The Intake Form Template helps you gather the prospective client information to discover if your business suits your client’s requirements. This form is for you if you’re into law and accounting firms, medical institutes, real estate, and advertising agencies and deal with clients.
How Does the Intake Form Template Work?
We’ll break down the Intake Form Template’s fields to see what information it gathers from clients.
- Date: The form records the date the form is submitted for systematic tracking of the forms over time.
- Client Name and Company: An essential field for identification of the client and their business.
- Project Overview: The form allows clients to share the project details, helping you understand the services they require from your business.
- Client Information: The form asks clients to share their names, phone numbers, and email addresses for follow-ups for future communications. Also, clients can provide their work address, designation, department, and reference details. Moreover, clients can specify whether they’re new or old clients to your business, helping you with easy identification.
- Client Questionnaire: The form provides specific fields for clients to share their business details and the type of service they want. Also, they can share whether they had any past negative experiences with this type of service and their budgeting concerts. Collecting all these details upfront lets you identify whether your service is ideal for clients and, if so, how you can provide them with better services.
- Hear About Us: Clients can share how they came to know about your business, helping you identify which marketing or promotional channels worked well.
You can use the Intake Form Template as a questionnaire to gather feedback at the start of your working relationship to outline a strategy to fit the client’s requests.
Access the Intake Form Template by signing up with WPForms to ensure alignment between client needs and offered services.
