Freelancer Client Kit — 14 Ready-to-Use Client Templates

Stop building client documents from scratch. Copy any template below into Google Docs, Notion, or your email client, fill in the brackets, and send. Each one includes a short filled-in example so you can see exactly how it should look in practice.

---

1. Client Intake Form

Send this before any call so the client arrives with answers already thought through.

CLIENT INTAKE FORM — [YOUR BUSINESS NAME]

1. Contact name: [FULL NAME]
2. Company / brand name: [COMPANY NAME]
3. Best email for project updates: [EMAIL]
4. Best phone number (optional): [PHONE]
5. What service are you looking for? [SERVICE, e.g. "logo + brand kit"]
6. What's the main problem you're trying to solve? [PROBLEM IN 1-2 SENTENCES]
7. Do you have a deadline? If yes, what and why? [DATE + REASON]
8. What's your estimated budget range for this project? [BUDGET RANGE]
9. Have you worked with a freelancer or agency for this before? [YES/NO — if yes, what worked/didn't]
10. Do you have existing brand assets, docs, or logins we'll need? [LIST OR "NONE YET"]
11. Who is the final decision-maker on approvals? [NAME/ROLE]
12. Anything else we should know before we talk? [OPEN FIELD]

Filled-in example:

...