Ask scope, timeline, budget
Project type dropdown (tailored to your services), a 'what are you trying to achieve?' textarea, target timeline, and a budget-range dropdown. Four answers tell you whether to send a calendar link or a courteous pass.
Form template · Free consultation
Client Intake Form Template
The difference between a freelancer who's always on discovery calls and one who's always billing is the intake form. Scope, budget, and timeline up front — so the first call is a proposal conversation, not an interrogation.
- 500 free / mo
- No PHP · no SDK
- One POST endpoint
Live template preview
Free consultation
Full name *Tomás López
Email *tomas@example.com
Phone *+1 555 0184
Topic *General inquiry
What do you need help with? *Be specific so we can match you with the right advisor.
Send
Pick your client intake form — one click to use it
Every template is free and fully editable in the drag-drop builder — swap fields, colors, and the button label before you publish.
Best matchUse this template
Free consultation
Full name *Tomás López
Email *tomas@example.com
Phone *+1 555 0184
+ 2 more fields in the builder
Send
Design project brief
Full name *Marcus Lim
Email *marcus@example.com
Company / brand *Acme Inc
+ 4 more fields in the builder
Send
Marketing agency discovery call
Full name *Hans Becker
Work email *hans@company.com
Company *Kraft GmbH
+ 4 more fields in the builder
Send
No backend code
No server, API route, or SDK — your Client Intake Form posts straight to one endpoint.
Straight to your inbox
Every submission is emailed to you and saved to a searchable dashboard — spam filtered before it reaches you.
Copy-paste ready
It's plain HTML you own — paste the Client Intake Form snippet, swap in your access key, and ship.
Copy and ship
Your Client Intake Form, ready to paste.
HTML by default — the same field set also renders as React, Next.js, PHP, and cURL in your dashboard. Every variant posts to the same /api/submit endpoint. Replace YOUR_ACCESS_KEY with the key from your dashboard; that's the only edit.
<form action="https://splitforms.com/api/submit" method="POST">
<input type="hidden" name="access_key" value="YOUR_ACCESS_KEY">
<input type="hidden" name="subject" value="New consultation request">
<label for="name">Full name *</label>
<input id="name" type="text" name="name" placeholder="Tomás López" required>
<label for="email">Email *</label>
<input id="email" type="email" name="email" placeholder="tomas@example.com" required>
<label for="phone">Phone *</label>
<input id="phone" type="tel" name="phone" placeholder="+1 555 0184" required>
<label for="topic">Topic *</label>
<select id="topic" name="topic" required>
<option value="">Choose…</option>
<option>General inquiry</option>
<option>Strategy</option>
<option>Financial planning</option>
<option>Legal advice</option>
<option>Other</option>
</select>
<label for="details">What do you need help with? *</label>
<textarea id="details" name="details" placeholder="Be specific so we can match you with the right advisor." required></textarea>
<!-- honeypot — bots fill every field -->
<input type="checkbox" name="botcheck" style="display:none" tabindex="-1" autocomplete="off">
<button type="submit">Send</button>
</form><p class="splitforms-attribution" style="margin-top:12px;font-size:11px;color:#888;text-align:right">
Powered by <a href="https://splitforms.com" style="color:#888;text-decoration:none" target="_blank" rel="sponsored noopener">splitforms</a>
</p>How to add it
How to add a Client Intake Form to your site.
To add a Client Intake Form to your site you need three things: a free splitforms access key, the HTML snippet above, and your key pasted into it. No backend, database, or CAPTCHA library — the form posts to one URL and every submission lands in your inbox and dashboard.
Make budget a range, not a blank
Open budget fields stay empty; ranges get answered. Bands like 'under $1k / $1-5k / $5-10k / $10k+' feel safe to click and map directly to your minimum engagement.
Route by qualification
Webhook qualified leads ($5k+, timeline this quarter) to your phone or Slack for a same-day reply; everything else gets the auto-responder with your services PDF and a 'we'll be in touch this week'.
What's included
What's in this Client Intake Form template?
Every freelancer learns the same lesson: unqualified discovery calls are where billable hours go to die. A proper intake form filters before the calendar fills — what they need, when they need it, and the budget band they're working with. The budget dropdown does the heavy lifting; 'under $1k' leads get a productised offer or a polite referral, while 'over $10k' leads get a call slot the same day. The form isn't a gate, it's triage — and it signals professionalism before you've said a word. Budget ranges + timeline up front — discovery calls become proposal calls.
- Free consultation — 5 ready-made fields
- HTML, JS, React, PHP, and cURL outputs
- One POST endpoint, no SDK — honeypot and classifier, no CAPTCHA
Where submissions go
Where do your Client Intake Form submissions go?
