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Industry-Specific

New Client Intake & Project Scoping Survey

Gathers what a prospective client needs, why it matters now, and how ready they are to move forward — built for agencies, consultants, and professional services firms onboarding new business. The AI follow-up interview digs past the surface request to uncover the real problem, constraints, and definition of success behind it.

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設問の例

テンプレートの内容をプレビューできます。すべての設問は公開前に自由に編集できます。

全12問・約7分
Q01
メッセージ

Welcome! Before we kick things off, we'd love to understand what you're looking for so we can scope things properly and match you with the right team. Your responses are completely confidential and anonymized. This will take about 5 minutes.

Q02
選択式必須

What type of project or service are you looking for help with?

  • Strategy or consulting
  • Design or creative work
  • Marketing or growth
  • Legal or financial services
  • Technical or development work
Q03
自由回答（長文）必須

In your own words, what's the main challenge or goal driving this project?

Q04
オピニオンスケール必須

How urgent is this need for you right now?

スケール: 1 – 5
最小:Not urgent, exploring options最大:Extremely urgent
Q05
選択式

What's your estimated budget range for this project? (Template note: replace the tiers below with ranges that match your typical engagement size before launching.)

  • (Replace with tier 1, e.g., Under $5,000)
  • (Replace with tier 2, e.g., $5,000–$15,000)
  • (Replace with tier 3, e.g., $15,000–$50,000)
  • (Replace with tier 4, e.g., $50,000+)
  • Not sure yet
Q06
ベスト・ワースト選択（MaxDiff）必須

When choosing who to work with on a project like this, which of these matters most to you, and which matters least?

  • Speed of delivery
  • Price or overall value
  • Quality of work
  • Communication and responsiveness
  • Relevant industry expertise
  • Flexibility to handle changes
  • Support after the project ends
各セットで最も良いもの・最も悪いものを選択最も良い:Matters most最も悪い:Matters least
Q07
選択式必須

Who will be involved in deciding whether to move forward with this engagement?

  • I'm the sole decision-maker
  • I need buy-in from a colleague or partner
  • This requires approval from leadership or a board
  • A committee or formal procurement process is involved
Q08
AIインタビュー

Dig into the real problem behind the client's stated goal or challenge: what triggered the need now, what they've already tried or considered, and what a successful outcome would look like in concrete, specific terms. If they mentioned urgency or budget constraints, probe the deadline or trade-off behind it. If their answer was vague or generic, ask them to walk through a recent, specific example of the problem in action.

Q09
選択式

How would you prefer we communicate during this engagement?

  • Email
  • Phone calls
  • Video calls
  • Messaging app (e.g., Slack)
  • In-person meetings
Q10
自由回答（短文）

When would you like this project to start, or is there a deadline we should know about?

Q11
選択式

To help us tailor our approach, how large is your organization?

  • Just me / solo
  • 2–10 employees
  • 11–50 employees
  • 51–200 employees
  • 201+ employees
  • Prefer not to say
Q12
メッセージ

Thanks for sharing all this! Your answers go straight to our team so we can prepare a proposal that actually fits what you need — we'll be in touch shortly.

含まれる機能

  • AIによる深掘り

    自由回答に合わせてAIが追加で質問し、固定のフォームでは拾えない具体的な内容を引き出します。

  • 注意確認設問

    急いだ回答や質の低い回答者を除外する仕組みを標準で備えています。

  • AIが作成する設問文

    文言、設問の順序、条件分岐をAIが調査の目的に合わせて作成します。

  • 自動レポート

    回答が集まると、テーマ、引用、わかりやすい要約が自動で作成されます。

他ツールとの比較

ほかのアンケートツールで最も近いテンプレートを調べました。それぞれの優れている点と、このテンプレートがさらに踏み込んでいる点をまとめています。

このテンプレートを選ぶ理由

  • Combines structured screening (project type, budget range, urgency, org size, decision-makers) with an open-ended question on the core challenge or goal driving the project
  • Includes a dedicated AI follow-up interview that digs past the stated request to uncover the real trigger, constraints, and definition of success — something static forms can't do
  • Uses a max-diff question to reveal what prospects actually prioritize when choosing who to work with (price, expertise, responsiveness, etc.), not just budget
  • Wraps the flow in friendly chat-style intro/outro messages so it reads like a conversation with your firm, not a bureaucratic form, while still routing every answer straight to your team

SurveyMonkey

Client Intake Form Template

A generic, static client intake form template covering standard contact and project fields. It's ready to field quickly but is built as a one-shot form rather than an adaptive interview, so it can't probe deeper into a prospect's stated needs. No agency/consulting-specific framing around budget, urgency, or decision-making structure.

優れている点

  • Fast to deploy with SurveyMonkey's mature form infrastructure
  • Familiar, simple interface for respondents
  • Backed by broad reporting/analytics tooling across the platform

物足りない点

  • Static question set with no adaptive follow-up to uncover the real problem behind a request
  • No voice AI interview or screen-share task option
  • No automated per-response quality scoring or transparent AI prompt methodology

SurveySparrow

Sample client intake form template

A conversational-style intake form template aimed at general client onboarding, with SurveySparrow's chat-like UI. It's positioned as a printable/fielding-ready form template rather than an interview built to dig into underlying business drivers. Coverage is generic rather than tailored to agency/consulting project-scoping needs.

優れている点

  • Conversational chat-style UI improves respondent experience over plain forms
  • Printable format offers flexibility for offline intake
  • Simple to customize within SurveySparrow's builder

物足りない点

  • No adaptive AI interviewer to dig past surface answers into real problem/constraints
  • No voice AI or guided screen-share task capability
  • No automated quality scoring or transparent prompt disclosure

Typeform

Accounting client intake form

A polished, professional-services-specific intake template (built for accounting firms) with Typeform's signature conversational one-question-at-a-time flow. It's a static template — well-designed for collecting structured intake info, but not built to adaptively interview prospects about underlying goals or readiness. Narrower vertical focus (accounting) than a general agency/consulting scoping tool.

優れている点

  • Clean, professional conversational form design tailored to accounting firms
  • Typeform's strong logic-branching for structured question paths
  • Good mobile-friendly respondent experience

物足りない点

  • No adaptive AI follow-up interview to surface the real problem behind a stated request
  • No voice AI interview or guided task/screen-share option
  • No automated response quality scoring or transparent AI prompt visibility

よくあるご質問

「New Client Intake & Project Scoping Survey」テンプレートにはどのような設問が含まれていますか？

すぐに使える設問が12問含まれており、最初の設問は次のとおりです：「Welcome! Before we kick things off, we'd love to understand what you're looking for so we can scope things properly and…」・「What type of project or service are you looking for help with?」・「In your own words, what's the main challenge or goal driving this project?」。すべての設問は上でプレビューでき、自由に編集できます。

このアンケートの回答にはどのくらい時間がかかりますか？

回答者は通常、12問を約7分で回答し終えます。

テンプレートは編集できますか？

はい。公開前であれば、すべての設問、選択肢、順序を編集できます。設問の追加や削除のほか、調査の目的に合わせた作り直しをAIエディターに依頼することもできます。

このテンプレートは無料で使えますか？

はい。エディターで開けば、すぐに編集を始められます。お試しにアカウントは不要で、無料プランでアンケートを公開できます。

公開の準備はできましたか？

このテンプレートをエディターで開いてみてください。最初の回答者が目にする前に、すべてを自由に変更できます。

このテンプレートを使う無料で始める

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