Your nameRequired
The name attached to the request.
BOOKINGS TEMPLATE
Consultation Intake Form
Free consultation intake form template for consultants, coaches and agencies. Qualify goals, timeline and budget before the discovery call.
- 6 questions · 5 required
- About 2 min to complete
- Free to use
Consultants and agencies qualifying leads
Coaches and therapists preparing first sessions
Accountants and advisors scoping new clients
Questions in this consultation intake form
Start with a complete structure, then change the wording and choices to fit your business.
Short text
WhatsApp numberRequired
Where your team replies on WhatsApp.
Email addressRequired
Useful when you send documents or confirmations by email.
What would you like help with?Required
The challenge or outcome the client wants help with.
When would you like to start?Required
As soon as possible · Within one month · Within three months · Just exploringEstimated budget
Helps you decide whether a call is the right next step.
Tips for a form customers finish
Qualify on timeline
Clients ready to start soon get priority; explorers get resources.
Keep budget optional
An optional budget field still gives you useful signal.
Prepare from the answers
Arrive at the call knowing the goal and context.
From template to published form
Every response is saved in your Inbox before the customer continues on WhatsApp with their answers prepared.
- 01
Copy the template and adjust the timeline choices.
- 02
Add an Appointment block for discovery calls.
- 03
Read the intake before accepting the call.
Before you use this template
Can clients book a call in the form?+
Yes. Add an Appointment block with your consultation services.
Can I review before accepting?+
Yes. Requests can wait for approval.
Is it suitable for coaches?+
Yes. Edit the questions to match your coaching programmes.
Make this template yours.
Start free, edit the questions and publish when the flow fits your business.
Use this template