Consultant, coach, and therapist intake form. Service-type branching, contact preferences, consent block. Twelve blocks, logic, Calendly + Notion via Zapier. All on Free.
Client intake is one of the highest-stakes forms a small business owns. What you collect here flows into every later interaction: the kickoff call, the deliverables, the contract. A weak intake form burns the kickoff call on questions the brief should have answered, and pushes the real scope conversation to call two. A strong intake form turns the kickoff call into the work.
Twelve blocks across three service-type branches: Consultation, Coaching, Therapy, plus Other. The first six are universal (name, email, phone, contact preference, service type, goals). The next four branch by service type. Consultation collects business context, Coaching collects life-area focus, Therapy collects intake scoping. The last two are availability and consent.
The Other branch opens a text box where the client describes what they need. Consultants underestimate this. A lead who picks Other is signaling none of your standard offerings match. That lead is either a disqualified one or a lucrative custom engagement, and the open text triages it on the first pass instead of the kickoff call. Consultants we work with see 15–20% of booked work come from Other submissions they would have rejected.
Privacy and consent matter here. The template includes an explicit consent checkbox before submit, with copy you can edit per jurisdiction. AntForms is GDPR-aware on every plan; Pro adds EU data residency for European clients. If you're a therapist who handles PHI, AntForms doesn't ship HIPAA today; pick Jotform Gold for HIPAA-covered intake.
Wire responses into Notion (free) for a per-client doc, into Calendly via Zapier for auto-scheduled kickoffs, and into HubSpot (native on Free) for pipeline tracking. The whole stack is free on AntForms Free. The same setup on a competitor needs Pro plus a Zapier subscription.
Not yet. AntForms doesn't ship a BAA today. If you collect PHI in the intake (treatment notes, diagnoses), pick Jotform Gold. For non-clinical intake (preferences, scheduling, contact details), AntForms is fine.
Add a Yes/No "consent" block (this template includes one). The form refuses to submit without consent. Pro adds EU data residency, audit logs, and a downloadable DPA you can share with European clients.
Yes. Connect Notion on Free. Map form fields to Notion properties. Each submission creates a new page in the database with the form responses as page content. Setup takes five minutes.
Use the Calendly integration via Zapier (free) to send the client a scheduling link after submission. Or embed a Calendly button on the thank-you screen. Both work; Zapier gives you more control over which clients get which calendars.
Name, email, subject dropdown, message. Embed anywhere. Unlimited responses on Free.
Name, email, company, phone. For landing pages and ads. Unlimited responses on Free.
Job vs grant branching with file uploads. No submission caps. Never lose a candidate.
Free forever. Unlimited responses. Free analytics. Start in minutes, no credit card.