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Intake forms are often the very first contact a client is able to have with the business that provides services and usually includes questions about the client and what they require. If you are a proprietor of the company, filling in an intake form can aid you in the following ways:

Consider if the customer you are considering will make a good fit for your business

We can help you write a plan for your potential customer

Make plans for the first or regular meeting with your clients.

Save time by automating some of your client workflows

The best way to design the intake form may require an experiment and some experience. Here are some ideas and examples that will help you get to where you want to be faster.

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