Client intake form: the basics before the first call

Updated 2026-10-30

It collects contact details, what the person needs, what a good result looks like and when to start. Nine fields. About five minutes.

Make it with my AI

Paste this into your AI. It needs the creator MCP.

text

Create a form with AI Form API called "Tell us how we can help".
Description: Share a few details so we are ready for our first conversation. It takes about five minutes.
Required: full_name (short_text), email (email),
preferred_contact (single_choice: Email, Phone call, Text message),
request_summary (long_text, max 3000), contact_consent (checkbox, "It is fine to contact me about this request").
Optional: phone (phone), goals (long_text),
timeline (single_choice: As soon as possible, Within a month, Within 3 months, Just exploring),
best_times (short_text).
Turn agent_fill on, then give me the public link.

Tips

Put the link in your booking confirmation. Keep health, money and ID details out of free text.
Visitors can use their own AI: agent-fillable forms. More templates.

Questions

Who is this client intake form for?

Freelancers, coaches, consultants and small studios.

Can I collect medical or financial details with it?

Do not. This is general intake. Keep health and money details out of free text.

Can I make a longer intake form?

Yes, up to 50 fields. Fewer questions get more finished answers.

Try the form

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Tell us how we can help

Share a few details so we are ready for our first conversation. It takes about five minutes.

Use this template All templates

Or paste the JSON

Give this to your AI. It needs the AI Form API MCP server or an API key. It makes the form and sends you the link.

text

Create this form with the AI Form API create_form tool (or POST https://aiformapi.com/v1/forms with my API key). Then reply with the public_url.

{
  "title": "Tell us how we can help",
  "description": "Share a few details so we are ready for our first conversation. It takes about five minutes.",
  "fields": [
    {
      "id": "full_name",
      "label": "Your full name",
      "type": "short_text",
      "required": true,
      "max_length": 120
    },
    {
      "id": "email",
      "label": "Email",
      "type": "email",
      "required": true
    },
    {
      "id": "phone",
      "label": "Phone",
      "type": "phone"
    },
    {
      "id": "preferred_contact",
      "label": "How should we contact you?",
      "type": "single_choice",
      "required": true,
      "options": [
        "Email",
        "Phone call",
        "Text message"
      ]
    },
    {
      "id": "request_summary",
      "label": "What would you like help with?",
      "type": "long_text",
      "required": true,
      "max_length": 3000
    },
    {
      "id": "goals",
      "label": "What would a good result look like?",
      "type": "long_text",
      "max_length": 2000
    },
    {
      "id": "timeline",
      "label": "When do you want to start?",
      "type": "single_choice",
      "options": [
        "As soon as possible",
        "Within a month",
        "Within 3 months",
        "Just exploring"
      ]
    },
    {
      "id": "best_times",
      "label": "Best days and times to reach you",
      "type": "short_text",
      "max_length": 200
    },
    {
      "id": "contact_consent",
      "label": "It is fine to contact me about this request",
      "type": "checkbox",
      "required": true
    }
  ]
}

Or call the API

bash

curl -X POST https://aiformapi.com/v1/forms \
  -H "Authorization: Bearer $AIFORMAPI_KEY" \
  -H "Content-Type: application/json" \
  -d '{"title":"Tell us how we can help","description":"Share a few details so we are ready for our first conversation. It takes about five minutes.","fields":[{"id":"full_name","label":"Your full name","type":"short_text","required":true,"max_length":120},{"id":"email","label":"Email","type":"email","required":true},{"id":"phone","label":"Phone","type":"phone"},{"id":"preferred_contact","label":"How should we contact you?","type":"single_choice","required":true,"options":["Email","Phone call","Text message"]},{"id":"request_summary","label":"What would you like help with?","type":"long_text","required":true,"max_length":3000},{"id":"goals","label":"What would a good result look like?","type":"long_text","max_length":2000},{"id":"timeline","label":"When do you want to start?","type":"single_choice","options":["As soon as possible","Within a month","Within 3 months","Just exploring"]},{"id":"best_times","label":"Best days and times to reach you","type":"short_text","max_length":200},{"id":"contact_consent","label":"It is fine to contact me about this request","type":"checkbox","required":true}]}'

JSON definition

json

{
  "title": "Tell us how we can help",
  "description": "Share a few details so we are ready for our first conversation. It takes about five minutes.",
  "fields": [
    {
      "id": "full_name",
      "label": "Your full name",
      "type": "short_text",
      "required": true,
      "max_length": 120
    },
    {
      "id": "email",
      "label": "Email",
      "type": "email",
      "required": true
    },
    {
      "id": "phone",
      "label": "Phone",
      "type": "phone"
    },
    {
      "id": "preferred_contact",
      "label": "How should we contact you?",
      "type": "single_choice",
      "required": true,
      "options": [
        "Email",
        "Phone call",
        "Text message"
      ]
    },
    {
      "id": "request_summary",
      "label": "What would you like help with?",
      "type": "long_text",
      "required": true,
      "max_length": 3000
    },
    {
      "id": "goals",
      "label": "What would a good result look like?",
      "type": "long_text",
      "max_length": 2000
    },
    {
      "id": "timeline",
      "label": "When do you want to start?",
      "type": "single_choice",
      "options": [
        "As soon as possible",
        "Within a month",
        "Within 3 months",
        "Just exploring"
      ]
    },
    {
      "id": "best_times",
      "label": "Best days and times to reach you",
      "type": "short_text",
      "max_length": 200
    },
    {
      "id": "contact_consent",
      "label": "It is fine to contact me about this request",
      "type": "checkbox",
      "required": true
    }
  ]
}