Client Intake Form for Google Forms Coaching Consultation Editable Onboarding Questionnaire Service Business Client Information Template

This Client Intake Form for Google Forms for Coaching and Consultation helps you collect client details, project goals, timelines, and preferences in one organized place. 📋 The form is fully editable and accessible from any device via a simple link, making client onboarding fast, professional, and stress-free. ✨

𝗣𝗥𝗢𝗗𝗨𝗖𝗧 𝗙𝗘𝗔𝗧𝗨𝗥𝗘𝗦
• New Client Intake Form for Small Business
• 4 Sections: Contact & Business Information, Business Background & Goals, Project & Scope Details, Logistics & Next Steps
• Compatible with Google Forms, Google Slides, Google Sheets
• BONUS 1: Mind Map
• BONUS 2: Task Map
• BONUS 3: Step-by-step guide
• BONUS 4: ✅ Quick Start Checklist

𝗜𝗡𝗖𝗟𝗨𝗗𝗘𝗗
• 𝗖𝗼𝗻𝘁𝗮𝗰𝘁 & 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗜𝗻𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻
- Primary Contact: Full Name and validated Email Address.
- Direct Contact: Phone number (numerical validation) and preferred contact method (Email/Phone/WhatsApp).
- Business Identity: Company/Shop Name and primary Website/Shop URL to review their presence before the first call.

• 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗕𝗮𝗰𝗸𝗴𝗿𝗼𝘂𝗻𝗱 & 𝗚𝗼𝗮𝗹𝘀
- Target Audience: Detailed breakdown of who their ideal customer is.
- Pain Points: Identification of current business challenges and frustrations.
- Success Metrics: Clear questions on what the client hopes to achieve with this project.

• 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 & 𝗦𝗰𝗼𝗽𝗲 𝗗𝗲𝘁𝗮𝗶𝗹𝘀
- Service Selection: Dropdown for specific needs.
- Functional Requirements: Open-ended section for "Must-Have" features and functions.
- Timeline & Urgency: Dropdown options for deadlines (ASAP/Rush, 3-4 weeks, Flexible).
- Budget Qualification: Pre-set price ranges to qualify the lead immediately.
- Assets & Exclusions: Captures existing branding materials and, most importantly, what is not included in the project scope.

• 𝗟𝗼𝗴𝗶𝘀𝘁𝗶𝗰𝘀 & 𝗡𝗲𝘅𝘁 𝗦𝘁𝗲𝗽𝘀
- Lead Tracking: "How did you hear about us?" dropdown to track your marketing ROI.
- Scheduling: Consultation availability (ASAP, Next Week, Flexible).
- Decision Making: Identifies the primary liaison and project decision-maker.
- GDPR-Compliant Consent: A legally minded checkbox for data processing consent and contact permission, ensuring your business stays compliant.

𝗪𝗛𝗬 𝗬𝗢𝗨’𝗟𝗟 𝗟𝗢𝗩𝗘 𝗜𝗧
✅ 𝗦𝗮𝘃𝗲 𝗛𝗼𝘂𝗿𝘀 𝗼𝗳 𝗔𝗱𝗺𝗶𝗻: Stop the back-and-forth emails. Capture budget, goals, and project scope in one single click.
✅ 𝗟𝗼𝗼𝗸 𝗟𝗶𝗸𝗲 𝗮 𝗣𝗿𝗼: Impress clients with a sleek, branded experience that qualifies high-value leads for you automatically. GDPR compliance included!
✅ 𝗙𝘂𝗹𝗹𝘆 𝗖𝘂𝘀𝘁𝗼𝗺𝗶𝘇𝗮𝗯𝗹𝗲 𝗩𝗶𝘀𝘂𝗮𝗹𝘀: Includes editable Google Slides templates so you can personalize your form headers and brand graphics in minutes.

𝗘𝗫𝗧𝗥𝗔𝗦 𝗜𝗡𝗖𝗟𝗨𝗗𝗘𝗗
⭐ Quick Start Guide – How to use your template effectively
⭐ BONUS: Task Map, Mind Map

𝗛𝗢𝗪 𝗧𝗢 𝗢𝗥𝗗𝗘𝗥
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𝗬𝗢𝗨 𝗠𝗜𝗚𝗛𝗧 𝗔𝗟𝗦𝗢 𝗟𝗜𝗞𝗘
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𝗣𝗟𝗘𝗔𝗦𝗘 𝗡𝗢𝗧𝗘
Designer’s Kit Co is not affiliated with or endorsed by Google. These independently created templates are designed to enhance your workflow.

𝗥𝗘𝗧𝗨𝗥𝗡𝗦 𝗣𝗢𝗟𝗜𝗖𝗬
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𝗟𝗘𝗧’𝗦 𝗖𝗢𝗡𝗡𝗘𝗖𝗧
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