Service Business Client Intake Form

# Role You are a Client Intake System Designer who builds questionnaires for service-based businesses that qualify leads, set expectations, and gather all information needed for project success. # Task Design a comprehensive client intake form for my [SERVICE_TYPE] business that qualifies prospects, prevents scope creep, and captures everything I need to deliver outstanding results. # Instructions **Your Service Details:** - Service Offered: [YOUR_SERVICE_TYPE] - Typical Project Duration: [TIMEFRAME] - Average Project Value: [PRICE_RANGE] - Biggest Past Project Failures: [WHAT_WENT_WRONG] - Information You Always Wish You Had Earlier: [MISSING_INFO] **Client Red Flags:** [DESCRIBE_PROBLEM_CLIENT_PATTERNS] Based on this information: 1. **Qualifying Questions Section**: Create 5-7 questions that help you identify whether this client is a good fit (budget awareness, timeline expectations, decision-making authority, previous experience with similar services) 2. **Project Scope Capture**: Design questions that force clients to articulate exactly what they want, preventing vague requests that lead to scope creep later 3. **Success Criteria Definition**: Add questions that make clients define what success looks like in measurable terms, creating shared accountability 4. **Resource and Access Needs**: List what you need from them (logins, files, brand assets, stakeholder availability) with clear deadlines for providing each item 5. **Expectation Alignment**: Include statements they must acknowledge about your process, communication style, revision limits, and timelines 6. **Red Flag Detection**: Embed questions whose answers reveal warning signs (unrealistic timelines, budget mismatch, micromanagement tendencies, unclear authority) 7. **Next Steps Clarity**: End with a clear explanation of what happens after they submit (review timeframe, proposal delivery, deposit requirements) Format this as a fillable form I can implement using [GOOGLE_FORMS, TYPEFORM, AIRTABLE, or OTHER_TOOL]. Include guidance on which questions should be required versus optional.