The client intake process is the first step in starting a relationship with a client and it involves the collection of information that you need. This is your chance to ask the client quest… See more

A client intake form is a questionnaire that you share with a client at the beginning of a working relationship. With a new client intake form, you can gather the information you need fr… See more

Your relationship with a new client usually starts with the completion of a client intake form. This helps you determine if there is potential to help you form a long-lasting relationshi… See more

One great use of a client intake form is to filter out any clients who might not be a good fit. This will save you considerable effort, resources, and time. Here are the steps you s… See more