What a Client Intake Form Is & What It Should Look Like [Template]
Every business owner has gone through the hassle of spending way too long trying to bring in a prospect — only to find out they were never a good fit in the first place. The reason? They didn’t use a client intake form.
Intake forms help you learn about potential clients in advance, so you know which ones are a great fit for your services and which ones aren’t. In this guide, you’ll learn everything you need to know to create a great client intake form.
- What is a client intake form?
- Client Intake Form Template
- How to Create a Client Intake Form
Client intake forms are preliminary paperwork potential customers fill out to determine their fit for your services. These forms ask for information about the person or their business. If their answers line up with the services you provide, you can begin onboarding. If not, they can find a service provider who is a better fit.