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Intake forms are often the very first contact a person has with a service business and typically includes questions about the person who is requesting services and their requirements. If you are a proprietor of the business, filling out an intake form could help:

Decide whether a client is a good choice for your business.

We can help you write a plan for your potential client

Create a plan for your initial or ongoing sessions with your clients.

Make time savings by automating a few of your client workflows

The right way to format your intake forms may require some trial and trial and. Here are some guidelines and examples to get you there faster.