How to create a client intake form

What goes on a client intake form?

A client intake form is a type of questionnaire that you share with your clients at the start of your working relationship. The questions you ask allow you to gather the information you require from your clients in order to: Understand whether the client is the right fit for you.

What makes a good intake form?

The Intake Process

A nice intake form should be brief and easy to fill out. Before they file the form, speak with them on the phone, and explain how you’ll run the first meeting. If multiple people will be involved in these tasks, give them the formal process, and make sure everyone is on the same page.

How do you create an intake process?

Defining the Intake Process

Step 1: Receive information about the type of project including its end goal, budget and deadline. Step 2: Create a task sequence that will take the process to completion. Step 3: Assign tasks to teams or team members. Step 4: Field questions and clarify details.

What is client intake?

A client intake process is a chance for you to introduce your client into your business and get everything you need to be successful on their project. Your client intake process should include everything you will do once you begin communicating with that person. This includes email, phone calls, and in-person meetings.