Lumiform
Features Solutions Resources Templates Enterprise Pricing
Select a language
Englishen
Deutschde
Françaisfr
Españoles
Português (BR)pt-BR
en
Contact salesLog in
Sign up
Back
Englishen
Deutschde
Françaisfr
Españoles
Português (BR)pt-BR
Features Solutions Resources Templates Enterprise Pricing
Free demo
Log in
en
Book a personal demoView video demoContact sales
Explore
Resource hubCentral repository for all Lumiform resourcesCustomer storiesReal-world successes and experiences with Lumiform.
Learn
Template collectionsComprehensive collections of best practice templates.Topic guidesComprehensive safety, quality, and excellence insights.LexiconDefinitions key to quality, safety, and compliance.
Support
Developer's guideTechnical documentation for developers.Help centerAssistance with onboarding and platform mastery.
Featured reads
Explore our collection of 38 free preventive maintenance checklists

Template collection

Explore our collection of 38 free preventive maintenance checklists

Start reading
Your guide to performing and documenting efficient child care observation

Topic guide

Your guide to performing and documenting efficient child care observation

Start reading
Lumiform as customer journey mapping tool in gastronomy

Success story

Lumiform as customer journey mapping tool in gastronomy

Start reading
Book a personal demoView video demoContact sales
By industry
Food and hospitalityManufacturingConstructionRetailTransport and logisticsFacility managementView all industries
By business needs
Health and safety managementQuality managementOperational excellenceRisk management and complianceView all business needs
By use case
Safety management softwareEnergy audit appForklift inspection appBuilding management softwareVehicle inspection appQMS appKaizen method appProperty inspection appRestaurant inspection appElevator management appProject management softwareFire inspection app
View all app uses
Book a personal demoView video demoContact sales
Overview
Template libraryDiscover over 12,000 free, ready-made and expert proofed templates.
Use cases
CleaningMaintenanceRisk assessmentSupply chainIncident management
Business needs
Health and safety managementQuality managementOperational excellenceRisk management and compliance
Industries
Food and hospitalityManufacturingRetailTransport and logisticsConstructionFacility management
Book a personal demoView video demoContact sales
Overview
Product overviewAll features
Capabilities
Digitize
Form builderMobile AppActions
Automate
Workflow automationApprovalsIntegrations
Transparency and accountability
ReportsAnalytics
Orchestrate
Administration
Book a personal demoView video demoContact sales
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
or download 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
or download pdf

About the New client intake form

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

  • Operational excellence templates
  • Professional services templates
  • Retail templates
  • Templates for business processes
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

More templates like this

Server Room Audit Checklist
Server Room Audit Checklist
Audit of an ICT server room covering aspects of physical security, ICT infrastructure and general facilities.
Templates for business processes
Security Checklist Review
Security Checklist Review
Use this template to have the security officer in your company perform a security check.
Maintenance templates
Plant inspection checklist template
Plant inspection checklist template
Use this checklist for the daily inspection of your plant operations. Reduce the number of injuries and death by accident-proofing your facility.
Quality assurance templates

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.
Lumiform logo
Platform
HomeSign upProductAll featuresPricingEnterpriseTrust and securityCustomer success offeringsDownload the app
Solutions
IndustriesFood and hospitalityManufacturingConstructionRetailTransport and logisticsFacility management
Business needsHealth and safety managementQuality managementOperational excellenceCompliance and risk management
Uses cases
Learn
Template collectionsTopic guidesLexiconHelp centerJournalInfographicsVideos
Resources
Lumiform templatesby industryby use caseby business needAll categories
Customer storiesDeveloper APIResource hubIntegrations
Company
AboutJobsLegalBook a demoContact sales
© 2025 LumiformTerms and conditionsPrivacyData processingSitemap
App StoreGoogle play