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An intake form is often the first interaction that a customer can contact a company offering services. The form typically inquires regarding the client and their demands. If you're a business manager, this form could help:

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

We are able to assist you with writing a proposition for potential clients

The plan should be for the first or a regular session with clients

Save time by automating just a couple of the processes for your customers

Selecting the most appropriate format for the intake form can require some trial and error. Here are some ideas and examples to get you closer to achieving your goals faster.

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