Consultant Intake Form

Fully editable with custom branding. Send, print or embed online.

Bonsai has helped create 1,023,928 documents and counting.

Trusted by thousands of agencies and consulting firms
4.8/5 on Capterra
4.8/5 on G2
Successful agencies, consulting and professional services firms rely on Bonsai every day to run their business.
Table of contents

If you're a consultant or agency offering specialized services to clients, you know that the first step in any successful project is gathering information about the client's business, goals, and existing online presence. That's where intake forms come in.

This article will explore the importance of consultant intake forms and how they can help you better understand your client's needs. We'll also provide tips on creating an effective intake form and using the information you gather to drive success for your clients. So, read on for some valuable insights.


A consultant intake form is a document or questionnaire used to gather client information at the beginning of a consulting project. The form typically asks questions about your client's business, goals, target audience, existing online presence, and other relevant details that can help you better understand the client's needs and develop a tailored strategy.

Intake forms are important because they help ensure you understand the client's objectives clearly and can deliver services aligned with those goals. By gathering information about the client's business and online presence, you can identify opportunities for improvement and develop a strategy that is tailored to the client's unique needs.

Additionally, an effective intake process can help to set expectations for both the consultant and the client, ensuring that everyone is on the same page from the outset of the project. When you're on the same page with your clients, then the chances of misunderstanding drastically go down.

In this article, we will go over what you can achieve with intake forms and what they entail. Not all forms are created equally, so stick around till the end to get some much-needed insights. After you read through our top tips, drafting your own intake forms will be a piece of cake.

Purpose of a consultant intake form

An intake form is a document that you can use to gather important information about your clients and their needs before beginning a consulting engagement. The purpose of the form is to ensure that you clearly understand your client's goals, expectations, and requirements and any constraints or challenges that may need to be addressed.

By collecting key information through the intake form, you can better tailor your approach to the client's unique situation and needs. This can help you ensure the consulting engagement is effective and delivers value to the client.

Having a well-designed intake form can bring several benefits to the consulting process, including:

Improving communication

The intake form serves as a tool for initiating communication with clients and capturing their needs and expectations. It helps ensure that both you and your client are on the same page, which reduces the likelihood of misunderstandings and miscommunications. A well-designed intake form can also help build trust and credibility with the client.

Streamlining the consulting process

A comprehensive intake form can help streamline the consulting process by providing you with all the necessary information upfront. This can help save time and effort in the long run, as you can avoid asking for additional information or clarification during the project. Additionally, the intake form can help identify potential issues or areas of concern early on, preventing delays or disruptions later in the engagement.

Providing a clear understanding of the client's goals and expectations

By collecting detailed information about your client's needs and expectations, the intake form can help you develop a clear understanding of the project's goals and scope. This can help you develop a tailored approach that aligns with the client's needs and expectations, increasing the likelihood of project success.

Enabling effective decision-making

A well-designed intake form can also help you make informed decisions throughout the engagement. By understanding the client's industry, business goals, and other key factors, you can make strategic decisions that align with the client's objectives and lead to positive outcomes.

Key elements of a consultant intake form

Here is a list of key elements that should be included in a well-designed consultant intake form:

Client Information

This section should provide basic information about the client, such as their name, job title, company name, and contact information. It is also helpful to include information about the client's industry, the size of the organization, and any relevant background information that will help the consultant understand the client's needs.

Project Overview

This section should provide a high-level description of the project and its goals. It should explain what the client hopes to achieve through the consulting engagement and should provide context for the rest of the intake form. The project overview should be concise but should provide enough detail to help the consultant understand the scope of the project.

Project Scope

This section should outline the specific services that the client is requesting. It should provide a clear understanding of your role in the project. It should include details about the deliverables that the consultant will be responsible for. For example, if the matter is requesting marketing consulting services, the project scope might include activities such as market research, branding, and campaign development.

Budget and Timeline

This section should provide information about the client's budget and timeline for completing the project. It is important to be clear about the client's constraints or limitations regarding budget and timeline. This will help you develop a realistic plan for achieving the project goals.

Relevant Background

This section should provide relevant background information about the client's industry, competitors, and any other relevant details that the consultant should be aware of. For example, if the client operates in a highly regulated industry, you must be aware of any relevant regulations or compliance requirements.

Key Stakeholders

This section should provide information about any other individuals or teams involved in the project. It should include their names, roles, and contact information. You will need to be aware of the key decision-makers and other stakeholders with a vested interest in the project.

With a partner like Bonsai, you can curate your own consulting forms that are tailor-made for clients. They include all the necessary elements with enough flexibility to allow you to engage clients in your own special way.

Tips for creating an effective consultant intake form

To maximize your chances of success, be sure to follow these tips.

Keep it simple and concise

The intake form should be easy to read and understand, so it's important to use clear, straightforward language and avoid unnecessary jargon or technical terms. The form should also be concise, focusing on essential information.

Use clear, straightforward language

The language used in the intake form should be easy to understand, even for individuals who may not be familiar with the industry or subject matter. Avoid using jargon or technical terms that may be confusing.

Include only essential information

The intake form should focus on gathering essential information that will help the consultant understand the client's needs and develop a tailored approach. Avoid including unnecessary details that may clutter the form or distract from the key information.

Tailor the form to the specific needs of the client or project

Tailoring the intake form to the client's or project's specific needs is important. This may involve customizing the form to gather the information that is specific to the client's industry or project requirements.

Test the form with colleagues or clients to ensure it is effective

Before finalizing the intake form, it's a good idea to test it with colleagues or clients to ensure that it is effective. This may involve soliciting feedback on the form's layout, content, or overall effectiveness. Testing the form can help identify any areas that may need to be revised or improved.

By following these tips, you can create an effective intake form that will help you gather key information and develop a tailored approach that aligns with the client's needs.

Frequently Asked Questions
Questions about this template.