Intake Questionnaire (Copy/Paste)

Template

You can copy/paste this content into your workflows as-is.

# Intake Questionnaire

## Contact
- Full name:
- Email:
- Phone:
- Company / Organization:
- Role / Title:

## Request
- What are you trying to accomplish? (1–2 sentences)
- What does success look like? (metrics / outcome)
- Timeline / urgency:
- Budget range (if applicable):

## Context
- Current tools / systems involved:
- Constraints (security, compliance, procurement):
- Stakeholders / approvers:

## Consent & Privacy
- Do you consent to being contacted about this request? (Yes/No)
- Do you agree not to include sensitive personal data in this initial message? (Yes/No)

## Attachments
- Links or files (optional):

---
Internal routing fields (not visible to requester):
- Source:
- Campaign:
- Priority:
- Assigned owner:

Related Solutions

• AI Customer Support & Intake
• Integrations & Enterprise Enablement

Relevant Industries

• Legal
• Healthcare
• Finance
• Education