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Intake forms are often the first interaction a customer is able to have with a business offering services and usually includes questions about the client and their needs. If you are 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 plan for your potential client

Plan for the initial or regular meeting 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 experience and. Below are some suggestions and examples to get you there faster.