3 templates
Intake Forms
Intake forms collect the first clean record of a person, company, or job so the next team can act without a follow-up email.
Client IntakeFeaturedCapture the client, company size, and the workflow that needs a clean handoff.Intake · 5 fieldsPreview Employee IntakeCollect identity, role, and start notes before the first day.Intake · 5 fieldsPreview New Customer IntakeCollect contact details, company context, and what the customer needs first.Intake · 5 fieldsPreview
About intake forms
An intake form is the start of an ops workflow. It asks for identity, context, and what should happen after submit. FormBro templates keep that to the fields you can actually store today, then leave the rest for the builder.
Use cases
- Client onboarding for a service business
- New customer setup before the first kickoff
- Employee first-day intake for HR and IT