For agencies
Free form templates for agencies
Free form templates for agencies and freelancers: client intake, contact forms and lead qualification, with briefs uploaded and every enquiry tagged.
- Contact form template A simple way to be reached, routed by topic, with the campaign that sent them recorded.
- Lead qualification form template Sort serious buyers from browsers: size, need and timing, with browsers sent straight to the newsletter.
- Client intake form template Everything you need before a first call with a new client: services, goals, budget, deadline and their brief.
From first enquiry to kickoff
Agencies win or lose work in the first exchange. These templates make that exchange sharper. A contact form routes enquiries by topic, and lead qualification sorts serious buyers from browsers. Then the client intake form collects goals, budget, deadline and the brief before the first call.
Each form carries your client's look or your own, through design, and on Premium your own logo and no hootform badge. Keep each client's forms in their own workspace, with viewers who can read responses without editing anything.
Questions people ask
Can I build forms for my clients?
Yes. Use a workspace per client, invite their team as viewers, and give each form the client's own design.
Can clients upload a brief?
Yes. The client intake template takes up to three files, stored with the enquiry.
Does Premium cost more per client?
No. Premium is $19 a month for the whole organization, however many workspaces, forms and people you have.