Client intake for service teams
Know the project before the first call.
Start with a client intake template for scope, goals, budget, and timing. Share the form, then review the answers in one place.
From template to insights
Get from blank page to clear answers.
01
Start with a template
Use the Client Intake template with the right questions, or customize it for your workflow.
02
Share by link or embed
Send your form with a link or embed it on your website so clients can answer before you meet.
03
Review responses
See the details in one place and come to the first call ready to talk about the work.
A smoother start
Arrive prepared. Build better work.
When you have the details up front, you can make the first call count. Fennec Forms helps your team collect the information you need, so you can focus on the conversation.
Explore all featuresReady when you are
Turn better information into great work.
Start with a client intake form today.
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