Consultation Form Template

Independent consultants taking discovery calls, marketing agencies qualifying inbound leads, accountants and lawyers running paid intake meetings, coaches booking initial sessions, freelance designers fielding new project inquiries, sales teams gating demo requests, and operations leaders standing up a vendor evaluation process.

FlexForm gives you the consultation form, but it also gives you a way to change it as your business changes — without rewriting code or paying a developer. Hide the budget field for warm referrals. Add a question about team size when you start selling to bigger companies. Just describe what you want changed in plain English and the form updates itself. Submissions land where you already work. Push qualified leads into HubSpot as new contacts, drop a one-line summary into a Slack channel so the team sees inquiries the moment they arrive, and keep a running Google Sheets log for the monthly pipeline review. Each connection takes about a minute to set up and runs automatically from then on. If you run a native mobile app — a coaching platform, a client portal, a booking app — the same form can live inside it through our Kotlin Multiplatform SDK, working on both Android and iOS from one form definition. For everyone else, a share link does the job: send it in an email, drop it on a landing page, or paste it into a DM. The free forever plan covers most solo consultants comfortably, so you can get the whole pipeline running without putting a card on file.