Client Intake Form Templates & Onboarding Pack
Ready-to-use client intake forms, onboarding checklists, policies, scripts & welcome packet templates for coaches, photographers, cleaners & beauty pros.
Get it on Gumroad — $19 →Look inside
What's inside
Questions people ask
Will this work for my specific niche?
The universal intake form plus six fully written niche variants cover coaches, photographers, cleaners, beauty pros, pet carers, and contractors — and the blank masters plus question-design guidance make it straightforward to build a form for any other service business in an evening.
Is the service agreement a ready-to-sign contract?
No — and that's deliberate. You get a complete plain-language checklist of what a solid agreement typically covers, so the draft you bring to a qualified professional for review is thorough, not a first attempt. Business templates and general guidance, not legal advice.
Do I need any software?
None. Print the forms, paste the questions into any free form builder, or use them as interview guides on a call. The scripts live wherever you already type — email drafts, phone shortcuts, or a notes file.
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