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Intake forms are often the first direct interaction someone encounters with a service company and typically includes questions about the client and their needs. As a proprietor of the business, filling out an intake form can help you:

Decide whether a client is a good match for your company.

Let us help you develop a project proposal for a potential client

Plan for the initial or regular meetings with your clients.

Reduce time and effort by automating a portion of your client workflows

Finding the right format for your intake forms may require some trial and experience and. Below are some suggestions and examples to get you quicker to your goal.