Collect all the essential info you need before the work begins.
Customizable, branded, and sharable in minutes.
✅ Structured questions for smoother onboarding
✅ Logic to personalize the experience
✅ Easy integrations with Notion, Slack, Airtable & more
What’s a Client Intake Form? 📋
A Client Intake Form is the first step in every successful project. It helps you gather the context, expectations, and logistics you need without the endless back-and-forth.
Use it to:
- Qualify leads before hopping on a call
- Clarify project scope and avoid scope creep
- Build trust by showing professionalism from day one
- Speed up onboarding and reduce admin work
What’s Included in the Template? 🧩
Here’s what’s already built in:
- Contact info
- Company or business details
- Goals or objectives
- Budget range
- Timeline expectations
- Services needed (select options)
- File upload (optional brief or references)
You can edit or remove any field. No code required.
Why use Tally? 🛠️
Tally gives you powerful forms without the bloat.
It’s clean, modern, easy to use, and free.
With Tally, you can:
- Customize every field with drag & drop
- Add logic jumps for different course types
- Send confirmation emails automatically
- Connect to Notion, Airtable, Mailchimp, Stripe & more
- Embed the form on your website or course landing page
Who’s This For? 🎯
- Freelancers onboarding new clients
- Creative agencies streamlining operations
- Consultants organizing discovery calls
- Coaches gathering info before a first session
If you're client-facing, this form saves time and sets the tone.
Frequently Asked Questions ❓
Can I brand the form with my own logo and colors?
Yes, customize everything from the layout to the confirmation message.
Can I collect files or briefs with this form?
Absolutely. File uploads are included (free up to 4MB, more on paid).
Can I use logic to personalize the form for different services?
Yes! Show or hide fields based on the service selected. No coding needed.
Can I automate what happens after submission?
Yep, send info to Notion, Slack, email, Airtable, or over Zapier. Advanced users can use webhooks.
Do I need a paid plan?
You can use this template for free with logic and integrations. Paid plans give you team collaboration, webhooks, no branding, and advanced analytics.
