Logo

Intake forms are typically the first contact a client has with a service business that typically asks questions regarding the customer and what they need. As a business manager, this form can be a powerful instrument to:

Determine if a customer would be a great fit for your company

We will assist you in writing an outline for your prospective client

Plan for the initial or ongoing meeting with your clients.

Save time by automating just a couple of the processes for your customers

The right way to format an intake form may require some testing and trial. Here are some suggestions and examples to get you there faster.

Article was posted on here