Description

Skip the awkward email chains. Get everything you need from a new client, all in one organized Notion form.

The Notion Client Intake Form is designed to make onboarding smoother and more professional for freelancers, creatives, service providers, and small business owners. Whether you’re working on brand design, social media, consulting, or strategy, this form helps you ask the right questions, upfront.

You’ll be able to collect essential details like:

• Contact & business info

• Project scope & goals

• Timeline & availability

• Brand voice, tone, and values (perfect for creatives!)

• Inspiration, reference links, and must-haves

• Content access or deliverables needed from the client

This intake form ensures you start every project with clarity, and it also helps you spot red flags early, before they turn into costly mistakes.

🛠️ Fully Customizable in Notion

• Add, edit, or remove fields to suit your workflow

• Use it as a private form or share it directly with clients via a link

• Duplicate it for every new client project

💡 Bonus:

• Comes with a short instructional guide on how to duplicate and share the form

• Clean layout to keep things client-friendly and easy to fill out

🧠 Why it works:
A professional intake process isn’t just about organization, it builds trust. Clients feel like they’re in good hands, and you get all the clarity you need to do your best work from the jump.

Think of it as your onboarding assistant, no automation tools or expensive platforms needed.