Client Intake Form (Freelancers & Consultants)
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.
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.
- →Free consultation · 5 fields
- →HTML, JS, React, PHP, cURL outputs
- →One POST endpoint, no SDK
- →Honeypot + classifier, no CAPTCHA
See exactly what your visitors see — and you’ll receive.
Left: the rendered form, fully interactive in a sandboxed iframe. Right: the email and dashboard view that lands the moment a visitor submits.
Every submission becomes an email plus a dashboard row. The fields below are the exact payload your form will send. Reply-to is wired to the visitor’s email so hitting reply goes back to them.
Iframe is sandboxed — submit doesn’t actually fire. Get your access key to wire it up live.
Generate, embed, receive.
Three actions stand between you and your first lead. None of them require a backend, a database, or a CAPTCHA library.
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.
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'.
Five outputs. One backend.
HTML by default. Click open the language you ship in — every variant POSTs to the same /api/submit endpoint.
Replace YOUR_ACCESS_KEY with the key from your dashboard. That’s the only edit.
One template. Every framework.
The same field set works on every framework splitforms supports. HTML, React, Next.js, Vue, Astro, Hugo, WordPress — same POST, same backend.
Things people ask before they ship.
Direct answers, no marketing fluff. Missing one? Email hello@splitforms.com.
Ship your client intake form (freelancers & consultants) in 60 seconds.
500 free submissions per month. No credit card. Copy the snippet, paste your access key, watch leads land in your dashboard.