www.getwsodo.

com
www.getwsodo.com

Folyo

5 Great
Client Intake
Forms

© 2020 Robert Williams - All Rights Reserved.

Folyo 5 Great Client Intake Forms

5 Great Client intake

forms www.getwsodo.com
www.getwsodo.com
The best way to qualify the clients you work with is to have them fill
out a client intake form. These forms provide all of the information
you need to decide whether the client is high-value or not. My
recommendation is to require every prospect fill out this form before
working with them. Here are a few examples of what other successful
freelancer include in their intake form:

1. Kurt Elster - Shopify Website Design

• What's your name?

• What's the best email address to reach you?
• What's the best phone number to reach you?
• Are you the one who will be paying for this work?
• Are you the main point of contact that we'll be speaking
with on a day-to-day basis?
• Can you tell me a bit about yourself?
• What's the name of your business?
• Do you have an existing Shopify store?
• What's the URL?
• In the last 30 days, how many visitors have you had?
• In the last 30 days, how many purchased?
• How many people are subscribed to your email list?
• What do you sell?
• What’s different about your company?
• Which of the following activities are you doing now?
• What's the #1 business goal you're working towards?
• Can you presently afford to budget Ethercycle as an
investment in growing your business?
• Anything else you'd like to tell me?

© 2020 Robert Williams - All Rights Reserved.

Folyo 5 Great Client Intake Forms

• Lastly, how'd you hear about us?

www.getwsodo.com
www.getwsodo.com

© 2020 Robert Williams - All Rights Reserved.

Folyo 5 Great Client Intake Forms

2. Seanwes Media - Video Production Company

• What does success look like for this project?

• How can failure be avoided with this project?
• What will happen towww.getwsodo.com
your business if nothing changes?
www.getwsodo.com
• Where do you see your business a year from now? Three
years from now? 10 years from now?
• Why did you come to me specifically?
• What is the single most difficult thing in your business right
now?
• Why are you moving forward with this project now?

3. Janelle Allen - Marketing Consultant

• First Name
• Last Name
• Business Name
• Your best email address?
• Website URL
• What does your business do and whom do you serve?
• # of people on your team (including yourself)?
• Annual revenue?
• How many email subscribers do you have?
• In a few sentences, tell me what marketing challenges you
need help with.
• When is your ideal start date if we decide to work together

© 2020 Robert Williams - All Rights Reserved.

Folyo 5 Great Client Intake Forms

4. Meg Cumby - Case Study and Testimonial Writer

• Your name
• Your email
• Your website (if you www.getwsodo.com
have one)
www.getwsodo.com
• Tell me a little about your business. What do you do and
what kind of clients do you serve?
• How are you currently collecting and using case studies or
testimonials?
• What are you looking to achieve by working with a
consultant to get case studies from your clients?
• Anything else I should know?

5. Val Geisler - Email Marketing Consultant

• What's your first name?

• And your last name?
• What's your email address?
• What's your company name?
• What's your phone number?
• Please give us more details about this project: (What is the
primary thing you need done and why is it important now?)
• What type of project is this?
• Onboarding
• Retention
• Win-back-campaign
• Voice-of-customer data mining
• In app messaging/micro-copy
• Other
• Do you already have copy or do you need it to be written
from scratch or your notes?
• I already have copy written

© 2020 Robert Williams - All Rights Reserved.

Folyo 5 Great Client Intake Forms

• I need copy written from scratch or my notes

• Have you worked with contractors/consultants before?
• Yes
• No
• Have you done a customer survey in the last 12 months
www.getwsodo.com
www.getwsodo.com
(with data to share)?
• Yes
• No
• Have you done a website visitor survey in the last 12 months
(with results and data to share)?
• Yes
• No
• Installed any click tracking or usage testing on the website
or the app? (software like Hotjar/CrazyEgg or Segment/
Amplitude)
• Yes
• No
• Do you have Google Analytics or Fathom running and can
we see that?
• Yes
• No
• What is your primary KPI for this project?
• How many email subscribers do you currently have?
• How often do you email them?
• How much of your revenue is driven by email?
• What is your current customer churn?
• What is your current revenue churn?
• What are you selling or trying to get a "yes" to?
• Who are you selling to?
• What do they think of your brand?
• Why will they care about your product/service?
• What's the tone you are seeking?

© 2020 Robert Williams - All Rights Reserved.

Folyo 5 Great Client Intake Forms

• What's the #1 takeaway for people who experience your

brand?
• Are there any design considerations, such as templates or
layout preferences?
• Will you be able to connect us with 12-15 users/customers
to interview?
www.getwsodo.com
www.getwsodo.com
• Yes
• No
• Will you be able to help us execute on any gap-filling (like
surveying your customers)?
• Yes
• No
• Will you be able to facilitate any additional research
needed (if current survey data doesn’t match with the
questions we need answered)?
• Yes
• No
• What would make this project a success in your eyes?
• How quickly do you expect to see results?
• When would you like to get started? (Note: we are fully
booked through April 2020. Any inquiries now will be booked
to start in August 2020 and beyond)
• Working with Fix My Churn means a committed, long-term
engagement. Email is never "done" and neither are we. We
are only interested in working with you if we feel like our
work will be worth your time and investment. Before
sending in this application, we ask that you understand
that upfront fees to work with us start at $18,000 USD for
our first quarter of work together. The final fee we quote for
you will be based on the value we're capable of providing for
your business.
• With that in mind, do you currently have budget allocated
for this work?
• Yes
• No
• Who is the driver on this project?

© 2020 Robert Williams - All Rights Reserved.

Folyo 5 Great Client Intake Forms

• Who is the approver?

• Who are the contributors?
• And who should stay informed (but is none of the above)?
• How'd you hear about us?

www.getwsodo.com
www.getwsodo.com

© 2020 Robert Williams - All Rights Reserved.