Get Product Intake Form

A project intake form is a document that a client or member of a different department within a company fills out to inform the marketing team of their project needs. The request form includes questions like what the project objective is, who the stakeholders are, the budget, and the date the project is required.

A project intake form is a questionnaire that a potential client fills out and submits to a company they would like to hire to complete a project. Project intake forms are used to provide details about what type of work a client would like done, when it needs to be completed by and what the budget is.

A good intake process limits the amount of work getting to development to be the maximum they can handle efficiently. It makes this visible to business stakeholders – a good reality check.

Your client intake form is more than just a simple call for contact information. You should also ask: About the vision and mission of their brand. What their goals and challenges are.

What Is an Intake Form? An intake form collects all the information an organization or department needs to properly assess and route an individual or request through a business process.

How to create a client intake form Step 1: Click on Create New Form. ... Step 2: Select if you want to create from scratch or if you prefer to use a free template. ... Step 3: Name your Form. ... Step 4: Drag and drop the form fields. ... Step 5: Put the fields applicable to your business. ... Step 6: Format each field.