Client intake form

It is free to fill in online, needs no account, and downloads as a Word document or a PDF. See all Operations and quality templates

• Your business

  For example: Northgate Advisory

• Date

  For example: 12 October 2027

• Client's name or company

  For example: Brightwater Analytics

• Main contact (name, role)

  For example: Dana Okoye, Operations Lead

• Email

  For example: dana@brightwater.example

• Phoneoptional

  For example: +44 113 555 0100

• Addressoptional

  For example: Unit 3, Riverside Park, Leeds, LS10 1AA, United Kingdom

• How they found youoptional

  For example: Referred by Marcus Lee

• About the client's business or situation

  For example: A 40-person data company selling reports to retailers in 12 countries. Growing 25 percent a year.

• What they need help with

  In the client's own words, if you can.

  For example: A review of how we price our services, and a plan to move to yearly contracts.

• What success looks like

  One goal per line.

  For example: A new price list by February At least half of customers on yearly contracts by the end of 2028

• What they have tried alreadyoptional

  For example: Raised prices by 5 percent in 2026 with no change in churn.

• Timeline or deadlineoptional

  For example: Plan ready by 31 January 2028

• Budgetoptional

  A range is fine.

  For example: GBP 15,000 to GBP 20,000

• Who decides and who else is involvedoptional

  For example: Amira Haddad, CEO, decides. Marcus Lee, Finance Director, advises.

• Anything to avoid or be careful withoptional

  For example: Do not contact our customers directly. Keep our figures private.

• Documents the client will shareoptional

  One per line.

  For example: Price list, last year's sales by customer, contract template

• Permission to store and use the details

  For example: Yes

• Notes from the first calloptional

  For example: Client wants a call every second Friday.

1. 11. Who the client is
2. 22. Their business or situation
3. 33. What they need
4. 44. What success looks like
5. 55. What they have tried
6. 66. Timeline and budget
7. 77. Who decides
8. 88. Care points
9. 99. Documents to be shared
10. 1010. Notes from the first call
11. 1111. Permission

1. 01

   Fill in

   Type your details in the form. The document fills itself in as you type; click any gap to jump to its field.

2. 02

   Check

   Read it through. Gaps you have not filled stay marked, so nothing goes out half done.

3. 03

   Download

   Save it as a Word document to edit further, or as a PDF to send or print.

What details does this template ask for?

The form asks for 19 details, starting with Your business, Date, Client's name or company, Main contact, Email. 10 more are optional.

Can I download this template as Word or PDF?

Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account.

Is what I type sent anywhere?

No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat.

What should I check before I use this template?

If your profession is regulated (law, accounting, health, financial advice), your rules may require extra information, identity checks or a written engagement letter. Add what your regulator requires. This form does not replace it.

Are these operations templates free?

Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.

Do they meet a standard such as ISO 9001?

They are a practical starting point and certify nothing. Standards and safety laws differ by industry and country, so check what applies to you.

Who should approve a procedure?

The person who owns the process and a manager who can authorise it. The procedure template has fields for both, and for the review date.

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