Template
Client intake questionnaire for agencies
Use this questionnaire after a client signs so the delivery team has the operating context required to start recurring work.
Questions to copy
- 1What does your business sell, and which offers matter most this quarter?
- 2Who is the target audience, and who is not a fit?
- 3What would make the first 90 days successful?
- 4Which deliverables or package inclusions do you expect this month?
- 5Who can request changes, and who gives final approval?
- 6What files, links, accounts, analytics, or existing assets should we review?
- 7What claims, phrases, visuals, competitors, or topics should we avoid?
- 8What proof should be shown after work is delivered?
Ask operational questions, not survey questions
The highest-performing intake templates are specific. They ask for the context needed to ship work, not general opinions that never reach the delivery team.
Store answers where delivery happens
Do not leave useful intake answers trapped in a form response. Connect them to the client workspace, service plan, and recurring deliverables.
FAQs
Is this a lead form?
No. This is a post-sale intake questionnaire for signed clients, designed to support onboarding and delivery.
How many questions should an agency intake form have?
Ask enough to prevent delivery confusion. Most agencies need shared business, access, approval, and reporting sections plus service-specific questions.