template.fyi

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Client Intake Kit

A neutral intake questionnaire covering goals, scope, access, budget, timing and privacy.

€11.00

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Product preview: Client Intake Kit
Product preview

Product preview · 01 → 03

Client Intake Kit — one preview, three views

All three frames use the same source image: full, as a detail crop and in a compact frame. They are not three separate screenshots.

Product preview: Client Intake Kit
01 / Source preview
Detail: Client Intake Kit
02 / Detail crop
Compact view: Client Intake Kit
03 / Compact crop
Format
Markdown + JSON
Category
Business
Files
4 documented deliverables
Publisher
Neptox · template.fyi edition

What is included

  • Intake form
  • Interview questions
  • Machine-readable JSON schema
  • Summary template

A good fit for

service providers collecting better client information before a proposal

Helps identify missing information early; a good client fit or complete risk picture is not guaranteed.