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Intake forms are often the very first contact a person encounters with a service company that typically asks questions regarding the person who is requesting services and their requirements. If you are a business owner, the intake form is a great tool to:

Determine if a customer would be a great choice for your business.

Help you create a project plan for your potential client

Prepare for initial or recurring meeting with your clients.

Save time by automating some of the workflows for your clients

The right way to format your intake forms may require some trial and trial and. Here are some guidelines and examples that will help you get closer to the goal faster.