UX consultant intake form that surfaces real product context

What is a UX consultant intake form?

A UX consultant intake form is a structured intake that gathers product overview, user types, pain points, and constraints before you propose research or design work.

Pain points

• Jumping into UX work without shared understanding of the product
• Stakeholders disagreeing on what is actually broken
• No clear constraints around timeline, tech, or regulation

How Intakly helps

• Ask stakeholders to describe the product and its users in their own words
• Capture known issues and hypotheses before research starts
• Use AI to summarize input and highlight patterns or disagreements

Who this is for

• UX Consultants
• Product Teams
• Founders

FAQ

• Can multiple stakeholders complete the intake? Yes. You can invite different roles to respond and compare their answers.
• Does this replace a product walkthrough? No. It makes the walkthrough more focused by clarifying what to pay attention to.
• Can this work for early-stage products? Yes. Even rough prototypes benefit from clear articulation of users and goals.

Details

Getting aligned before UX work begins

This use case is for UX consultants and teams who want alignment before diving into research or design. The intake form gathers stories, not just screenshots.

Instead of a vague request to “fix the UX”, you ask for concrete descriptions of who uses the product, what they are trying to do, and where things fall apart.

Example prompts to include

• In one or two sentences, how would you explain this product to a friend?
• Who are the primary user types, and what are they trying to get done?
• Where do users tend to drop off or get confused today?
• What constraints do we need to respect around tech stack, compliance, or brand?

These prompts help you see both the ambition and the reality of the current experience.

How AI Intake Forms helps

AI reads answers from different stakeholders and builds a shared picture. It surfaces areas of agreement and disagreement so you know where to dig deeper.

You can refer to this summary when prioritizing research and design work.

Key benefits

• Better alignment before you propose or start UX work
• Less time wasted clarifying basic product context
• Clearer focus on the parts of the experience that matter most

Example workflow

1. A team reaches out for UX help on a product or feature.
2. You send the UX consultant intake form to key stakeholders.
3. They describe the product, users, issues, and constraints.
4. AI summarizes the answers and points out patterns and contradictions.
5. You use this as the foundation for a research and design plan.

Call to action

Do UX work with the full story in mind. Use a UX consultant intake form in Intakly to understand the product and its users before you redesign anything.