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An intake form is often the first direct interaction someone is able to have with a business offering services that typically asks questions regarding the client and their needs. If you are a company owner, this intake form could help:

Decide whether a client would be a great choice for your business.

Help you create a project proposition for potential clients

Prepare for initial or recurring meeting with clients

Make time savings by automating a few of your client workflows

Choosing the best format for your intake forms can take some trial and experience and. Below are some tips and examples that will help you get quicker to your goal.