Client Intake & Project Overview Form Template (Editable in Canva)

A must-have for freelancers, service providers, and business owners who want to streamline their on-boarding 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