Client Consultation Form Template

What is a client consultation form?

A client consultation form is a document used to gather important information from potential clients. It helps businesses understand their clients' needs, preferences, and aims to provide a tailored service or product. This form typically includes questions about the client's contact details, project requirements, and budget constraints.

Important fields to include in a client consultation form

Here are some key fields that you can use in your client consultation form. You can customize these depending on your specific needs.

Field Name	Why to Collect	Compulsory/Optional	Input Type
Full name	To address the client properly	Compulsory	Text
Email address	To communicate with the client	Compulsory	Email
Phone Number	To contact the client if needed	Compulsory	Number
Company name	To understand the client's background	Optional	Text
Preferred date	To schedule the consultation	Compulsory	Date selector
Preferred date	To schedule the consultation	Compulsory	Time selector
Services of interest	To know the client's needs and preferences	Compulsory	Dropdown
Description of issue/concern	To understand the client's situation	Compulsory	Text
Additional comments	To address any specific client needs	Optional	Text
Sales/account manager	To assign the appropriate contact person	Optional	Text

How can I create a client consultation form?

You can create a client consultation form using any online tool that allows you to create forms, like Google Forms, Typeform, etc. You can also use Mailmodo to create and send forms in your emails.

How can I send a client consultation form in an email?

Before we get into the how, let’s understand the why.

Why should you send this form in an email?

Inserting your client consultation form in your emails allows you to reach out to your existing email list and have them fill out the form within the email itself. This reduces friction and cuts down on multiple steps like redirects, logging in to another page, etc., increasing the number of submissions.

For example, Allround saw a 28% increase in responses on their feedback forms by emailing them using Mailmodo.

Now, let’s come to the how.

If you want to send this client consultation form in your emails, you can use Mailmodo. Mailmodo is an all-in-one interactive email marketing platform that lets you create and send such interactive forms in email without any coding. Here’s an interactive demo to get you started.

How to increase submissions for your client consultation form

You can increase the submissions of your client consultation form by making them user-centric and easy to complete. We have created an exclusive guide that discusses 12 things you can do to increase form submissions.