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Intake forms are often the first interaction a customer has with a service business that typically asks questions regarding the customer and what they require. For you as the company owner, this intake form is a great tool to:

Determine if a customer would be a great fit for your business

We can help you write a plan for your potential client

Plan for the initial or regular meetings with your clients.

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

Finding the right format for the intake form can require some trial and trial and. Below are some tips and examples to get you there faster.