button for a convenient and complete record — the best way to archive your client data.