[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-245764-105":53,"doc-detail-245764-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","simple-client-intake-form-template","Simple Client Intake Form Template","","This document provides a simple client intake form template designed for businesses to gather essential information from new clients. The form includes fields for client name, company, project overview, client onboarding details such as contact information (home phone, cell phone, other phone), home and work addresses, position/business title, supervisor, department, and date of birth. It also includes a checkbox to indicate if the client is a previous customer and a section for describing previous work or comments. A disclaimer from Smartsheet is included, stating that the provided templates are for reference only and that no warranties are made regarding completeness, accuracy, reliability, suitability, or availability. Users are advised that any reliance placed on this information is strictly at their own risk. This template is intended to streamline the initial client consultation process, ensuring all pertinent details are captured efficiently.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/simple-client-intake-form-template/245764/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/simple-client-intake-form-template/245764.png","ImageObject",442,249,{"name":88,"@type":89},"Xiajie","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-23","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":40},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What information is collected in the Simple Client Intake Form Template?","Question",{"text":108,"@type":109},"The form collects client contact details, company information, project overview, onboarding details like addresses and phone numbers, job title, supervisor, department, date of birth, and previous customer status.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What is the purpose of the disclaimer included in the form?",{"text":113,"@type":109},"The disclaimer, provided by Smartsheet, states that the templates are for reference only and that Smartsheet makes no warranties regarding the accuracy or completeness of the information. It advises users to rely on the information at their own risk.",{"name":115,"@type":106,"acceptedAnswer":116},"Can this form be used for previous customers?",{"text":117,"@type":109},"Yes, the form includes a checkbox to indicate if the client is a previous customer, allowing for differentiation and potentially tailored follow-up.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},245764,1789230978,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":40,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":73,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":125,"read_time":9},8814010472675,"https://avatar.qwps.com/avatar/WGlhamll","SIMPLE CLIENT INTAKE FORM TEMPLATE  \nDATE TENDING ASSOCIATE  \n\n|  |  |  |\n| --- | --- | --- |\n\nCLIENT NAME CLIENT COMPANY  \n\n|  |  |  |\n| --- | --- | --- |\n\nPROJECT/REQUEST OVERVIEW  \nCLIENT ONBOARD INFORMATION  \n\n| HOME PHONE |  |\n| --- | --- |\n| CELL PHONE |  |\n| OTHER PHONE |  |\n\n\n|  |  |\n| --- | --- |\n| HOME ADDRESS |  |\n|  |  |\n\n\n| POSITION/BUSINESS TITLE |  |\n| --- | --- |\n| SUPERVISOR |  |\n| DEPARTMENT |  |\n\nDATE OF BIRTH  \nIS THIS A PREVIOUS CUSTOMER?  \n|  |  |\n| --- | --- |\n| WORK ADDRESS |  |\n|  |  |\n\nMALE/FEMALE  \nDESCRIBE PREVIOUS WORK/COMMENTS  \nDISCLAIMER  \nAny articles, templates, or information provided by Smartsheet on the website are for reference only. While we strive to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the website or the information, articles, templates, or related graphics contained on the website. Any reliance you place on such information is therefore strictly at your own risk.","cbCaivs5vFr8moZ3","https://ap.wps.com/l/cbCaivs5vFr8moZ3","pdf",102432,"English","# Simple Client Intake Form Template\n# Date Tending Associate\n# Client Name\n# Client Company\n# Project/Request Overview\n# Client Onboard Information\n# Home Phone\n# Cell Phone\n# Other Phone\n# Home Address\n# Position/Business Title\n# Supervisor\n# Department\n# Date of Birth\n# Is This A Previous Customer?\n# Work Address\n# Male/Female\n# Describe Previous Work/Comments\n# Disclaimer","[{\"question\":\"What information is collected in the Simple Client Intake Form Template?\",\"answer\":\"The form collects client contact details, company information, project overview, onboarding details like addresses and phone numbers, job title, supervisor, department, date of birth, and previous customer status.\"},{\"question\":\"What is the purpose of the disclaimer included in the form?\",\"answer\":\"The disclaimer, provided by Smartsheet, states that the templates are for reference only and that Smartsheet makes no warranties regarding the accuracy or completeness of the information. It advises users to rely on the information at their own risk.\"},{\"question\":\"Can this form be used for previous customers?\",\"answer\":\"Yes, the form includes a checkbox to indicate if the client is a previous customer, allowing for differentiation and potentially tailored follow-up.\"}]","Simple Client Intake Form Template | PDF"]