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A good intake form should include as much detail as possible without being too invasive.
A Comprehensive Guide to Create The Perfect Client Intake Form (My Template & 35 Questions)1
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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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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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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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