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FormNest

USE CASE

Client intake forms for agencies

The contact form gave you a name and a sentence: we need some marketing help. No budget, no timeline, no idea whether it is a week of work or a year, so someone burns a discovery call finding out it was never a fit.

A branding project and a web build need completely different questions, but one generic intake asks neither well — so every brief arrives half-empty and the qualifying happens over email instead.

LIVE DEMO · READ-ONLY

Try it right here — this is the real thing.

The Client Intaketemplate, live. Flip between page and guided mode — it’s a preview, so nothing you enter is recorded.

01 OF 07
Client Intake

Question 1 of 7. Your name. Read-only preview — nothing is recorded.

Your name *

WHAT MAKES IT WORK

The parts that carry this use case

Guided modeTurn any form into a guided, one-question-at-a-time flow with a single setting. Same fields, same submissions — a calmer way to ask, and to finish, longer forms.SEE HOW →Conditional logicShow, skip, and branch questions based on earlier answers. Add conditional logic to any FormNest form — no formulas, no add-ons, and it works in both form modes.SEE HOW →Per-form sharingGive every form its own link and its own audience — public, link-only, or team-only — and change one form's access without touching the rest of your workspace.SEE HOW →ReportsEvery form keeps its own running report — submissions, completion rate, and drop-off, readable at a glance. No dashboard to assemble, nothing to configure.SEE HOW →

STEP BY STEP

How you’d run it in FormNest

  1. 01

    Make scoping feel like a conversation

    The guided intake asks what service they need first and on its own — branding, web, marketing, consulting — so the enquiry classifies itself before it asks for anything a prospect might stall on.

  2. 02

    Qualify on budget before you book a call

    A budget band is a required step, not an awkward email later, so an under-$5k enquiry and a $50k-plus one arrive already sorted — and nobody spends a discovery call on a project that was never in range.

  3. 03

    Ask the follow-ups that fit the service

    A conditional rule tailors the next question to the answer — a web enquiry is asked for its current site, a branding one for its existing assets — so the brief is complete on arrival, not after two rounds.

  4. 04

    Sort inbound by fit and by source

    Service, budget, and how they found you land on every submission, so the responses view ranks the leads worth a call today and shows which channels send the projects that actually close.

KEEP EXPLORING

Related

TEMPLATEClient IntakeA guided intake for agencies and consultants to qualify new client enquiries and scope the work.OPEN →USE CASEProperty viewing request formsQualify buyers and sellers, capture budget and property type, and route the lead to the right agent with a viewing date attached — a guided form built for how property enquiries actually arrive.OPEN →USE CASEEvent registration formsRegister attendees for conferences, webinars, and meetups: sell tiered tickets, count guests and dietary needs for catering, and cap the room with an automatic waitlist — all from one form.OPEN →

Start from the Client Intake template.

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