Client intake generator
Onboard new clients with their contact details, goals, brand assets and key dates in one form. Customise it below, then export code for HTML, React, Next.js, Vue, WordPress and more.
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Fields (7)
Field settings
The key used in submissions, emails and integrations.
About this client intake
This client intake template is a starting point used by agencies, consultants, photographers. Every export includes FormSubmit's hidden honeypot field for spam protection and posts straight to your endpoint — no server, plugin or SMTP setup required.
Once connected, each submission is emailed to you, stored in your dashboard (with the retention period you choose) and can be sent to Google Sheets, Slack, Discord, Airtable, Mailchimp, Kit or any webhook.
Fields included
- Contact name *
name · text - Email *
email · email - Business name *
business · text - What are your goals for this project? *
goals · textarea - Logo and brand assets
assets · file - Target launch date
launch_date · date - Anything else we should know?
notes · textarea
Frequently asked questions
How do I add this client intake to my website?
Customise the fields, open "Get code", pick your framework and paste the snippet into your page. Then sign in to FormSubmit to replace YOUR_FORM_ID with your real endpoint — submissions start arriving by email immediately.
Do I need a server or plugin for this client intake?
No. The form posts directly to your FormSubmit endpoint, which stores submissions, filters spam, emails you and forwards data to your integrations.
Can I change the fields?
Yes — add, remove, reorder and edit any field. Field names become the keys you'll see in emails, exports and webhooks.
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Your form backend is 60 seconds away
Sign up with Google or email, create a form, paste the endpoint. Free forever for small sites — no credit card.