Template Ideas

Free client consultation form

free client consultation form

Are you a consulting business aiming to offer a seamless experience for potential clients seeking a free consultation? This free client consultation form is perfect for various consulting businesses, such as strategy, operations, finance, human resources, marketing, and technology.

By using this form, you will gather essential information about your clients, helping you understand their needs and tailor your services accordingly. Just customize it to fit your brand, and you're ready to go!

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Questions to include on your free client consultation form

1. Personal Information

Collecting basic personal information is crucial to understand and identify the client, as well as to keep records and communicate with them.

  • What is your full name?
  • What is your email address?
  • What is your phone number?
  • What is your company's name?

2. Service Required

Understanding the specific needs of your client will help you tailor your consultation and provide targeted solutions.

  • What type of consulting service are you seeking? (Strategy, Operations, Finance, Human Resources, Marketing, Technology)
  • Please briefly describe the project or issue you need assistance with.

3. Business Details

Gaining insights into the client's business will allow you to prepare better and customize your consultation according to their industry and size.

  • What industry does your business operate in?
  • How many employees does your company have? (1-10, 11-50, 51-200, 201-500, 500+)
  • What is your company's annual revenue? (Less than $1M, $1M-$5M, $5M-$10M, $10M-$50M, $50M+)

The questions about the number of employees and annual revenue are important, as they will help you understand the size of the client's business and adjust your approach accordingly.

4. Preferred Consultation Date and Time

Scheduling the consultation at a convenient time for both parties is essential for a productive session.

  • When would you like to schedule your consultation?
  • What time works best for you? (Morning, Afternoon, Evening)

5. Additional Information

Allowing the client to provide any additional information or concerns they may have can help you better address their needs during the consultation.

  • Is there any additional information or specific concerns you would like to share with us?

Other question ideas

When you are creating your free client consultation form, here are some additional questions you may want to consider. These won't apply in every case, but should give you some ideas as you build out your form.
  • How did you hear about our consulting services?

    • This insight can help you understand which marketing channels are most effective for reaching clients, allowing you to optimize your marketing efforts.
  • Have you worked with a consultant before? (Yes, No)

    • Understanding the client's prior experience with consulting services helps you tailor your approach and manage their expectations.
  • What is the main objective of this consultation? (Identifying business challenges, Developing a strategy, Implementing solutions, Improving efficiency)

    • Knowing the client's primary goal for the consultation helps you focus your efforts and better address their needs during the session.
  • What are your current pain points in your business?

    • This question uncovers specific issues the client is facing, giving you a clearer picture of their situation and helping you prepare relevant solutions.
  • How urgent is your need for consulting services? (Immediate, Within a month, Within 3 months, Not urgent)

    • Assessing the urgency of the client's request can help you prioritize appointments and allocate resources efficiently.
  • What is your preferred method of communication? (Email, Phone, Video call, In-person meeting)

    • Catering to the client's preferred communication method can ensure a smoother consultation process and enhance their overall experience.
  • What is the budget you have allocated for consulting services?

    • Understanding the client's budget allows you to tailor your services to their financial constraints and set realistic expectations.
  • Are there any specific tools or methodologies you would like us to use during the consultation?

    • Knowing the client's preferences in tools or methodologies can help you better prepare for the consultation and customize your approach.

Things to consider

  1. Mobile Responsiveness - Ensure that your form is mobile-friendly, as many users access forms through their smartphones. Use a responsive design that adapts to various screen sizes for a seamless experience.
  2. Clear and Concise Questions - Keep the questions simple and easy to understand. Avoid using jargon or technical terms that may confuse the user. This will make it easier for them to fill out the form quickly and accurately.
  3. Use of Required Fields - Mark essential questions as "required" to prevent users from submitting incomplete forms. However, don't overuse required fields, as this may discourage users from completing the form.
  4. Progress Indicators - If your form is lengthy, consider using a progress indicator to show users how far they've come and how much is left. This will encourage them to complete the form and provide a sense of accomplishment.
  5. Error Messaging - Implement clear and helpful error messages that inform users about any issues with their input, such as incorrect formats or missing information. This will allow them to quickly fix errors and submit the form successfully.
  6. Auto-save Feature - Integrate an auto-save feature that saves users' progress as they complete the form. This will prevent any loss of information in case of connection issues or accidental page refreshes.
  7. Form Accessibility - Ensure that your form is accessible to all users, including those with disabilities. Use appropriate labels, ARIA attributes, and proper color contrast to make your form compatible with screen readers and other assistive technologies.

How to create your free client consultation form

Now that you know what questions you should include, it's time to build your form!

The only problem is that traditional forms tools are inefficient.

People will forget to fill out your form. They'll get stuck halfway and not be able to finish it. Or they'll send you the wrong stuff. You end up wasting hours chasing people down over email. 

That's why you should give Content Snare a try. 

Content Snare is packed with advanced features that will have you hours:

  • Automatic reminders - Remind people to complete their form with fully customizable reminders.
  • Reject incorrect information - If a single question is filled out incorrectly, ask your client to re-do just that one item.
  • Autosaving - No progress gets lost. People can fill out forms in multiple sittings.
  • Comments and questions - If the person filling the form gets stuck, they can ask a question without having to email you.

Give it a go by signing up for your free 14-day trial

Get the information you need without chasing people

Content Snare is the stress-free way to get information from anyone. Break free of your inbox and reclaim your time. Let Content Snare chase your clients for you.