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Intake forms are typically the first contact a client has with a service business that usually asks questions about the client and what they require. If you are a business owner, this form can become a valuable tool for:

Find out if a potential customer could work well to your business

We'll assist you in writing an outline for your potential client

Plan for the initial or ongoing meeting with your clients.

Make time savings by automating a couple of the processes for your customers

How to properly format the intake form could necessitate some tests and trials. Below are some ideas as well as examples to help you get closer to your goal.

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