Client and business
Start with the company and offer.
Capture the contact, company, offer, market, and reason for starting now.
- Primary contact, company, website, and role.
- Offer and how customers buy it.
- Reason for the project.
Free copywriter intake form builder
Free AI Copywriter Intake Form Generator
Describe your services and Makeform creates a client intake form for scope, audience, voice, goals, deliverables, approvals, and deadlines.
- Unlimited free forms and responses
- Editable before publishing
- Conditional project questions
- File uploads for brand materials
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Used by tools like ChatGPT, Perplexity & ClaudeSend new copywriting briefs to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a starting point, tailor the prompt, or send it to the Makeform builder.
Prompt ready4 formats
Audience
New clients requesting website copy
Format
Multi-page brief with conditional page questions
Prompt size
283 chars
Brief qualitySends to builder
Example form structure
Multi-page brief with conditional page questions
Prompt exampleEditable in builder
Company, offer, and primary audience
Long answerFirst ask
2
Which website pages need copy?
Checkboxes
3
What should visitors do next?
Short answer
4
Voice, competitors, and proof points
Long answer
5
Brand guides and source materials
File upload
Suggested routing tags
Ready to quote
Needs clarification
Rush request
Ask for the single action a reader should take; it guides hierarchy and calls to action.
Step 1
Qualify
fit, scope, budget, and timing
Step 2
Discover
audience, offer, voice, and goals
Step 3
Plan
deliverables, inputs, and approvals
Step 4
Kick off
brief complete and files together
Why use an intake form
A vague email is not a usable creative brief.
A focused copywriter intake form collects the decisions that shape the draft before you estimate, research, or open a blank document.
Scope you can quote
Capture deliverable, quantity, length, due date, and services in structured fields before proposing a price.
Voice you can hear
Pair voice traits and terminology with examples that feel right or wrong.
Approvals you can plan
Identify decision-makers, review stages, and launch timing before delivery.
Adapt the questions
One foundation for different copy projects.
Keep the core client and brand questions, then reveal the project-specific details that affect each deliverable.
Website copy
Selected pages, navigation context, conversion paths, proof points, SEO inputs, and launch dependencies.
Email campaigns
Audience segment, awareness, sequence purpose, offer mechanics, send dates, platform, and calls to action.
Articles and case studies
Angle, search intent, sources, interview contacts, editorial standards, internal links, and publication workflow.
Brand voice discovery
Personality scales, vocabulary, tone boundaries, admired examples, audience expectations, and approval ownership.
Intake workflow
Turn a new inquiry into a draft-ready brief.
Generate, tailor, share, and route each completed brief.
01
Describe your services
Name your copy services and the facts needed to estimate each project.
02
Edit the generated questions
Add budget bands, deadlines, uploads, and conditional questions for each deliverable.
03
Share one clear intake link
Send the form after an inquiry so every client follows a consistent sequence.
04
Route the completed brief
Review responses, notify collaborators, and send details into your project workflow.
Form vs email vs call
Choose an intake method that preserves the useful details.
A form gives every prospect focused questions and keeps files beside answers.
Approach
What happens
Best use
ApproachUnstructured email
What happensThe client may omit audience, goals, approvers, or deliverables.
Best useA quick initial inquiry when you only need to decide whether to continue.
ApproachDiscovery call alone
What happensConversation adds nuance, but notes and files may scatter.
Best useComplex strategy discussions after the essential facts are collected.
Approach
Generated online intake form
What happensClients answer core questions, see relevant follow-ups, and upload source material.
Best useQualifying, preparing a quote, and arriving at discovery with context.
Field guide
What a copywriter intake form should ask.
Six focused sections create a brief you can qualify, quote, and turn into a project plan without asking the client to write the copy for you.
Scope and deliverables
Define what finished means.
Use structured fields for formats, quantities, pages, lengths, and optional services.
- Copy format, quantity, pages, and target length.
- Research, interviews, SEO, and uploads.
- Confirmed and undecided deliverables.
Audience and awareness
Name the reader behind the words.
Ask what readers know, want, question, and say in their own words.
- Primary reader and buying situation.
- Needs, objections, and awareness.
- Research or sales-call language.
Voice and messaging
Translate brand personality into direction.
Pair voice traits with examples, boundaries, vocabulary, and core messages.
- Voice traits with examples.
- Preferred terms, banned words, and style rules.
- Messages, differentiators, and approved proof.
Goal and measurement
Give every deliverable one job.
A clear reader action guides hierarchy, argument, and calls to action.
- Primary objective and next action for the reader.
- Funnel stage and where the copy will appear.
- Client-defined review indicators.
Inputs and approvals
Map the path to final copy.
Collect files, expert contacts, deadlines, and approval ownership before kickoff.
- Brand guides, research, and existing copy.
- Draft, launch, and dependent dates.
- Contributors, approver, and feedback process.
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Open toolFAQ
Copywriter intake form questions
Practical answers for freelance copywriters turning new-client inquiries into usable briefs.
What is a copywriter intake form?
It is a questionnaire completed before quoting or kickoff. It gathers business context, scope, audience, voice, goals, source material, timing, budget, and approvals in one submission.
What questions should I include in a copywriter intake form?
Ask about the company, offer, audience, project reason, deliverables, voice, messages, reader action, source material, deadline, budget, and approver. Add conditional questions for websites, email, or SEO content.
Should I send the intake form before or after a discovery call?
Send a concise version before the call to check fit and reserve the conversation for nuance. For an early-stage brief, collect qualification details first and use a deeper form after the call.
How do I ask about brand voice without getting vague answers?
Combine three voice traits with paired scales, right and wrong examples, preferred vocabulary, banned words, and humor or formality boundaries. Ask why each example fits.
Can the form change based on the type of copy requested?
Yes. Show relevant follow-ups after the client chooses a deliverable. Website branches can request pages and conversion paths; email branches can ask about the segment, offer, sequence, and send date.
Can clients upload brand guides and source material?
Yes. Request brand guides, product notes, previous copy, research, transcripts, or examples with labeled file-upload fields. Add a link field for materials stored elsewhere.
Is this copywriter intake form generator free?
Yes. Makeform offers unlimited free forms and responses. Generate, edit, publish, and reuse the form without a response cap; the paid tier removes the Makeform badge.
How long should a copywriter intake form be?
Match it to the next decision: qualification should be shorter than kickoff. Group questions, use conditional logic, require only essential answers, and let clients mark strategic questions for discussion.
Start with a brief you can use.
Generate your copywriter intake form and collect the context before kickoff.
Unlimited free forms and responsesConditional scope questionsBrand files in one submission