Client intake form template
Efficiently onboard new clients with our adaptable client intake form template. Whether you're in healthcare, consulting or any service-oriented field, this form makes it simple and easy to collect essential information about new clients so you can provide them with high-quality, tailored services.
With the intuitive drag-and-drop builder, you can easily customise the form to capture exactly the information you need, including personal details, contact information, preferences and specific needs. You can also easily add your brand’s logo and colours to create a consistent and welcoming brand experience for your new clients.
Explore which features support this survey template
We have so many powerful features to help you launch surveys quickly, but here are our most popular ones for new users.
Customisable survey experiences
Out-of-the-box themes, accessible colour palettes, custom fonts, branding and more.
Many ways to send your surveys
Collect survey responses via email, website, SMS, social media, QR codes, offline and more.
Survey analysis; no training required
Automatic results summaries, filters, custom dashboards, crosstab reports, text analysis and more.
Additional resources to help you launch successful survey projects
Success Stories
Read about our customers, explore webinars and get guides on collecting feedback in your industry.
Blog
Get tips on how to create better surveys, hear the latest product news or check out our research.
Help Centre
Access tutorials on how features work, learn more about billing and contact Customer Support.
Discover more resources
Healthcare Leader
Healthcare leaders can use this toolkit to help them better understand the patient and employee experience.
Continuing healthcare checklist: what UK healthcare providers need
Learn what information healthcare and social workers need to provide for a continuing healthcare checklist, what happens next and possible outcomes.
How to use annual health survey data to inform decisions
Learn about some of the latest annual Health Survey for England trends and how they can inform campaigns, marketing strategies and healthcare provision.
GP Patient Survey key insights and takeaways
We explore some of the key takeaways from the 2024 GP Patient Survey, including patient satisfaction, getting an appointment and more.