Templates

Short Inquiry Form Copy

Concise first-pass inquiry form copy for freelancers.

Short Inquiry Form Copy

What this is: A concise first-pass inquiry form you can drop into your site, intake doc, or DM templates.

When to use it: Use this when you want a low-friction first pass from new leads before deciding whether to ask for deeper intake.

How this connects: New inquiries captured here should be added to your lead tracker and, when appropriate, followed by the detailed intake questionnaire.

Name

What should I call you?

Email

What is the best email to reach you?

Business or project name

What business, brand, or project is this for?

What do you need help with?

Briefly describe what you are looking for.

What is the main outcome you want?

What are you trying to achieve?

Timeline

Is there a target date or timing I should know about?

Budget signal

If you have a budget range in mind, feel free to share it.

Referral/source

How did you hear about me?

Where to use this form

  • Website contact or project inquiry page
  • A shared intake doc you send to prospects
  • A saved email reply template
  • A DM follow-up message when someone reaches out informally

Optional intro text

Use this before the form:

Share a few details below so I can quickly understand what you need and whether there is a good fit.

Tone variations for key questions

You can adjust the tone to match your brand:

  • Name
    • Neutral: “What should I call you?”
    • More formal: “What is your name?”
    • More casual: “What should I call you in emails?”
  • What do you need help with?
    • Neutral: “Briefly describe what you are looking for.”
    • More formal: “Please describe the support you are seeking.”
    • More casual: “What would you like help with right now?”
  • Budget signal
    • Neutral: “If you have a budget range in mind, feel free to share it.”
    • More formal: “If appropriate, please share a budget range for this work.”
    • More casual: “If you have a rough budget in mind, you can share it here.”

Usage notes

  • Keep this version short.
  • Use plain language.
  • Do not turn first contact into a long application.
  • If the lead looks promising, follow with the detailed intake questionnaire.

Version 1.0 – Last reviewed March 2026