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An intake form is often the first interaction a customer is able to have with a business offering services that typically asks questions regarding the person who is requesting services and their requirements. For you as the proprietor of the business, filling out an intake form is a great tool to:

Decide whether a client will be an ideal match for your company.

Let us help you develop a project plan for your potential client

Prepare for initial or recurring sessions with clients

Make time savings by automating a few of your client workflows

Finding the right format for your intake forms may require some trial and trial and. Below are some suggestions as well as examples to help you get there faster.