Free Product Consulting Intake Form Template
A product consulting intake form covers contact details, the build you want, the current workaround, required numbers, call planning, rebuild risk, and metric timing.
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A product onboarding flow can take a quarter of work and still land on the same trial-to-paid conversion and the same churn, which leaves everyone staring at a busy backlog and flat revenue. This product consulting intake form collects the details a consultancy needs to propose a next step and an estimate, without starting from a blank page.
The form opens with Onboarding flow rebuild, which asks what should get built and why, then says you’ll get clarifying questions and a proposed next step with an estimate. The questions that follow cover Project details in plain language, then go straight at the things buyers worry about: what numbers matter before work starts, how many customer calls to run and who should join, whether a full rebuild is on the table, and when measurable change in metrics should show up.
- Onboarding flow rebuild A short opener that frames what you’ll review and how you’ll come back with clarifying questions, a next step, and an estimate.
- Contact questions Required name and email, plus an optional phone number for follow-up.
- Project details Prompts for what should get built, the problem it solves, who it affects, and how the team works around it today.
- Numbers and discovery Asks what metrics you need before starting and how many customer calls to run, including who should join.
- Rebuild and timeline A rebuild expectation choice plus a question on when measurable change in metrics should be expected.
Once the form is in Plutio, responses land in one place, so the next step can start from the answers instead of another round of back-and-forth.
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 this form contains
| Part | What it covers |
|---|---|
Onboarding flow rebuild | The opener explains what the consultant will review, then points to clarifying questions and a proposed next step with an estimate. |
Your name | A required full-name field so the response has a clear owner. |
Email address | A required email field for the reply and any follow-up questions. |
Phone number | An optional phone field when a call works faster than email. |
Project details | A short prompt to describe the build, the problem it solves, and who it affects. |
What do you want this to do? | A required long-answer question that captures the outcome the work needs to drive. |
How do you work around this today? | An optional long-answer question for the current workaround and its tradeoffs. |
What numbers do you need from me before starting? | An optional long-answer question that makes the required baseline metrics explicit up front. |
How many customer calls should I run, and who joins? | An optional long-answer question for call count and attendee roles, so discovery doesn’t drift. |
Should I expect to recommend a full product rebuild? | A multiple-choice question that lets the buyer state whether the scope should stay on flows and pricing, consider a rebuild, or let discovery decide. |
When should we expect measurable change in metrics? | An optional text question that anchors expectations around when conversion or churn movement should be visible. |
Who it is for
Product consultants working with b2b saas teams, developer tools companies, or marketplace platforms that want a scoped next step tied to revenue and retention.
Questions about this form template
What should a product consulting intake form ask for?
A product consulting intake form should capture contact details, the outcome the client wants, the current workaround, and the discovery inputs you’ll need before estimating. This form also asks about customer-call planning, rebuild expectations, and when measurable metric change should show up.
What numbers should a product consultant ask for before starting?
The numbers depend on the work, but the intake should ask which baseline metrics the consultant needs before they can propose a next step and an estimate. This form includes a dedicated question to collect those metrics requirements up front.
How do you ask about customer calls in an intake form?
A useful intake question asks for the number of calls and who should join, so discovery has a clear shape. This form asks both in one place so the client can answer without a separate email thread.
How do you handle the possibility of a full product rebuild in discovery?
An intake form can ask directly whether the buyer expects a recommendation to stay on flows and pricing or to consider a rebuild. This form includes a three-option choice, including a “discovery will decide” option.
Should an intake form include a timeline for metric change?
An intake form can ask when the buyer expects measurable change, because that expectation affects scope and how results get evaluated. This form includes a question that asks for that timing in the client’s words.
What information is required on this intake form?
This intake requires a name, an email address, and an answer to what the client wants the work to do. The other questions, including phone number and the deeper discovery prompts, are optional.
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