Intake Questionnaire Form
A new client's first real conversation with you shouldn't start with you re-asking everything they already told you on the phone. Collect what your practice actually needs, background, goals, availability, before the first session.
Intake happens across a discovery call, a follow-up email, and whatever notes get typed up afterward while half-remembering what was said. By the time the first session starts, you're asking the same questions again, either because the notes never made it into one place, or they did and nobody can find them in time.
Typeform's intake questionnaire form asks for what your practice needs before the first session, client contact information, background and goals, and relevant history, and uses conditional logic to branch from there. A client coming in for one service can branch to questions specific to that service; a returning or referred client can skip straight to scheduling, instead of every client working through questions that don't apply to why they're actually there.
Every intake lands in one record instead of scattered call notes and half-remembered emails. Connect the form to your CRM or scheduling software through Zapier, and a submission missing key information can get flagged automatically before the first session is booked. Ask for background up front, and the first session starts with context instead of spending the first 20 minutes catching up.
An intake questionnaire form is an online form service providers use to collect a new client's background, goals, and relevant history before their first session. Instead of a discovery call followed by scattered notes, the client submits everything up front, and you start the relationship with a complete picture.
A discovery call captures what someone says out loud, in the moment, and depends on notes staying organized afterward. A form gets the same information in writing, in one place, and it's there to reference months later instead of relying on memory of a call from last spring.
Ask for what you'll actually need before the first session:
- Client name and contact information
- Background or history relevant to your service
- Goals, or the reason they're reaching out
- Availability and scheduling preferences
- Consent or an intake agreement, if required
No. The form gets you both ready for that conversation, it doesn't replace it. Connect the form to your scheduling software through Zapier, and a completed intake can trigger a booking link automatically, but the first session is still where the actual work starts.
Yes. Add a file upload question and clients can attach prior records, a referral letter, or relevant documents in the same submission, no separate email required. Pair it with conditional logic so the upload only appears for the clients who actually have something to attach.
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