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Simple &Straightforward
I found that the best intake forms are straightforward, to-the-point, and provide enough space for people to write detailed responses.
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First Touchpoint
The intake form is the first touchpoint that a client will have with your business. And it doesn’t matter if you are a freelancer, consultant, or running an agency—this form is crucial for setting up expectations and outlining the future steps.
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Lifeguard for freelancers
Client intake forms are lifeguards for freelancers, reminding them not to do anything that will drown them. It ensures that there are no miscommunications and all expectations are set right before hitting that start button.
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Read The Full Blog Post
A good intake form should include as much detail as possible without being too invasive.
A Comprehensive Guide to Create The Perfect Client ...1
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The benefits of simple strategies
When providing your team with an easy way to understand strategy, you are bound to find yourself in a very pleasant situation, as people tend to understand better simple guidelines.
Therefore, keep it simple and straightforward for better results!
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