Q1
Short answerRequired
What’s your first name?
Makes the conversation personal without asking for unnecessary detail.
Free project inquiry form template
A project inquiry form template that turns vague requests into useful briefs.
Give agency and freelance prospects a clear way to explain the work, then evaluate fit against the same visible route every time. Preview the complete form, inspect all 10 questions, and adapt it to your offer.
Available on Free. No credit card required. Replace the example business rules and destinations before publishing.
Actual template route
Project brief → deliberate next step
Welcome
Tell us about your project
10 questions
Contact → service → outcome → scope → budget → timing → authority → context
Qualification checkpoint
Compare the complete brief with your saved fit criteria
Qualified route
Open a calendar, assessment, or chosen destination
Other route
Confirm review without promising a call
- questions included
- 10
- fit checkpoint
- 1
- explicit endings
- 2
- editable
- 100%
Live Qualyo form
Try the template before you copy it.
This is the real Project Inquiry preset in conversational mode with friendly AI wording enabled. Complete the flow to see how adaptive phrasing and a fixed route work together.
Live AI conversation
This is a live, AI-enabled Qualyo conversation. Preview submissions are stored in the Qualyo LP workspace; a template you copy belongs to your account and can be edited independently.
Question blueprint
See every question and the job it does.
You do not need to complete the interactive flow to audit the template. The full question set is rendered below for people, search engines, and AI systems.
Contact context
Q2
EmailRequired
What’s the best work email for you?
Creates a reliable follow-up channel for the project response.
Q3
Short answerRequired
What company or organization is this for?
Adds the business context needed to review relevance and scale.
Project shape
Q4
Single choiceRequired
What do you need help with?
Maps the inquiry to the services your team actually delivers.
Included choices: Website, Branding, Paid advertising, SEO, Content, Product or design, Strategy, Other
Q5
Long answerRequired
What are you trying to achieve?
Captures the outcome behind the request, not only a deliverable label.
Q6
Single choiceRequired
Which best describes the scope?
Separates a focused engagement from multi-phase or ongoing work.
Included choices: One focused project, Multi-phase project, Ongoing support, Not sure yet
Commercial readiness
Q7
Single choiceRequired
What budget range have you set aside?
Checks commercial fit using ranges that are easier to answer than an exact number.
Included choices: Under $2k, $2k–$5k, $5k–$10k, $10k–$25k, $25k+, Not sure
Q8
Single choiceRequired
When would you like to get started?
Surfaces urgency and whether the timing matches current capacity.
Included choices: Immediately, Within 30 days, In 1–3 months, Later this year, Just exploring
Q9
Single choiceRequired
What role do you have in choosing a partner?
Shows whether the respondent can move the project forward or is still gathering options.
Included choices: Final decision-maker, Part of the decision, Gathering options
Open context
Q10
Long answerOptional
Anything else we should know: links, constraints, or a current provider?
Leaves room for links, constraints, dependencies, and useful nuance without making it required.
Deterministic route map
The questions collect context. The graph chooses what happens next.
AI can personalize wording and evaluate the dedicated fit checkpoint. It does not choose the next question or redraw the route. If qualification is unavailable, the fallback chosen by the form owner applies automatically.
Intro
Tell us about your project
Questions 1–10
Contact → service → outcome → scope → budget → timing → authority → context
Qualification checkpoint
Compare the complete brief with your saved fit criteria
Qualified route
Open a calendar, assessment, or chosen destination
Other route
Confirm review without promising a call
Before you publish
Make four workflow decisions, not 40 design decisions.
The starting workflow is complete, but its example services, ranges, fit policy, and destinations are deliberately yours to replace.
- Step 1
Replace the service menu
Use your real offers and remove every option your team does not sell.
- Step 2
Set honest project ranges
Adjust budget and timing choices to match your minimum engagement and capacity.
- Step 3
Write the fit policy
Define what makes a project relevant, feasible, and ready for a conversation. Choose the automatic fallback used if AI is unavailable.
- Step 4
Connect both endings
Send strong-fit projects to a calendar or next step, and give every other inquiry a respectful review message or useful resource.
Use it for the right job
A project inquiry is pre-sale. Client onboarding comes later.
Good fit
- Agencies screening website, branding, marketing, design, or strategy projects.
- Freelancers who need scope, budget, and timing before agreeing to a call.
- Professional-service teams replacing an open-ended contact box with a consistent brief.
Choose another workflow
- Existing-client onboarding after a project has already been accepted.
- A complete proposal, contract, payment, or legally binding signature workflow.
- Teams that only need a name, email, and short message with no qualification step.
Project inquiry form FAQ
Questions before you use the template
What is a project inquiry form?
A project inquiry form collects the contact, service, goal, scope, budget, timing, and decision context needed to review a potential project before the first call. It is more structured than a general contact form but lighter than a proposal or onboarding questionnaire.
What questions should a project inquiry form include?
Start with contact and company details, then ask what service is needed, the desired outcome, project scope, budget range, preferred start date, decision role, and optional context. Keep a question only when its answer changes review, routing, or preparation for the next conversation.
Is a project inquiry form the same as a client intake form?
Not necessarily. A project inquiry form usually comes before a prospect is accepted and helps assess fit. A client intake form is often used after acceptance to collect onboarding details, stakeholders, assets, systems, and working preferences.
Can I customize the questions and qualification criteria?
Yes. The questions, options, wording, qualification criteria, visual route, branding, and endings are editable. Replace every example range and service with boundaries that reflect your own business.
Does AI decide which question comes next?
No. The saved visual graph determines the question order and route. AI can personalize the wording of an already-selected question and evaluate the dedicated qualification checkpoint, but it does not control branching. The form owner also chooses the automatic fallback outcome.
Can I embed this project inquiry form on my website?
Yes. A published Qualyo form can be shared by link or embedded on a website. The same questions and route remain in one form, so updates do not require rebuilding the workflow for every placement.
Continue in context
Build the template, then adapt it to your market.
Start with the complete project route.
Copy the questions and graph, then replace the example business boundaries with your own.