Why use a client intake survey instead of a kickoff call?

A written brief gives everyone the same questions and a shareable record. You can still hop on a call after the answers land.

Does this template collect contact details?

Yes. Lead capture is on, so Nice Forms asks for a name and email after the last question. You can turn that off in settings.

Copy the template once, then duplicate the survey in your workspace for each project so the questions stay consistent.

Replace a 40-minute kickoff call with a brief clients can finish overnight: goals, services, timeline, and constraints.

Freelancers and agencies who want the same clear brief at the start of every project.

Freelancers and agencies who want the same clear brief at the start of every project.

Why use a client intake survey instead of a kickoff call?: A written brief gives everyone the same questions and a shareable record. You can still hop on a call after the answers land.
Does this template collect contact details?: Yes. Lead capture is on, so Nice Forms asks for a name and email after the last question. You can turn that off in settings.
Can I reuse this for every new client?: Copy the template once, then duplicate the survey in your workspace for each project so the questions stay consistent.

A three-question Net Promoter Score pulse: the 0–10 score, a reason, and one open follow-up you can summarise later.

Measure satisfaction right after a moment that matters — a ticket, a delivery, or the first week of using the product.

A four-question workplace pulse: mood, what is helping, what is blocking, and one change for next month.

Get up to 50 responses per survey for free

Replace a 40-minute kickoff call with a brief clients can finish overnight: goals, services, timeline, and constraints.

Freelancers and agencies who want the same clear brief at the start of every project.

Freelancers and agencies who want the same clear brief at the start of every project.

Why use a client intake survey instead of a kickoff call?: A written brief gives everyone the same questions and a shareable record. You can still hop on a call after the answers land.
Does this template collect contact details?: Yes. Lead capture is on, so Nice Forms asks for a name and email after the last question. You can turn that off in settings.
Can I reuse this for every new client?: Copy the template once, then duplicate the survey in your workspace for each project so the questions stay consistent.

Get up to 50 responses per survey for free