Client Intake Checklist
Make a client intake checklist of what to collect before kickoff: contacts, goals and context, scope, access and materials, and the admin.
- Free
- No sign-up to try
- Works as you type
5 stages, 18 steps
1. Contacts and basics
- Collect the client's full business name and address
- Collect the main contact, the decision maker and the billing contact
- Ask for their preferred channel and working hours
- Note their time zone
2. Goals and context
- Ask what they want to achieve, and by when
- Ask how they'll judge whether it worked
- Ask what they've tried before and what happened
- Note constraints: budget, deadlines, approvals
3. Scope
- List the deliverables they expect
- Write down what's out of scope
- Confirm who on their side reviews and approves work
4. Access and materials
- Collect brand assets, existing documents and examples
- Request access to the accounts and systems you'll need, shared securely
- Ask for any data or samples the work depends on
5. Admin
- Get the signed agreement or proposal
- Collect billing details and any purchase order requirements
- Book the kickoff meeting
- Send a welcome note with what happens next
Free, no sign-up to try. Your checklist becomes a Room you can edit, publish and share.
How it works
How the Client Intake Checklist works
- 1
Pick the stages
Keep the stages you need and name an owner for each.
- 2
Add your own steps
Add steps specific to your team or product.
- 3
Share the checklist
Create a Room everyone ticks off together from one link.
Worked example
What it makes
1. Contacts and basics
Know who the client is and who to talk to.
- Collect the client's full business name and address
- Collect the main contact, the decision maker and the billing contact
- Ask for their preferred channel and working hours
- Note their time zone
2. Goals and context
Understand what they want and what they've tried.
- Ask what they want to achieve, and by when
- Ask how they'll judge whether it worked
- Ask what they've tried before and what happened
- Note constraints: budget, deadlines, approvals
3. Scope
Agree what you will and won't do.
- List the deliverables they expect
- Write down what's out of scope
- Confirm who on their side reviews and approves work
4. Access and materials
Have what you need before work starts.
- Collect brand assets, existing documents and examples
- Request access to the accounts and systems you'll need, shared securely
- Ask for any data or samples the work depends on
5. Admin
The paperwork is done before kickoff.
- Get the signed agreement or proposal
- Collect billing details and any purchase order requirements
- Book the kickoff meeting
- Send a welcome note with what happens next
Who it's for
Who uses it
Agencies
Collect everything before the first working session.
Freelancers
Ask the right questions once instead of chasing later.
Consultants
Agree scope and success measures up front.
Good to know
What to consider
- This is a checklist of what to collect, not a form the client fills in.
- Never collect passwords by email: use a password manager or invite-based access.
Questions
About the Client Intake Checklist
Can I send it to the client as a form?
Not as a form. Share the Room so you can both tick off what's been provided, or use the steps as the questions in your own form.
Where do the steps come from?
From a step library written and reviewed by people, not generated per visitor. Pick the stages you need, name an owner for each and add your own steps.
Make your checklist now
Free, no sign-up to try. It becomes a Room you can edit, publish and share.
Create my checklistRelated
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