What should an agency intake form ask before a discovery call?

Services needed, budget range, the project story, and target dates. With those four, the discovery call starts at ideas instead of logistics.

Should agencies ask budget on the intake form?

Yes — ranges, not numbers. It's the difference between scoping a $5k project and a $50k one, and clients who skip every budget conversation usually can't fund either.

Why use a form instead of a discovery call for intake?

Written answers are thought through; call answers are improvised. Collect facts asynchronously, spend the call on the thinking.

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Agency Client Intake Form

Free agency client intake form template. Collect services needed, budget range, and launch dates up front — discovery calls start with a real brief.

agencyintakeclientscopingbrief

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Free to use. No credit card required.

Fields included

-
Company Name
Text input• Required
-
Contact Name
Text input• Required
@
Work Email
Email address• Required
x
Services Needed (select all that apply)
Multiple choice• Required
o
Budget Range
Single choice• Required
=
Tell us about the project
Long text• Required
+
Target Launch Date
Date picker
^
Existing Brand Assets or Briefs
File upload

Try this form live

This is the exact experience your respondents get — one question at a time, with the AI adapting each question to your answers and validating them as you go. Clone it to add your branding, logic, and response analytics.

Why each question earns its place

Services Needed: Multi-select because real projects span disciplines — and the combination tells you which team leads the pitch.
Budget Range: Scopes the proposal before you write it. No more designing a $50k solution for a $5k budget.
Tell us about the project: The brief in the client's own words — including what's broken, which is where every good proposal starts.
Target Launch Date: A date exposes timeline fantasy early, while it's still a conversation instead of a crisis.

Best for

Teams launching a agency client intake form flow, tailored around agency, intake, client.
Customer or employee onboarding flows that need structured context.
Teams collecting preferences before a kickoff or handoff.

Why use this template

Scope services, budget, and timeline before the discovery call. This agency client intake form template gives you a ready-to-edit conversational flow, so you can publish faster while still collecting the context a static form often misses. Adjust labels, required fields, and AI-powered follow-ups inside SiliForm.

Frequently asked questions

What should an agency intake form ask before a discovery call?: Services needed, budget range, the project story, and target dates. With those four, the discovery call starts at ideas instead of logistics.
Should agencies ask budget on the intake form?: Yes — ranges, not numbers. It's the difference between scoping a $5k project and a $50k one, and clients who skip every budget conversation usually can't fund either.
Why use a form instead of a discovery call for intake?: Written answers are thought through; call answers are improvised. Collect facts asynchronously, spend the call on the thinking.

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