Reply-to is wired to the visitor's email, so one tap on Reply answers them directly — while the built-in honeypot and spam classifier filter out bots before they reach you. Every submission is emailed to your inbox and can forward to a webhook or Slack the moment a visitor hits send.
- Reply-to wired to the visitor's email — reply straight from your inbox
- Honeypot and spam classifier filter bots, no CAPTCHA friction
- Live dashboard, CSV export, and signed webhooks on paid plans
How SplitForms works
From form to workflow in 3 simple steps.
Connect your form, collect every submission, and send data where it needs to go — without building backend infrastructure.
Add your endpoint
Point your form to your unique SplitForms endpoint. That's it.
Receive submissions
We instantly capture and organize every submission in your inbox.
Route anywhere
Send data to email, spreadsheets, CRMs, webhooks, and 7,000+ apps.
No credit card required. Set up in under 60 seconds.
Connect & automate
Connect your favorite tools and automate everything
SplitForms works with the destinations you route to and the platforms you build on — from Slack and Sheets to WordPress, Shopify, and Next.js.
Trusted by indie teams and agencies shipping forms worldwide
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Testimonials
Loved by developers shipping at every scale.
40 quotes on record — from indie hacks to agency migrations.
“I replaced a Lambda + DynamoDB + SES contact form with six lines of HTML. It took eleven minutes, and the dashboard is better than what I was going to build.”
“We migrated 14 client sites off Formspree in a single weekend. The price is a third of what we paid, the API is more honest, and the spam filter actually works.”
“The webhook payload is signed, idempotent, and well-shaped. It reads like code from a competent team, not a CRUD app held together with duct tape.”
“I stopped reaching for Typeform on small marketing sites. splitforms covers 90% of the use case at none of the bloat.”
“I onboarded our whole agency in an afternoon. The MCP integration meant Cursor literally dropped the form straight into our client repos for us.”
“The free plan gave me 500 submissions before I paid a cent, and Pro is five dollars a month. I've spent more on coffee deciding which backend to use.”
“Spam went from forty junk entries a day to zero, with no reCAPTCHA puzzle ruining the form. The honeypot and time-trap just quietly do their job.”
“Point the form action at one endpoint and you're done. No SDK, no client library, no build step. This is how a form backend should feel.”
“Leads land in Slack the second someone submits, and a copy goes to Google Sheets for the sales team. I wired both up in under ten minutes.”
“I run a static Hugo site on a five-dollar VPS. splitforms gave it a real contact form without me standing up a single server.”
Questions
Client Intake Form questions.
View all FAQsWon't asking for budget scare off good clients?
It scares off clients with no budget, which is the point. Serious buyers expect the question — agencies have asked it for decades. A range dropdown (rather than a blank field) keeps it low-pressure, and an 'I don't know yet — advise me' option catches the genuinely unsure.
Should I embed Calendly instead of using a form?
Calendly without intake means anyone can book your hour. The strong pattern is form first, calendar second: qualified submissions get the booking link in the auto-reply or your follow-up. You still book calls fast — just only the right ones.
Can I send intake data to my CRM or Notion?
Yes — webhook the JSON into Notion, Airtable, HubSpot, or Pipedrive via Zapier or a direct endpoint. Each lead arrives as a structured record with scope, budget, and timeline as fields you can filter and sort, not prose buried in an email.
What about contracts and onboarding paperwork?
Keep them out of the intake form. Intake qualifies; onboarding (contract, brand assets, access credentials) happens after the proposal is accepted — usually a second form or a client portal. Two short forms at the right moments beat one intimidating one.
Simple pricing
Start free. Scale when you need more.
Choose a plan that fits your workflow — from a free form endpoint to full automations, exports, and higher submission limits.
Free
$0
Free forever
For side projects and indie devs.
- 500 submissions / mo
- Unlimited forms
- Email notifications included
- Honeypot spam filtering
- Submissions dashboard
- MCP setup stays free
- No credit card required
Most Popular
Pro
$5/ month
was $15 · save 67% · new-user price
For agencies and growing products.
- 5,000 submissions / mo
- Unlimited forms
- Every paid feature included
- Priority support (under 4hr)
- 10× free submission volume
- Cancel anytime
Pre-launch · founders pricing locked in
3-Year
$59/ 36 months
was $99 · save 40% · new-user price
Pay $59. 3 years sorted.
- 15,000 submissions / mo
- Unlimited forms
- Everything in Pro
- Renews every 3 years
- Long-term discount
- Priority support included
- Vote on the roadmap
No credit card required on Free • Cancel anytime