Design a client intake form

Design an intake or booking form that collects exactly what you need from new clients up front, with no unnecessary questions, in a sensible order.

The prompt

Design a client intake form for [BUSINESS NAME], a [TYPE OF BUSINESS].

What happens after someone submits it: [e.g. we call to book, we send a quote]
Information I always end up asking for later: [LIST]
Information I collect but never use: [LIST]
Will it be online or on paper? [ONLINE / PAPER]

Please:
1. List each field: the label, field type (short text, dropdown, checkbox, date, upload), required or optional, and help text.
2. Group fields into short sections in a logical order, starting with the easiest.
3. Keep it as short as possible, and explain why any field you added is needed.
4. Point out fields that collect sensitive information (health, financial, ID numbers) and whether I really need them at this stage.
5. Write a short intro line and a confirmation message for after submission.

Replace every [BRACKETED] part with your own details before sending.

How to use it

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