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An intake form is often the very first contact a person is able to have with a business offering services that typically asks questions regarding the client and their needs. If you are a company owner, this intake form could help:

Determine if a customer will be an ideal choice for your business.

We can help you write a proposition for potential clients

Plan for the initial or regular meeting with clients

Make time savings by automating a few of the workflows for your clients

Choosing the best format for the intake form can require some trial and error. Below are some suggestions and examples to get you closer to the goal faster.