Client intake survey

Congrats! You just earned a new client. Now what? Use the client intake form to get the client up and running fast and understand what matters to them so you can provide the best experience possible. Here’s what the template includes:

Sample emails to send before and after the survey is completed.

Client intake questionnaire to collect the client’s basic information and the primary and secondary user details.

A few quick feedback questions to gauge user experience.



Email address


Company name