Client Intake Form - Small Business Ready
A customizable client intake form to collect essential information, clarify goals, and prepare for productive consultations.
This tool is included free inside the Growth Vault membership.
This Client Intake Form helps you collect the right information upfront—so you can serve clients more effectively and protect your time.
Designed for small business owners, this form creates a consistent process for gathering client details, service needs, goals, and expectations before work begins.
Use this intake form to:
-
Reduce back-and-forth communication and unclear scope
-
Set professional boundaries and manage client expectations
-
Improve service delivery, follow-up, and record keeping
-
Create documentation that supports invoicing, contracts, and growth
This tool is ideal for consultants, service providers, and small business owners who want to operate more efficiently and build systems that scale.
-