Logo

Intake forms are often the first interaction a customer encounters with a service company and typically includes questions about the person who is requesting services and their requirements. If you are a company owner, this intake form can help you:

Determine if a customer will be an ideal choice for your business.

Help you create a project proposition for potential clients

Plan for the initial or regular sessions with clients

Reduce time and effort by automating a portion of your client workflows

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