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The intake form is usually the first direct interaction someone has when dealing with businesses that offer services and typically includes concerns about the customers and the requirements they have. If you're a manager in a company, this form can help you in the following ways:

Think about whether a prospective customer is the right choice for your business.

We need your help to design the plan for future customers

The plan should be for your first session or regular sessions with your clients.

Save time by automatizing one or two of your clients' workflows

Choosing the best format for an intake form could need some testing and. Below are a few suggestions and examples to help in getting the task accomplished faster.

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