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A form for intake is usually the very first contact a person can have when dealing with businesses providing services. It typically asks questions regarding the client and their needs. If you're a business proprietor, this intake form could help:

Consider whether a potential client could be a great choice for your business.

Let us help you develop a proposition for potential clients

Prepare for initial or recurring meetings with your clients.

Make time savings by automating a few of your client workflows

Selecting the most appropriate format for the intake form can require some trial and experience and. Here are a few tips and examples that will help you get quicker to the goal you want to achieve.

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