Client intake questionnaires are essential tools for freelancers, particularly web developers, to gather important information from potential clients before starting a project. These questionnaires help clarify the client’s needs, expectations, and project scope, enabling developers to create more accurate proposals and streamline communication. Here are three diverse examples that can serve as a foundation for your own client intake form.
This form is designed for web developers who want to quickly understand the client’s basic requirements and project goals.
In this scenario, a freelance web developer is approached by a small business looking to revamp their website. This questionnaire will help the developer gather essential information to assess the project scope.
Client Intake Questionnaire
Phone Number:
Business Name:
Current Website URL:
What is the primary goal of your website? (e.g., Increase sales, Generate leads, Provide information)
Who is your target audience?
Do you have any design inspirations? (Please provide links)
What colors or branding elements should be included?
What is your desired launch date?
This questionnaire can be expanded with additional questions based on the specific needs of the developer or client.
This intake form is suited for web developers who need to delve deeper into the technical aspects of a project, especially for clients with complex requirements.
In this example, a web developer is contacted by a tech startup needing a comprehensive web application. The following questions will help clarify the technical requirements and functionalities needed.
Client Intake Questionnaire
Phone Number:
What type of web application are you looking to develop? (e.g., E-commerce, Portfolio, Blog)
What specific functionalities do you require? (e.g., User authentication, Payment processing, Content management)
Are there any specific technologies or platforms you prefer? (e.g., WordPress, React, Shopify)
Do you have any existing infrastructure or integrations that need to be considered?
Will you require ongoing maintenance after the project is completed?
Do you need training for your team on how to use the website?
What is your expected budget for this project?
This detailed questionnaire ensures that all technical aspects are covered, enabling the developer to create a precise project proposal.
This form is ideal for web developers looking to gather insights on the client’s past experiences and preferences to enhance collaboration.
In this use case, a freelance developer is preparing to work with a client who has previously hired web developers and wants to ensure a smooth working relationship moving forward.
Client Intake Questionnaire
Phone Number:
Have you worked with web developers before? If yes, what was your experience?
What worked well in past projects? What didn’t?
How would you prefer to communicate? (e.g., Email, Phone, Video calls)
How often would you like updates on the project?
How do you prefer to provide feedback?
Are there any specific milestones where you would like to review progress?
Is there anything else you would like to add to help us understand your needs better?
This questionnaire fosters a collaborative approach, ensuring that the developer is aligned with the client’s expectations based on their past experiences.