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Intake forms are often the very first contact a person encounters with a service company that typically asks questions regarding the client and their needs. If you are a proprietor of the business, filling out an intake form can help you:

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

We can help you write a proposition for potential clients

Create a plan for your initial or ongoing meeting with clients

Make time savings by automating a few of your client's workflows

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