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Intake forms are typically the very first time a client has with a company offering services and typically includes questions about the customer who's asking for services and the requirements they have. If you are a company proprietor, this intake form could help:

Determine if a customer will make the perfect choice for your company.

Help you create a project proposition for potential clients

Make plans for the beginning or regular meetings with clients

Make your life easier through automation of a part of your client workflows

Finding the right format for your intake forms may require the use of trial and error and. Below are some suggestions as well as examples to assist you in achieving your goal faster.

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