MuxForms agency client intake forms qualify new business on your Work With Us page—company, goals, budget, timeline, and service line in one partnerships inbox instead of PDF questionnaires and scattered Typeform links.
Use case
New client onboarding for agencies
The kickoff questionnaire should not live in a PDF email chain, a Notion duplicate, or a Typeform link that screams vendor—not agency.
Agency intake template
| Field | Purpose |
|---|---|
| service | Route to practice lead |
| budget | Qualify retainers |
| goals | Discovery prep |
| service_vertical | Hidden per landing page |
Agencies lose deals in the gap between “we should talk” and a structured discovery doc. A client intake form on your site qualifies leads before the first call: company, URL, goals, budget band, and decision timeline in one submission.
MuxForms stores every intake in a searchable inbox and emails partnerships@ so new business does not depend on whoever checked Gmail that morning. Required fields block empty “tell me your rates” messages without context.
Clone the template per service line—SEO, web development, brand, paid media—with tailored select options and hidden `service_vertical`. White-label embeds on proposal microsites by allowlisting each client-facing domain on the same account.
Capture competitors and current stack in textarea fields so strategists prep before the kickoff. Optional phone and team size help SDRs prioritize enterprise vs SMB.
This overlaps onboarding-forms for long applications but optimizes for agency new-business language: goals, retainer budget, and stakeholder map—not generic contact.
When ops matures, webhook submissions into Notion, ClickUp, or HubSpot deals. Until then, export CSV from the inbox for quarterly pipeline reviews.
Unlimited forms mean each partner or regional office can run their own intake schema without per-seat form builder fees.
Ready-made template
Create a form named Agency — Client intake with these fields, then paste the embed on your page. Notify partnerships@; duplicate per vertical; require budget + goals; webhook to CRM when ready.
| Field | Type | Required |
|---|---|---|
| Company namecompany | text | Yes |
| Websitewebsite | url | Yes |
| Primary contactcontact_name | text | Yes |
| Work emailemail | Yes | |
| Phonephone | tel | No |
| What do you need help with?service | select | Yes |
| Goals for this engagementgoals | textarea | Yes |
| Main competitors or reference brandscompetitors | textarea | No |
| Monthly or project budgetbudget | select | Yes |
| Desired start datetimeline | text | No |
| How did you find us?heard_from | select | No |
| Service verticalservice_verticalhidden | text | No |
| Leave blank_hphidden | text | No |
Embed demo
Illustrative preview—wire your form id after signup.
Schema JSON
{
"name": "Agency — Client intake",
"fields": [
{
"name": "company",
"label": "Company name",
"type": "text",
"required": true
},
{
"name": "website",
"label": "Website",
"type": "url",
"required": true
},
{
"name": "contact_name",
"label": "Primary contact",
"type": "text",
"required": true
},
{
"name": "email",
"label": "Work email",
"type": "email",
"required": true
},
{
"name": "phone",
"label": "Phone",
"type": "tel",
"required": false
},
{
"name": "service",
"label": "What do you need help with?",
"type": "select",
"required": true,
"options": [
"Website",
"Brand / creative",
"SEO / content",
"Paid media",
"Retainer / ongoing"
]
},
{
"name": "goals",
"label": "Goals for this engagement",
"type": "textarea",
"required": true
},
{
"name": "competitors",
"label": "Main competitors or reference brands",
"type": "textarea",
"required": false
},
{
"name": "budget",
"label": "Monthly or project budget",
"type": "select",
"required": true,
"options": [
"Under $5k",
"$5k – $15k",
"$15k – $50k",
"$50k+"
]
},
{
"name": "timeline",
"label": "Desired start date",
"type": "text",
"required": false,
"placeholder": "e.g. Next month"
},
{
"name": "heard_from",
"label": "How did you find us?",
"type": "select",
"required": false,
"options": [
"Referral",
"Google",
"Social",
"Conference",
"Other"
]
}
]
}Embed snippet
<div data-form-id="FORM_UUID"></div> <script src="https://www.muxforms.com/embed.js" defer></script>
Common questions
- Intake vs generic contact form?
- Intake requires budget and goals; contact is for lighter hello@ messages.
- Multiple agency brands?
- Unlimited forms and allowlists per white-label site on one account.
- Notion or HubSpot?
- Start with inbox + email; add webhooks when pipeline tooling is ready.
- Same as onboarding-forms?
- Similar length; agency-intake uses new-business fields and vertical selects.
Create the form for this job.
Then clone the pattern for the next site or app.
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