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Client Intakes
New Client Intake
Client
Name
Company
Email
Phone optional
How did they find us?
Worked with a dev before?
Yes
No
Somewhat
Project
What are they building?
Who is it for?
Consumers
SMB clients
Internal staff
Competitors / inspiration
Why now?
Practicalities
Existing systems to connect to?
Platforms needed
Web
iOS
Android
All
Hard deadline?
Yes
Flexible
Budget thoughts?
Decision maker?
Yes — sole
Shared decision
Not them
Notes
Next steps agreed
Gut feeling
Status
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Database
Table
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Accounts
New Client
Name *
Company
Status
Email
Phone
Notes
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Send Invoice
▶ Your Details
Business Name
Your Name
Email
Phone
Business Address
Website
ABN / Tax ID optional
Payment Terms
Currency
Invoice Footer / Notes optional
Client optional
Amount (USD) *
Description *