Client intake template
Client intake done well means you start an engagement with the information you need instead of spending the first two weeks chasing it. This template covers the questions that actually matter — not a generic questionnaire, but a structured intake that surfaces the real situation before the first call.
FREE DOWNLOAD
Get Client intake template
Free template. To build a client intake tool that clients complete before engagement kick-off, the Torvi Consultant track covers it.
What's included
- 1Client intake structure: current situation, the problem to solve, objectives and success criteria, constraints (budget, timeline, resources), and decision-making process
- 2Pre-send guide: how to frame the intake to get honest, complete answers
- 3AI prompt to generate a project brief from intake responses
- 4Worked example from a consulting engagement
Who this is for
Independent consultants and fractional executives who start new engagements regularly and want a consistent intake process that gets the right information before the work begins.
FREE DOWNLOAD
Get Client intake template
Free template. To build a client intake tool that clients complete before engagement kick-off, the Torvi Consultant track covers it.
Want to build your own?
Templates get you started. Torvi helps you ship a tool that runs the workflow automatically. Four weeks, open enrolment, €200 founding rate.