Work forms

Client project intake form

A good project starts with a little understanding. Ask the right few things up front, and your first call can be about the work, not the admin. Here’s a short form that does exactly that, with one follow-up for the ideas that don’t fit a box.

The blue pencil shaking hands with a smiling paper character. — nice to meet you.

Try the example

Pick the third answer to see the follow-up appear. Nothing you type here is sent or saved.

Studio North

Tell us about your project.

Questions worth asking

What should we call you?
Short textRequired
A name makes the reply feel like a conversation, not a ticket number.
What’s the best email to reach you?
EmailRequired
You’ll need somewhere to send your reply, and the field checks the address looks right.
What would you like to make?
Multiple choiceRequired
Three clear options tell you in a glance whether this is your kind of project.
Tell us a little more
Long textOptional
Shown only when someone picks Something else, so the unusual ideas still get room to breathe.
Roughly what budget do you have in mind?
DropdownOptional
A few ranges are easier to answer than a blank box, and save an awkward question later.
When would you like it ready?
DateOptional
A date, even a rough one, tells you straight away whether the timing works.
Where can we see what you do now?
LinkOptional
A website or a profile gives you the picture faster than a paragraph could.

How the form reads

Picture someone arriving with a half-formed idea. They give their name and email, and pick what they’d like to make. If it’s a brand identity or a website, they carry on to the budget and the date. If it’s something else, one more box opens and they can describe it however they like.

By the time they press send, you know who they are, roughly what they want and when they want it. Your first call can start with the good part, and you’ll have read their link before you speak. Keep the order as it is: the easy questions first, and the ones that need thinking later.

A follow-up that helps

Show “Tell us a little more” when “What would you like to make?” is “Something else”. People who picked a brand identity or a website skip straight on.

Before you share the link, open the form yourself. Pick Something else and check the box appears. Then pick A website and check it folds away again. If a rule ever points at a question you’ve since deleted, the form won’t publish until you fix it.

Keep it kind

Keep budget and dates optional. Some people don’t know yet, and a required guess helps nobody.
Only ask what you’ll use. If you won’t read an answer before the first call, leave the question out.

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