# Customer intake form questions prompt: free ChatGPT template > Design the questions for a booking or intake form: only what you need to do the job, each with a field type, help text and a reason, and nothing sensitive. Source: https://learn.ynteractive.com/content/prompts/customer-intake-form-questions-prompt · Updated 2026-10-01 · Free from Stepthrough (https://learn.ynteractive.com) [SOPs and operations](https://learn.ynteractive.com/content/prompts#job-sops-and-operations) · Works in ChatGPT, Claude, Gemini and Copilot Updated October 1, 2026 · By [Robert Breen](https://learn.ynteractive.com/content/about) Use this when you're building or fixing a booking form, request form or new-customer form. Too few questions and you call every customer back; too many and people give up halfway. AI helps you think it through, but it loves to add fields "just in case," including ones you shouldn't collect at all, like full birth dates or card numbers. This prompt starts from what you actually need to do the job, keeps sensitive data out, and explains every field so you can cut the ones that don't earn their place. ## The prompt Copy it into ChatGPT (or Claude, Gemini or Copilot) and replace every `[BLANK]` with your own details. It uses the four parts from [Prompt Writing 101](https://learn.ynteractive.com/content/prompt-writing-101-role-context-task-format): Role, Context, Task and Format. Copy prompt ```text Role: You help [BUSINESS] design a short, friendly [FORM TYPE]. Context: What we need to know before the first visit or call: [MUST KNOW]. Nice to know, only if it doesn't make the form long: [NICE TO KNOW]. What happens after someone submits: [AFTER SUBMIT]. Keep the form under [MAX FIELDS] fields. Never ask for card numbers, passwords, government ID numbers or full birth dates. Task: Write the form: the fields in order, with each field's type, whether it's required, short help text, and why we need it. Then list anything you left out and why. Format: A table: Field label, Type (text, dropdown, checkbox, date, phone, email), Required (Yes or No), Help text (under 12 words), Why we ask. Then a short "left out" list and a one-line thank-you message for after submit. ``` ## Fill in the blanks **`[BUSINESS]`** Your business name and what you do. **`[FORM TYPE]`** Booking request, quote request, new client intake, service request. **`[MUST KNOW]`** What you truly can't work without, as you'd ask it on the phone. **`[NICE TO KNOW]`** Things that help but can wait for a call, such as how they heard about you. **`[AFTER SUBMIT]`** What really happens next, such as "we email a confirmation and call within one business day." **`[MAX FIELDS]`** A hard limit. Eight is plenty for most small business forms. ## Example, filled in **A made-up example** from the free lesson [Find and Use n8n Templates](https://learn.ynteractive.com/content/find-and-use-n8n-templates). Hillside Pet Grooming is the made-up groomer in the Find and Use n8n Templates lesson, where a template logs booking requests to Google Sheets and emails a confirmation that names the pet. Here the owner designs a better booking form for it. Copy example ```text Role: You help Hillside Pet Grooming design a short, friendly booking request form. Context: What we need to know before the first visit or call: owner's name, email and phone; the pet's name, breed and rough weight; the service wanted (bath, full groom, nail trim); and anything about the pet's behavior or health the groomer should know. Nice to know, only if it doesn't make the form long: preferred days, how they heard about us. What happens after someone submits: the request is saved to our Google Sheet, we email a confirmation, and we call within one business day to pick a time. Keep the form under 9 fields. Never ask for card numbers, passwords, government ID numbers or full birth dates. Task: Write the form: the fields in order, with each field's type, whether it's required, short help text, and why we need it. Then list anything you left out and why. Format: A table: Field label, Type (text, dropdown, checkbox, date, phone, email), Required (Yes or No), Help text (under 12 words), Why we ask. Then a short "left out" list and a one-line thank-you message for after submit. ``` ## What a good answer looks like - "Pet name" as its own field, since the confirmation email in the lesson uses it. - Service as a dropdown (bath, full groom, nail trim) instead of free text. - A "Anything we should know about your pet?" box with help text like "nervous with clippers, sore hip." - "How did you hear about us" in the left-out list, saved for the phone call. ## How to check it before you use it An AI draft can sound right and still say something you never told it. Use the habit from the [Reply Faster lesson](https://learn.ynteractive.com/content/chatgpt-reply-to-customer-emails): check every promise, name, date and number against what you gave it before anything goes out. - Check every promise in the thank-you message: "we'll call within one business day" is fine only if someone actually does. - Make sure field labels match your sheet's column names exactly, or your automation will put data in the wrong place. - Cut anything you won't use in the first conversation. A field nobody reads is a reason for people to quit the form. - Read the health and behavior field help text to be sure it asks for what the groomer needs, not a medical history. ## Why this prompt works Asking the AI to explain every field and list what it left out turns form design into a decision you can review instead of a list you have to trust. The privacy rule keeps [PII](https://learn.ynteractive.com/content/glossary/pii) you don't need out of your [web form](https://learn.ynteractive.com/content/glossary/web-form) and your sheet from day one. ## Practice it in the free lesson **[Find and Use n8n Templates](https://learn.ynteractive.com/content/find-and-use-n8n-templates)**: Skip the blank canvas. Find a ready-made workflow in the n8n template gallery, import it into your workspace, connect Google Sheets and Gmail, test it with a real form entry and publish it. You do every step yourself in a practice copy of n8n, and nothing touches your real accounts. [Start the free lesson](https://learn.ynteractive.com/modules/n8n-templates) Also useful: [Lovable + n8n: Build a Web App with an AI Backend](https://learn.ynteractive.com/content/lovable-n8n-web-app-ai-backend) ## Terms used here [Web form](https://learn.ynteractive.com/content/glossary/web-form) · [Personally identifiable information (PII)](https://learn.ynteractive.com/content/glossary/pii) · [Field mapping](https://learn.ynteractive.com/content/glossary/field-mapping) ## Related prompts - [Customer welcome email prompt](https://learn.ynteractive.com/content/prompts/customer-welcome-email-prompt): A ChatGPT prompt for a new-customer welcome email: what they signed up for, first steps in order, how to reach a person, and no… - [Questions to ask before you quote prompt](https://learn.ynteractive.com/content/prompts/job-scope-clarifying-questions-prompt): Turn a vague quote request into the few questions you need answered before pricing it: plain words, why each matters, and photos… - [Customer feedback survey questions prompt](https://learn.ynteractive.com/content/prompts/customer-feedback-survey-questions-prompt): A ChatGPT prompt that writes a short, neutral customer survey: up to 7 questions tied to what you need to learn, an honest… [All free prompt templates](https://learn.ynteractive.com/content/prompts) · [AI glossary](https://learn.ynteractive.com/content/glossary)