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Intake forms are often the very first contact an individual has with a company offering services. They typically asks questions regarding the needs of the client. If you're a business owner of the business, filling out the intake form could assist you in:

Find out if a potential customer would be an ideal choice to run your business.

We will assist you in writing a proposition for potential clients

Plan the first or subsequent meeting with customers

Save time through automating just a handful of your client's workflows

Choosing the best format for intake forms can take some trial and error. Below are some suggestions and examples to help get closer to your goal quicker.

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