Professional client onboarding form with contact info, project requirements, budget, timeline, and preferences. Stop starting projects with missing information — capture everything you need before the first meeting so you can show up prepared and close faster.
Build Prompt
Copy this prompt into Claude Code
Build a static HTML client intake form for professional service providers. Dark theme: background #0a0a0f, surfaces #12121a, borders #1a1a2a, accent #64748b.
Multi-step wizard layout with a progress bar at the top (steps: Contact Info → Project Details → Budget & Timeline → Preferences → Review). Each step slides in smoothly with CSS transitions.
Step 1 — Contact Info: Full name, company, job title, email, phone, website, preferred contact method (email/phone/text), best time to reach (morning/afternoon/evening), timezone selector.
Step 2 — Project Details: Service type dropdown (configurable — default: Web Design, Branding, Consulting, Marketing, Development, Other), project description textarea (min 50 chars with live char count), primary goal (dropdown), industry sector, target audience description, competitors or examples URLs field, current pain points (checkboxes + other text).
Step 3 — Budget and Timeline: Budget range slider with labeled brackets ($500-$2k, $2k-$5k, $5k-$15k, $15k-$50k, $50k+), desired start date (date picker), hard deadline toggle with date picker, flexibility rating (1-5 stars), decision-making process (solo/committee), number of stakeholders field.
Step 4 — Preferences: Communication frequency preference (daily/weekly/bi-weekly), preferred tools (Slack, Email, Zoom, Asana — multi-select), design style tags (minimal, bold, corporate, playful — multi-select), previous agency experience (yes/no/first time), what went wrong last time textarea (conditional on yes), how they found you (dropdown: referral, search, social, ad, event, other).
Step 5 — Review: Summary card of all inputs, edit links back to each step, legal consent checkbox with privacy policy link, submit button.
On submit: display a styled thank-you screen with a unique reference number (timestamp-based), estimated response time, and a downloadable PDF summary (use window.print() with print styles). Store submission in localStorage with the reference number. No backend required.
Read the guide at https://accessagent.ai/api/guide and follow it to deploy the site to AccessAgent.ai. My email is [your@email.com].
Make It Yours
Industry-Specific Fields
Swap step 2 dropdowns for your niche: legal retainer forms, real estate buyer preferences, or agency briefs.
Conditional Logic
Show or hide entire sections based on prior answers — e.g., hide e-commerce fields if client says "brochure site".
Auto-Qualify Leads
Score responses against your ideal client profile and show a "Great fit!" or "Let's talk budget" message on submit.
Calendar Integration
Add a Calendly embed on the thank-you screen so qualified leads can book a discovery call immediately.
File Upload Section
Allow clients to attach brand assets, existing contracts, or reference images directly in the form.
NDA Checkbox
Include an inline NDA acceptance with a dated digital signature field before project details are shared.
Update Prompt
Update Prompt — Adjust fields for a new service type
Update the client intake form. Add a new service type option "[your service]" to the Step 2 dropdown. When that option is selected, show an additional conditional section with fields: [field 1], [field 2], [field 3]. Update the review summary to include these new fields. Redeploy.
SEO Tips
Target "client intake form template [industry]" and "new client questionnaire for [service]" in meta tags.
Add FAQ schema: "What questions should be on a client intake form?" for featured snippet capture.
Include a blog post or guide section explaining why each question is included to build topical authority.
Create industry-specific variants (photography, law, therapy) as separate URLs for niche keyword targeting.
Add JSON-LD WebApplication schema labeling it as a free tool to improve rich result eligibility.
Monetization Ideas
Offer a branded, white-label version with custom domain for a monthly SaaS fee targeting agencies.
Sell industry-specific template packs (law firm, design agency, real estate) as one-time downloads.
Affiliate links to CRM tools (HubSpot, Dubsado) where users can import their intake responses.
Consulting upsell on the thank-you screen: "Want help designing your full client workflow?"
Email capture at step 1 to build a list of small business owners you can market services to.