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An intake form is often the first direct interaction someone has with a service business and typically includes questions about the customer and what they require. As a proprietor of the business, filling out an intake form can help you:

Determine if a customer will be an ideal fit for your business

We can help you write a proposition for potential clients

Plan for the initial or regular meetings with your clients.

Save time by automating some of your client workflows

The right way to format the intake form can require some trial and error. Below are some tips and examples that will help you get quicker to your goal.