Templates
New client intake form

New client intake form

This template keeps all new client information organized in a single form. Never lose track of which client is which by having them all on digital record.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF
New client intake form

This template keeps all new client information organized in a single form. Never lose track of which client is which by having them all on digital record.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

This intake form should be completed at an initial client meeting. Learn all about your client’s goals, their competitors, marketing strategies, and product descriptions. Also, note down their company name, address, and billing information to avoid any embarrassing slip-ups with this sheet.

Related categories

Preview of the template
Audit
How did you find out about Asterisk Creative?
Client Details
Client Type
Address
Phone, fax, toll-free
What is your primary product/service?
What are your secondary products/services?
How would you describe your services and/or products?
What are the short-term goals of your company?
What are the long-term goals of your company?
Who are your main competitors?
How are you different from your competitors?
What does your ideal customer/client look like (age, gender, SES, habits, technology, etc.)?
What problems do your prospects have that your company solves?
Do clients/customers have a specific perception of your company?
Are you looking to change this perception? If so, how?
Do you have a tag line or slogan?
Do you have any color preferences or existing brand colors?
Do you have any colors that you do not wish to use?
Are there any brand or identity guidelines that need to be reflected in this project? If so, provide details.
What adjectives should best describe your company?
What feeling or message do you want your company's identity to convey?
Should this project reflect the mood of the company, or is it stand-alone?
Project Goals
What are you hoping to achieve through this project?
What do you hope the finished product will look like?
Logo-Specific
Type of logo required:
Logo Color Style
Where will the logo be used?
Where will the logo be primarily used?
Is there a specific spelling or stylistic way your name should be worded or written out?
Are there other logos that appeal to you? If so, why?
Does the logo need an ownership mark? Note that the client is responsible for registering any copyright claims.
Are there any additional style requirements?
Add a sketch or drawing:
Website-Specific
What will happen if you don't have a new website?
How will visitors use the website?
List the sections and features that should be included in the website.
Have you researched your online competition so you have an idea of what you do and don't want on our site?
Is there anything you do NOT want on your site in terms of text, content, etc.?
Will you be supplying the website content?
Is the content ready to use on your website?
Will you need the ability to update your website content regularly?
Are you planning to do online sales? If so, what is the product and how many items do you want to sell online?
Are you set up to accept credit cards online?
How much time will you be able to spend online, responding to inquires that come in via your website?
If you were using a search engine, which words or phrase would you use to find your site (ranked)?
Will you require any email marketing integration?
How do you plan to encourage repeat visitors/customers?
Add a sketch or drawing:
Client Contacts
Are there stakeholders other than you for this project?
Main Contact Name, Title, and Contact Info
Secondary Contact Name, Title, and Contact Info
Other Contact Name, Title, and Contact Info
Marketing Mix Overview
Are you happy with your current marketing mix?
Are you satisfied with your current logo?
Are you satisfied with your current print collateral?
Are you satisfied with your current website?
Are you satisfied with your current email marketing strategy/campaign?
Are you satisfied with the engagement on your social media outlets?
Money & Timeline
What is your preferred deadline, time frame, or exact date of completion?
Are there any special requirements or constraints on the timeline?
Do you have a budget for this project?
Do you require a purchase order to be included on each invoice?
What is your preferred method of payment?
Do you have any other special requirements related to invoicing and payment?
Miscellaneous
Add a picture of your current logo/website:
Are there any websites or secure systems that I will need access to? If so, provide login credentials for each.
Other notes:
This template was downloaded 21 times
This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.