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The intake form is usually the first direct interaction someone is able to have with a business offering services and typically includes questions about the customer and what they require. If you are a company owner, this intake form could help:

Decide whether a client will be an ideal choice for your business.

Let us help you develop a project proposal for a potential client

Plan for the initial or regular sessions with clients

Save time by automating some of your client workflows

Choosing the best format for the intake form can require some trial and trial and. Below are some tips and examples that will help you get there faster.