You will get Customizeable Client Intake Form + Workflow
Project details
A well-designed client intake form saves time, filters out poor-fit clients, and creates a smoother onboarding experience from day one.
I create custom client intake forms and onboarding workflows tailored to your business, services, and client journey. Each form is structured to collect the right information upfront while remaining clear and easy for clients to complete.
You’ll receive a professional, organized intake system that aligns with your workflow, whether you need a simple intake form or a more advanced onboarding process with conditional logic and follow-up steps.
My focus is on clarity, efficiency, and usability so you can spend less time chasing information and more time serving your clients.
I create custom client intake forms and onboarding workflows tailored to your business, services, and client journey. Each form is structured to collect the right information upfront while remaining clear and easy for clients to complete.
You’ll receive a professional, organized intake system that aligns with your workflow, whether you need a simple intake form or a more advanced onboarding process with conditional logic and follow-up steps.
My focus is on clarity, efficiency, and usability so you can spend less time chasing information and more time serving your clients.
Project Type
Customer Support, OtherWhat's included
| Service Tiers |
Starter
$35
|
Standard
$65
|
Advanced
$110
|
|---|---|---|---|
| Delivery Time | 2 days | 3 days | 5 days |
Number of Revisions | 1 | 2 | 2 |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$20
Additional Revision
+$15
Welcome Email Template
(+ 1 Day)
+$20
Convert to Google Form + PDF
+$25Frequently asked questions
4 reviews
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This project doesn't have any reviews.
GG
Giovanni G.
Feb 11, 2026
Spanish speaker in Southern US - cultural insights
Amber was a fantastic help-- we sent her along a sheet of questions to answer, which she answered well, and went out of her way to also record a short video for us with visuals to provide extra context into some of the things we were asking about. We spoke to her yesterday to go over her responses and ask some followup questions and she was a massive help; she provided us with a huge amount of cultural context and knowledge that we definitely would not have had without her. Though the task only needed a small bit of translation work, she did a great job of painting the contextual picture for the work we're doing in the region and giving us great feedback about immigrant communities in Louisiana.
AP
Aja P.
Jan 20, 2026
Photobooth Logistics Operator
Amber was truly amazing to work with. She was a great communicator and often checked in to see how she could best support our organization. If future opportunities come up, we will definitely be reaching out. We are wishing Amber only the very best in her future endeavors.
PS
Puga S.
Jan 19, 2026
An expert with 3PL Transportation Services Brokerage experience is needed
Did a good job,, would hire again & would recommend to others also.
AB
Andrew B.
Jan 14, 2026
FedEx Drop Ship EXPERT and I do mean EXPERT -- $300
Excellent work
About Amber
Freight Broker & Creative Consultant | Bilingual (EN/ES)
85%
Job Success
Hessmer, United States - 11:15 pm local time
I specialize in end-to-end transportation coordination, from quoting and carrier sourcing to tracking, communication, and delivery follow-through. My focus is simple: keep freight moving, costs controlled, and clients informed so you can stay focused on running your business.
What I bring to the table:
Freight brokerage & load management
Carrier sourcing and vetting
Shipment tracking & proactive communication
Problem resolution before it becomes a fire drill
Support for manufacturers, distributors, and small regional businesses
Bilingual communication (EN/ES) with shippers, carriers, and vendors
In addition to logistics, I also offer creative and visual support for businesses that need it: such as simple artwork, branding visuals, or content support; making me a solid partner for entrepreneurs who prefer fewer vendors and clearer communication.
I’m known for being organized, responsive, and no-nonsense. I don’t overpromise, I don’t disappear, and I treat your freight like it matters; because it does.
If you’re looking for someone reliable, bilingual, and detail-oriented who understands both operations and presentation, I'd love to set up a meeting!
Steps for completing your project
After purchasing the project, send requirements so Amber can start the project.
Delivery time starts when Amber receives requirements from you.
Amber works on your project following the steps below.
Revisions may occur after the delivery date.
Form & Workflow Creation
I design your custom intake form and outline the onboarding workflow based on best practices.
Review & Revisions
You review the draft and request revisions (if included in your package).