Business Consulting Client Intake Form

A business consulting client intake form is used to gather information from new clients at the start of a consulting relationship. The form records details such as the client’s contact information, industry classification, ideal customer, and financial objectives. The consultant is then able to determine how they may best serve their needs.

Last updated September 30th, 2024

Types of Business Consulting Services

Business consultants offer various services and tend to specialize in a particular industry or area of expertise. Common examples of their services include:

Start-up planning
Business planning
Accounting and analysis
Market strategy and research
Operations
Promotion and advertising
HR management

Form Sections

Client Info

This section gathers the client’s contact information, business name, website, phone number, mailing address, and industry category (e.g., food services, technology, construction, etc.). The client must also provide a brief description of their business and specify their role within the company.

Consulting Info

The client should state the type of services they seek and what they hope to achieve through the consultant. They should also provide their financial goals, a description of their ideal customer, deadlines or timeline proposals, and any other relevant information.

Acknowledgment

Once the previous sections are completed, the client must sign and date the form.