SurveyMonkey is rated 4.5 out of 5 from 18,000+ reviews on G2.com

Efficiently onboard new clients with our adaptable client intake form template. Whether you're in healthcare, consulting, or any service-oriented field, this form makes it simple and easy to collect essential information about new clients so you can provide them with high-quality, tailored services.

Client Intake Form Template

With the intuitive, drag-and-drop builder, you can easily customize the form to capture exactly the information you need, including personal details, contact information, preferences, and specific needs. You can also easily add your brand’s logo and colors to create a consistent and welcoming brand experience for your new clients.

We have so many powerful features to help you launch surveys quickly, but here are our most popular ones for new users.

Out-of-the-box themes, accessible color palettes, custom fonts, branding, and more.

Collect survey responses via email, website, SMS, social media, QR codes, offline, and more.

Automatic results summaries, filters, custom dashboards, crosstab reports, text analysis, & more.

Flower shop owner looking at his phone, next to a review showing 5 out of 5 stars

Read about our customers, explore webinars, and get guides on collecting feedback in your industry.

Woman reading research blog posts on a tablet, next to four blue and green bar charts

Get tips on how to create better surveys, hear the latest product news, or check out our research.

Man wearing headphones and using a laptop, next to an image of SurveyMonkey's logo

Access tutorials on how features work, learn more about billing, and contact Customer Support.

의료 서비스 설문조사 결과를 살펴보고 있는 남성 의사

SurveyMonkey can help you do your job better. Discover how to make a bigger impact with winning strategies, products, experiences, and more.

노트북으로 기사를 보면서 스티커 메모에 정보를 쓰고 있는 남성과 여성

Surveys are important in research because they offer a flexible and dependable method of gathering crucial data. Learn more today.

안경을 쓰고 미소를 지으며 노트북을 사용하고 있는 남성

This webinar discusses the cored 8 GDPR principles and how you can use SurveyMonkey to stay compliant

노트북으로 정보를 살펴보고 있는 여성

Discover how Carrot relies on SurveyMonkey for HIPAA-compliant surveys, improved data collection, and better clinical outcomes.