Client Intake Form | Client Information & Onboarding Template
- Instant Download: Get your planner now!
- Printable & Digital: Print or use with your iPad
- Become more organized and productive
Planner description
This client intake form is perfect for freelancers, entrepreneurs, or small business owners who want an easy way to gather and manage client information. With organized sections for essential details, it ensures you have everything you need in one place.
- Capture client contact details, service preferences, and important notes at a glance.
- Organize appointment or service requests efficiently with dedicated fields.
- Keep track of client concerns and goals to provide personalized service.
- Stay prepared and maintain a professional record of every client interaction.
Available sizes
This printable planner comes in 5 sizes:
- A4
- US Letter
- A5
- Half Letter
- HP Classic
All sizes are in PDF format and ready to print!
Note: This printable is a digital product. Download it immediately after purchase!
Reviews
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August 17, 2025
everything is fine, thank you very much…
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July 28, 2025
Really like the set up of this sheet and looking forward to using it for work. Easy to download and a great price.
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July 3, 2025
Editing was not not user friendly and was hard to edit and add paged to without meeting up links when using Good notes.
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June 19, 2025
Easy to print and use. Very clean and useful design.
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April 17, 2025
Great item and super easy to download and print! Thank you!
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April 17, 2025
great planner, cant wait to use it
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April 7, 2025
It worked great for our house for my workers. Thanks!
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April 3, 2025
Great purchase to stay on task and easy to download
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February 20, 2025
Loved it! Perfect for what I need.
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February 4, 2025
it works glad to have the documents for printing
Purchased planner: Daily routine checklist to stay... -
January 14, 2025
Great to keep track of the daily routine.
Purchased planner: Daily routine checklist to stay... -
January 14, 2025
Great to keep track of the daily routine.
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January 9, 2025
Product is amazing! I would reccomend
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January 2, 2025
A great way to break down the need of possible purchases. Thank you!
Purchased planner: To buy or not to...
Living with my ADHD has its ups and downs, But it taught me the importance of staying organised. Sure, focusing can be tough, but i’m all about finding tricks to make it easier.
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