Business Client Intake Form

Welcome on board!To get started, what's your name?Thanks, {{field:28aa2d34-70e5-4ff8-9e5a-32e8fca8afd0}}. And will you be the lead contact for this account? If not, please enter their name in 'other'

Yes

What number can we reach you on?And what's the email address of the main account contact?What's your address?How did you find out about us?

Word of mouth, An advert, Social media, Just by searching online

Thanks a lot {{field:28aa2d34-70e5-4ff8-9e5a-32e8fca8afd0}}! That's all the information we need for now. We'll be in touch to discuss next steps.

Collect up to 3.5x more data with Typeform

Automate processes and save time

Using online forms is a fast-track way to gathering the info you need, and cutting down time spent on admin tasks. This business client intake form can be used in lots of ways, from capturing contact information to scoping their project vision.

With Typeform, you can customize everything

Change text, colors, and even logos to match the look and feel of your brand. Then embed forms smoothly onto web and email.

Make forms feel effortless to fill out. Pace questions, call people by their name, and adapt the flow based on the data they share.

Stay efficient by connecting forms to your workflow. Typeform integrates with 120+ tools including Slack, Zapier, and HubSpot.

Business client intake form FAQs:

There are a few ways to collect customer information—and most of the old-school ones are pretty time-consuming. We think a simple online form is the fastest, most efficient way to get the job done. Here’s why:

There’s no need for back-and-forth emails or lengthy phone calls—forms cover everything in one single step, without taking up your team’s time
With a form, you can gather as much or as little info as you need, so there’ll be no gaps in your records
Typeform organizes your data logically, so you can export tidy spreadsheets, or integrate with tools for seamless data transfer