Consulting Intake Form Template
Consulting engagements go wrong at the definition stage, not the delivery stage. This template forces a clear problem statement, names the decision-makers, and surfaces budget and timeline before the first meeting.
Why consulting intake forms are different
Unlike coaching, consulting intake is about the organization, not the individual. You need enough company context to prepare, a problem statement in the client's own words, and — critically — who has the authority to approve the work. A missing decision-maker question costs more discovery calls than any other omission.
Recommended fields
- Contact name, role, email, and phone
- Company name, website, industry, and headcount
- Describe the problem or opportunity you want help with
- What's the impact of this problem today? (revenue, time, risk, morale)
- What have you tried internally, and what happened?
- Who else is involved in this decision, and who gives final approval?
- What does a successful engagement look like in 90 days?
- Target timeline: when do you need results?
- Budget range allocated for outside help (select a range)
- Any constraints we should know about? (compliance, tools, confidentiality)
- How did you find us?
Tips for this template
Use ranges for the budget question
A multiple-choice range gets answered; an open 'what's your budget?' gets skipped. Even a rough range changes how you scope the first proposal.
Ask about internal attempts
The answer tells you what the organization believes the problem is — which is often different from what the problem actually is.
Name the approver early
If the person filling the form isn't the decision-maker, you want to know before the proposal, not after.
Looking for a different practice? See all industry templates or read the guide to writing intake questions.
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