A product consulting intake form covers contact details, project context, roles needed each week, access expectations, and a preferred start date.
The project stalls when product consulting starts on a fuzzy brief and the next step keeps moving, so nobody’s sure what’s happening week to week. The Product Consulting Intake Form gets the basics and the hard questions in one place so the first call isn’t spent untangling context from Slack threads.
The form opens with a short note about scoping and follow-up, then moves through Your name, Email address, and a phone number, before Project details asks for what’s needed, the constraints, and who makes decisions. The later questions get specific about how the engagement runs, including Which of our roles do you need each week?, what “done” looks like for discovery, whether the work should plug into an existing dev team and codebase, what access is expected on day one, and a preferred start date in the end.
- Product Consulting Intake Form A short intro explains what the form collects and what happens after submission.
- Project details The project context, constraints, and decision-makers go here so scoping doesn’t rely on follow-up calls alone.
- Weekly roles The roles needed each week get spelled out so the consulting work doesn’t disappear into tools and reappear only at invoice time.
- Dev team and codebase A multiple-choice question records how closely the work should integrate with an existing team and repo access.
- Access and start date The form captures day-one access expectations and an optional preferred start date.
Once the form is in your workspace, you send it out and the responses land back in Plutio, which means nothing else has to be connected to start reviewing answers and deciding the next step. The page uses stone-rose accents with spot-label green, with headings in Raleway over Inter body text so the questions read like a working brief instead of a pitch.
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 product consulting intake form
| Part | What it covers |
|---|
Product Consulting Intake Form | A short opening note explains what the form collects for scoping product consulting and what follow-up happens after you receive the answers. |
Your name | A required name field identifies who submitted the request. |
Email address | A required email field gives you a reliable reply address for next steps and follow-up questions. |
Phone number | An optional phone field captures a number if a call is the quickest way to clarify scope. |
Project details | A short written prompt asks for what’s needed, the constraints, and who will make decisions. |
Company or product name | A required text field records the company or product the consulting will apply to. |
Which of our roles do you need each week? | A required long-answer question captures the mix of roles needed week to week so expectations don’t stay implicit. |
How will you know discovery is finished? | A required long-answer question defines the signal that discovery is done, so the engagement can move on instead of stretching indefinitely. |
Should we work with your dev team and codebase? | A required multiple-choice question records the expected level of integration, from full codebase work to separate workstreams. |
What access do you expect us to have on day one? | A required long-answer question lists the access needed to start, such as accounts, repos, or analytics, so onboarding doesn’t become the first blocker. |
Preferred start date | An optional date field captures when the work should start so scheduling can happen around a real date. |
Who it is for
Product consultants and product studios taking on saas & product engagements where the client needs discovery, roles, access, and start timing answered up front.
The form in full
Product Consulting Intake Form
This form collects the details we need to scope product consulting. After you send it we review your answers and propose a clear next step or follow-up.
- Your name (required)
- Email address (required)
- Phone number
Project details
Tell us what you need, the constraints, and who will make decisions.
- Company or product name (required)
- Which of our roles do you need each week? (required)
- How will you know discovery is finished? (required)
- Should we work with your dev team and codebase? (required)
- Yes, integrate with our team and codebase
- Yes, but only as consultants (limited access)
- No, we should run separate workstreams
- Not sure, we need to discuss
- What access do you expect us to have on day one? (required)
- Preferred start date
