Client Intake Form - FreelancerHub

📝 How to use this intake form:

Customise the questions for your specific services
Send to new clients before starting a project
Print to PDF or use as a basis for an online form
Tip: FreelancerHub has built-in intake forms that collect this automatically

Thank you for choosing to work with us! Please take a few minutes to fill out this form. The information you provide will help us understand your needs and deliver the best possible results.

1. Contact Information

Let's start with the basics so we can stay in touch.

Full Name *

Company Name

Email Address *

Phone Number

Business Address

Website URL (if applicable)

2. Project Details

Tell us about what you're looking to achieve.

What services are you interested in? *

[Service Option 1]

[Service Option 2]

[Service Option 3]

[Service Option 4]

Other (please specify below)

Please describe your project in detail *

Include any specific requirements, goals, or outcomes you're hoping to achieve.

What problem are you trying to solve?

Ideal Start Date

Deadline (if applicable)

3. Budget & Investment

Help us understand your budget expectations.

What is your budget range for this project?

Under £500

£500 - £1,000

£1,000 - £2,500

£2,500 - £5,000

£5,000+

Not sure / Need guidance

4. Background & Context

A bit more about your business helps us serve you better.

Tell us about your business

What do you do? Who are your customers? What makes you different?

Who is your target audience?

Do you have examples of work you like? (Links or descriptions)

Competitors, inspiration, or styles you're drawn to.

5. Additional Information

How did you hear about us?

Google search

Social media

Referral from a friend/colleague

Previous client

Other

Anything else you'd like us to know?

Preferred method of communication

Phone/Video call

Messaging (WhatsApp/Slack)