Client intake form template (free)
A free client intake form for freelancers and agencies. Ask about scope, budget, timeline and past experience before the first call.
11 questions on one page
Testimonial request form template (free)
Most happy clients will gladly say something nice. They just won't write it from a blank email. A testimonial request form gives them a few easy prompts instead. This template opens with a one to five rating of how working together went, then asks what you worked on and what they'd tell someone thinking of hiring you. That last answer is usually your quote. Next come their name, job title and company, a website or LinkedIn link and an optional photo or logo. The final question asks how you may publish it: with their name and company, first name and company only, or with no name at all. If the rating is three or lower, an extra box asks what you could have done better, so you hear about problems before anything goes public.
Free plan, free forever. Sign up and the template opens in your workspace.
What's in this form
9 questions on one page. Every question, in order:
Page 1: Would you say a few words?
| No. | Question | Answer type | Required? |
|---|---|---|---|
| 1 | How was working together?Rating, RequiredScale of 1 to 5 | Rating | Required |
| 2 | What did we work on?Short answer, Optional | Short answer | Optional |
| 3 | What would you tell someone considering working with us?Long answer, Required | Long answer | Required |
| 4 | What could we have done better?Long answer, OptionalThis is for us, not for publishing. | Long answer | Optional |
| 5 | Your nameShort answer, Required | Short answer | Required |
| 6 | Job title and companyShort answer, Optional | Short answer | Optional |
| 7 | Website or LinkedInLink, Optional | Link | Optional |
| 8 | A photo we can useFile upload, OptionalOptional: a headshot or your logo. | File upload | Optional |
| 9 | How may we publish this?Multiple choice, RequiredChoices: With my name and company, First name and company only, No name, please | Multiple choice | Required |
How the logic works
- Shows “What could we have done better?” when “How was working together?” is 3 or less
What people see after sending
Thank you, really.
We'll let you know where it ends up.
Built in
- Conditional logic
- File upload
Who it's for
- Freelancers who need fresh quotes for a portfolio or proposal
- Agencies collecting proof for case studies and pitch decks
- Coaches, consultants and trainers who finish work with a client every month
- Local service businesses that want quotes for their website, not only review sites
When to use it
- Right after a project ends well, while the result is still fresh
- A week or two after a coaching program or course wraps up
- When a client sends a thank-you email, so you can ask to quote it properly
- Before a website relaunch, to replace quotes that are two years old
- When you write a proposal and want a recent quote from a client in the same field
Make it yours
- Send the link yourself, in a short personal note. A form link from the person they worked with usually gets more replies than a link in a newsletter. Say it takes two minutes, because it does. If they don't reply, one friendly reminder a week later is plenty.
- Respect the publishing choice. "First name and company only" means exactly that on your site. "No name, please" means you publish the quote without their name or company. It's a publishing choice and doesn't change what you see: anyone in your workspace can read the full response, name included.
- Keep the improvement answers off your site. The note under that question reads "This is for us, not for publishing," so clients know their honest feedback won't end up in a quote. The question only shows when the rating is three or lower.
- Photos make quotes believable. The upload question takes a headshot or a logo, up to 10 MB per file on the Free plan, with no plan cap on Pro and Business. Leave it optional so nobody quits over a missing headshot.
- Add an email question if you want to say thanks automatically. The template has none, and the confirmation email to the client needs one. With it in place, write your own subject and message, on every plan.
Print it or edit it offline
The same questions, ready to print or edit.
Where the answers go
Every response lands in your HornetForms inbox. From there, send it wherever your team already works.
- Turn on an email to yourself for each new response, on every plan
- A confirmation email to the person who filled it in, when the form asks for their email
- A new row in Google Sheets, a message in Slack or Discord, or a page in Notion, free on every plan
- Connect with Zapier, or send signed webhooks to n8n, Make or your own app
- CSV export on every plan, and Excel export on Pro and Business
Questions people ask
What should a good testimonial include?
A specific result, a little of the before and after, and a real name with a job title or company. Generic praise like "great to work with" convinces nobody. That's why this form asks what you worked on and what they'd tell someone considering you, rather than "any comments?".
Is a testimonial form the same as a feedback form?
Not quite. A feedback form asks how you did so you can improve. A testimonial form asks for words you can publish, and for permission to publish them. This template does both: every client gives a rating and a quote, and only clients who rate you three or lower see the extra question about what to improve. Clients answer on their phone without creating an account.
Can I get the testimonial form as a PDF?
Yes. This page has it as a PDF for US Letter or A4, and as a Word file you can edit. The printable has the same nine questions as the online form, which helps when you collect quotes in person at the end of a workshop or class.
What is a testimonial form for?
It collects praise you can publish, plus written permission to publish it. Each response holds the quote, the person's details, an optional photo and their choice of how to be named, so you know what you may use on your website, in proposals or on social media.
Can I collect testimonials from several clients at once?
Yes. One form link works for every client, and each answer arrives as its own response. Send it in a short personal note to each client who finished a project this month. You can filter responses by rating or by publishing choice before you pick quotes for your site.
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Start from a template, finish with your form
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