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Intake forms are typically the initial contact someone has when dealing with businesses which provide services. It usually involves questions about customers and their requirements. If you're a supervisor in the company, this questionnaire will assist you with the following aspects:

You should consider whether a prospective customer is the right choice to promote your business.

We're looking for your input to design the plan for the future of our customers.

It is recommended to plan for your initial session, or ongoing sessions with clients.

Save time by automatizing some or all of your client's workflows

Selecting the most appropriate format for the intake form may require some research and. Here are some suggestions and examples for making the process easier.

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