Client Intake & Discovery Form Template - Cana Template

Sale Price: $10.00 Original Price: $20.00

Set the tone for a smooth, professional client experience from day one.

The Client Intake + Discovery Form Kit helps you collect essential client details, goals, expectations, and project information - all in one organized, client-ready system.

Designed for service-based businesses who want to eliminate back-and-forth emails, avoid confusion, and confidently kick off projects with clarity and alignment.

Fully editable in Canva, this kit can be reused for unlimited clients and customized to match your branding and workflow.

Set the tone for a smooth, professional client experience from day one.

The Client Intake + Discovery Form Kit helps you collect essential client details, goals, expectations, and project information - all in one organized, client-ready system.

Designed for service-based businesses who want to eliminate back-and-forth emails, avoid confusion, and confidently kick off projects with clarity and alignment.

Fully editable in Canva, this kit can be reused for unlimited clients and customized to match your branding and workflow.

Client Roadmap Template - Editable Canva Template
Client Roadmap Template - Editable Canva Template
Sale Price: $10.00 Original Price: $20.00
Client Onboarding & Proposal Packet - Canva Template
Client Onboarding & Proposal Packet - Canva Template
Sale Price: $10.00 Original Price: $20.00
Client intake and discovery form kit editable in Canva for service providers

What’s Included:

✔ 11 page editable Canva template

✔ Client Intake Questionnaire

✔ Discovery Call Preparation Form

✔ Business Overview & Goals

✔ Current Challenges & Needs

✔ Expectations & Boundaries

✔ Workflow & Process Questions

✔ Start Here Guide

✔ License & Usage Terms

Designed for Virtual Assistants & OBMs, Coaches & Consultants, Freelancers & Creatives, Agencies & Service Providers and Online business owners.

If you onboard clients, this kit is essential.

Client intake and discovery form kit editable in Canva for service providers
Client intake and discovery form kit editable in Canva for service providers
Canva Business Templates