Design a Customer Intake Form

6. Small Business Essentials (Documents & Operations) ⏱ 20 minutes min 📊 Beginner

Objective

Create the questions for a new client or customer intake form to gather what you need upfront.

1

Describe your business and what information you need from a new client before starting work.
2

Prompt: 'Write intake form questions to gather everything I need from a new client before our first appointment/project.'
3

Ask the AI to flag which questions are essential vs. nice-to-have, to keep the form short.
4

Ask for a friendly intro sentence explaining why you're asking for this information.
5

Build the form in Google Forms using the AI-written questions.

Instructor TipShorter forms get completed more often — encourage students to cut anything not truly necessary.

TakeawayA well-designed intake form saves time on every new client relationship by front-loading the right questions.