Why Every Freelancer Needs a Client Intake Form
The first impression matters. When a potential client reaches out, how you collect their information sets the tone for the entire relationship. A professional intake form shows you're organized, experienced, and serious about your work.
What happens without an intake form?
- You forget to ask important questions and have to follow up multiple times
- Project details get lost in email threads
- You can't qualify leads efficiently
- Clients think you're disorganized
- You waste time on unqualified leads
What changes with an intake form?
- You collect all necessary information upfront
- Leads qualify themselves based on budget and timeline
- You look professional from the first interaction
- Project scoping becomes faster and more accurate
- Clients feel like they're working with an established business
What makes a good client intake form?
A professional intake form should collect:
- Contact information - Name, email, company
- Project type - What service they need
- Budget range - Qualifies whether they can afford you
- Timeline - When they need the work completed
- Project description - What they want to achieve
- Goals - Why they're hiring you
How Pinna automates client intake
This intake form generator is helpful for creating one-off forms, but Pinna takes it further by automating the entire intake process:
- Branded intake forms on your custom domain
- Automatic email notifications when a lead submits
- Client portal access created automatically after form submission
- Project workspace setup based on intake responses
- All information stored in one place for easy reference
If you're tired of manually managing intake forms, see how Pinna works. Built specifically for solo freelancers who want to collect client information like a professional firm.