The more you know about your client upfront, the less you'll have to ask from them as your working relationship progresses.
Providing high-quality service and showing your professionalism A prospect who is unable to provide you with certain pieces of information or needs chasing may not be ready to commit to working with you just yet, for whatever reason. But it also helps you filter out anyone who isn't perhaps ready to start working with you yet. Finding clients that are the right fit for your businessĪsking prospective clients to fill in a form as part of your client onboarding process allows you to find the right clients for your business. Done right, there are a host of other benefits. When you're creating a client intake process, there's more to it than just collecting client info and relevant information. Renovation and interior design servicesĪnd many many more service-based businesses! The benefits of using a new client intake form in your business.For example, aromatherapy, homeopathy, acupuncture, etc Wellness establishments, like gyms, spas, or personal trainers.For example, doctors, physiotherapists, dentists, medical specialists, etc Digital agencies, including web design, marketing, SEO, copywriting, graphic design, etc.If you provide any sort of service and if your business relies on working with clients or patients, you can benefit from using new client intake forms. But having one (and one that works well for you) can make the initial working relationship with any new client easier and more straightforward. Is a client intake form a must for your business? Not necessarily. Gather all the information you need in order to provide your service to this particular client.Can you help them with the specific problem (or problems) they're currently experiencing? Understand whether the client is the right fit for you.The questions you ask allow you to gather the information you require from your clients in order to: What is a client intake form?Ī client intake form is a type of questionnaire that you share with your potential clients at the start of your working relationship.
Does your business provide professional services to clients? Do you feel you have a robust client onboarding process? If you're not currently using a client intake form, or if you'd like to find out how a better client intake process could help your business, here's everything you need to know.