A consulting intake form covers who’s asking for help, what decision needs to be made, the constraints, and what access, deliverables, location, and start date the work needs.
A business hits a point where the next decision needs to hold up in a meeting, not just sound good on a call, so the first step is getting the facts down in one place. The Consulting Intake Form collects the basics and then asks the questions that stop consulting work turning into a deck that doesn’t match how the week actually runs.
The form opens with a short note about what happens after submission, then moves into contact details, company context, and a plain prompt under Management consulting that asks for the decision and the constraints. The later questions handle the parts that usually cause friction in operations and strategy work: time needed from the team, whether financials and contracts are available, which deliverables are expected, and whether the work happens on-site in Stellenbosch or remotely, all under Space Grotesk headings with Inter body text, with wine-red accents and a muted green‑teal call to action.
- Intro message The opening text tells the client what the form is for and what happens after they submit.
- Contact details The form collects name, email, and an optional phone number so replies don’t get split across threads.
- Consulting context The management consulting prompt asks for the decision to be made and the constraints that shape the work.
- Scope and access The required questions cover team time, access to financials and contracts, and the deliverables the client expects.
- Logistics The last questions capture on-site vs remote work, company or organisation name, and an optional preferred start date.
Once the form sits in Plutio, you share the link and responses arrive as they’re submitted, leaving the clarifying questions and next steps to come from what the client actually wrote.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What to include in a consulting intake form
| Part | What it covers |
|---|
Consulting Intake Form | A short intro explains what the form collects and that the consultant will follow up with clarifying questions and next steps. |
Your name | A required full-name field identifies who to follow up with. |
Email address | A required email field sets where replies and next steps go. |
Phone number | An optional phone field covers cases where a call works better than email. |
Management consulting | A written prompt asks for the decision that needs to be made and the constraints that matter. |
How much time do you need from me and your team? | A required text answer sets expectations for workshops, interviews, and internal effort. |
Do you need me to access your financials and contracts? | A required yes/no choice records whether the client will share financials and contracts. |
Which final deliverables do you expect? | A required multi-option choice captures the expected output, like a slide deck, a 90-day execution plan, a KPI dashboard design, a cost and margin analysis report, or a combination. |
Will I need to be on-site in Stellenbosch or work remotely? | A required choice confirms on-site in Stellenbosch, remote only, or a mix. |
Company or organisation name | An optional field captures the organisation name for context and filing. |
Preferred start date | An optional date field notes when the client wants the work to begin. |
Who it is for
Independent consultants and consulting teams doing management consulting, strategy engagements, or change management work who need consistent intake details before quoting or starting.
The form in full
Consulting Intake Form
Use this form to describe the help you need. I will review your answers and reply with clarifying questions and next steps.
- Your name (required)
- Email address (required)
- Phone number
Management consulting
Tell me the decision you need to make and the constraints I should know.
- How much time do you need from me and your team? (required)
- Do you need me to access your financials and contracts? (required)
- Yes, please review financials and contracts
- No, I will not provide access
- Which final deliverables do you expect? (required)
- Slide deck (presentation)
- 90-day execution plan (actions and owners)
- KPI dashboard design (templates)
- Cost and margin analysis (report)
- Combination of the above or other
- Will I need to be on-site in Stellenbosch or work remotely? (required)
- On-site in Stellenbosch
- Remote only
- A mix of on-site and remote
- Company or organisation name
- Preferred start date
