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.
What does your business sell, and which offers matter most this quarter?
Who is the target audience, and who is not a fit?
What would make the first 90 days successful?
Which deliverables or package inclusions do you expect this month?
Who can request changes, and who gives final approval?
Questions to copy
Use this as the starting point, then turn the important steps into intake, approvals, deliverables, and proof inside Blae.
Client Intake Questionnaire for Agencies
- 01What does your business sell, and which offers matter most this quarter?
- 02Who is the target audience, and who is not a fit?
- 03What would make the first 90 days successful?
- 04Which deliverables or package inclusions do you expect this month?
- 05Who can request changes, and who gives final approval?
- 06What files, links, accounts, analytics, or existing assets should we review?
- 07What claims, phrases, visuals, competitors, or topics should we avoid?
- 08What proof should be shown after work is delivered?
How to use it
Turn the document into a delivery rhythm.
Collect
Use the template to gather the details before work starts.
Structure
Turn the important steps into client deliverables and review points.
Prove
Attach approvals, versions, and final proof as the work ships.
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.
Turn the template into a live workflow.
Blae connects intake, recurring deliverables, client approvals, version history, and proof so this checklist does not become another static document.
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.