Client Intake Form

A new client inquiry usually kicks off a slow email chain: what do you need, what's your budget, when do you want it done. This form replaces that chain with one link. The client gets a guided way to describe their project in about 5 to 8 minutes, and you get a complete brief before the first call: who they are, which service they want, what they can spend, and how fast they need it.

From first contact to a scoped kickoff call

Every response arrives ready to act on. A required Budget Range dropdown with four brackets, from Under $1,000 up to $10,000+, tells you immediately whether the project clears your minimums. The Timeline field, with options running from ASAP to Flexible, tells you whether it fits your calendar. Together those two answers let you sort inquiries into book now, schedule later, or politely decline before you've spent a minute on the phone.

Uplup's response analytics break results down per question, so over time you can see which services get requested most and where budgets tend to cluster. Export everything to CSV, or push each new submission into your CRM through webhooks or Zapier.

Nine fields that move from contact details to scope

The form's 9 fields fall into three natural groups. Contact comes first: full name and email are required, while phone and Company/Organization stay optional, so a solo founder isn't forced to invent an answer. Three required dropdowns then qualify the work: Service Interested In (including a Full Package option), Budget Range, and Timeline. Finally, two long-form questions capture the substance: a required Project Description and an optional Goals & Expectations box for clients who want to spell out what success looks like.

The structure is a cover page, two content pages, and an ending page. The template's recommended conversational mode shows one question at a time with a progress bar and back navigation, which keeps a nine-field ask feeling short.

Swap in your real services and price brackets

The service options ship as placeholders (Service A, Service B, Service C, Full Package) precisely because every business sells something different. Rename them to your actual offerings in the editor before you publish. The budget brackets deserve the same treatment: if your projects start at $5,000, remove the lower ranges so the form quietly sets expectations before anyone books a call.

You can also add fields, reorder them, toggle which ones are required, and apply your own logo and brand colors so the form reads as part of your business rather than a third-party tool. The template runs on Uplup's free plan, so publishing it costs nothing.

Who runs their onboarding through this form

Freelancers and consultants use it to qualify leads without days of back-and-forth. Agencies fold it into their proposal process so account managers start every engagement with budget and scope already on record. Service studios link it from a pricing page or embed it directly on their site, and WordPress users can place it with a shortcode through the Uplup plugin. However you share it, by link, QR code, or embed snippet, the goal is the same: fewer discovery emails and better first calls.