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Client Oboarding Intake & Project Brief Template for Business Owners (Canva Editable)
$1.41 $2.82
Client Intake & Project Overview Form Template (Editable in Canva)
A must-have for freelancers, service providers, and business owners who want to streamline their onboarding process and get every project off to a strong start.
This clean, modern intake form makes it easy to collect key client details, clarify expectations, and set the tone for a smooth, successful collaboration — all in your brand’s style!
What's Included:
1-page Client Intake Form Template
Editable in free Canva
Sections for client details, project goals, timeline, must-haves & more
Optional brand style questions
Fully customizable text, colors, fonts, and layout
Instant download with PDF access link
Perfect for:
Freelancers & Virtual Assistants
Brand & Web Designers
Social Media Managers
Coaches & Consultants
Any service-based business owner
Payment Methods
Digital downloads
Your files will be available to download once payment is confirmed.
Frequently Asked Questions
How do I edit my template?
All of my templates are fully editable in Canva — a free, beginner-friendly design tool. Once you purchase, you’ll receive a PDF with a direct link to open your design in Canva. You can update text, fonts, colors, and even move elements around!
Do I need Canva Pro to use your templates?
Nope! All of my templates are designed to work perfectly with Canva’s free version — no subscription required.
Can I print these at home or with a professional printer?
Yes! You can absolutely print them at home, at a local print shop, or through an online printing service. I recommend downloading your file as a PDF for print and using Canva’s “crop marks and bleed” option for the best results.
Can I change the size of the template?
Some templates allow size adjustments directly in Canva. However, if you need a different size and it’s not listed, just message me before purchasing and I’ll let you know if I can customize it for you!
Do you offer custom edits or designs?
Absolutely. Please reach out to me if you would like help in any way!
Can I access the template after purchase if I’m not ready to edit it right away?
Yes! Once you open the link, it’s saved in your Canva account. You can come back and edit it anytime — there’s no expiration.
Do you offer refunds?
Due to the digital nature of these products, I don’t offer refunds. But if you ever run into an issue or need help editing, just reach out — I’ll be happy to help. However, if you are unhappy in any way please reach out to me and we will come to a favourable solution.