How to create a New Client Intake Form in Slack for consulting Firms

Collect information from potential new clients to determine if they are a good fit for consulting services

Great for consulting Firms

Streamline your client intake process with Forms for Slack! Create a new client intake form with fields for name, email, phone number, and address. Submitting the form is as easy as clicking a button!

Add the New Client Intake form to your workspace to update it's title, add more inputs and change how it's used in by your team in Slack.

Used by these great teams...

Add this form to your Slack workspace...

Sign in with Slack to add Forms to your Slack workspace. The New Client Intake form will be preconfigured for you.

Open this the form in any Slack channel using the slash command: /form New Client Intake Form

Add to Slack

Form JSON

Want to review or test the New Client Intake form yourself? Here is the raw JSON you can use with Slack's Block Kit builder:

{"type":"modal","title":{"type":"plain_text","text":"New Client Intake","emoji":true},"submit":{"type":"plain_text","text":"Submit","emoji":true},"close":{"type":"plain_text","text":"Cancel","emoji":true},"blocks":[{"type":"section","block_id":"client_name","text":{"type":"mrkdwn","text":"Please provide the clients name:"}},{"type":"input","block_id":"client_email","element":{"type":"plain_text_input","action_id":"client_email_input","placeholder":{"type":"plain_text","text":"Enter the clients email","emoji":true}},"label":{"type":"plain_text","text":"Email","emoji":true}},{"type":"input","block_id":"client_phone","element":{"type":"plain_text_input","action_id":"client_phone_input","placeholder":{"type":"plain_text","text":"Enter the clients phone number","emoji":true}},"label":{"type":"plain_text","text":"Phone Number","emoji":true}},{"type":"input","block_id":"client_address","element":{"type":"plain_text_input","action_id":"client_address_input","multiline":true,"placeholder":{"type":"plain_text","text":"Enter the clients address","emoji":true}},"label":{"type":"plain_text","text":"Address","emoji":true}}]}

About Forms for Slack

The Forms for Slack Slack app allows teams to create, edit and submit forms in Slack. Visit our Slack directory listing here.

Create your own Form, or start with one of our many templates.

Collect Form responses in any channel, or use our Zapier integration to send your New Client Intake form responses to Google Sheets, Notion or 3,000+ other systems.

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