First Name
Last Name
Company/Organization Name
Job Title/Role
Email Address
Phone (Day-of Contact)
Website/Social Media Link
Project Title/Event Name
Inquiry Type
Corporate Event
Product Launch
Recurring Retainer
Bulk Order
Other:
Event/Project Date: (Or estimated start date)
Project Duration
Location
Virtual
In-Person
Hybrid
Estimated Volume/Scale: (e.g., Number of attendees, number of units needed, or hours per month)
Key Deliverables: Briefly describe exactly what you need produced or managed.
Status of Project
Just exploring/Gathering quotes
Actively planning/Ready to hire
Urgent/Emergency need
Primary Goal: (e.g., "We need to increase brand awareness," or "We need to fulfill 5,000 gift boxes for employees.")
What is your total budget range for this project?
$5,000 – $10,00
$10,000 – $25,000
$25,000 – $50,000
$50,000+
Who is the primary decision-maker for this budget?
Is there a hard deadline for this project?
No, the timeline is flexible.
Yes, this is a firm "must-have" date.
Reason for deadline (e.g., Event, Launch, Expiration)
How did you hear about us?
Have you worked with a [Your Industry] provider on a project of this scale before?
Additional Notes: (Anything else we should know to give you an accurate estimate?)
Form Template Insights
Please remove this client intake form insights section before publishing.
Here is a breakdown of why this specific structure works for a growing small business.
In high-volume scenarios, you don't actually want the easiest form possible. If a form is too short, you will be buried in low-quality leads.
The Scope & Capacity section is designed to tell you how many staff members or how much inventory you need to earmark.
The Budget Range question is the most effective tool for a small business to manage its time.
Using specific form features can shave hours off your weekly administration.
Form Element | Operational Benefit | |
|---|---|---|
Dropdown Menus | Forces the client into your predefined service categories, making data sorting easy. | |
Hard Deadlines | Immediately flags "Rush Jobs" that might require a premium fee or overtime. | |
File Uploads | Collects technical specifications or design briefs so you can prepare a quote before the first meeting. |
A well-built template doesn't just collect data; it directs it. When you implement this form, consider these internal triggers:
The language in your form should be direct. Instead of asking "What are your requirements?", ask "What does success look like for this project?" This shifts the client from thinking about tasks to thinking about results, which justifies a higher price point for your services.
Mandatory Questions Recommendation
Please remove this mandatory questions recommendation before publishing.
Here are the essential questions that must be required for a functional intake process.
Why it is mandatory: In high-volume B2B (Business to Business) or large-scale events, "who" the client is determines your entire approach. A website allows you to perform an immediate audit of their brand standards, past projects, and public reputation. It separates established entities from speculative inquiries that may lack the infrastructure to support a large contract.
Why it is mandatory: Inquiry volume is irrelevant if you are already booked. This field acts as a binary "Yes/No" for your availability.
Why it is mandatory: "High-volume" is relative. To one small business, 500 units is a massive lift; to another, it’s 5,000.
Why it is mandatory: This is the ultimate qualifier. Forcing a lead to select a budget range ensures that their expectations align with your floor pricing.
Why it is mandatory: High-volume projects often fail due to "scope creep"—where the project grows uncontrollably because the original goal was vague.