Client Intake Form

Client Intake Form

Client intake form is part of the onboarding process after the work agreement contract is signed and invoice is paid
Name

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Business Details
General Information
Communication

Communication is pivotal to a successful working relationship
How often do you like to get work updates and reports?
How do you prefer to be contacted? Please rank options from most preferred to least preferred choice.
If you are a retainer client, are you willing to do weekly 1-on-1 meetings to check-in, brainstorm, strategize, etc. about upcoming business endeavors?
What are your 'available hours' and days to be contacted?
Systems and Software

This section is about which tools that you utilize for your business.
Project management, planning and tracking
CRM (customer relationship management)/contact management
Tech tools for vid/photo editing, file compressing/transfer, etc.
Documentation/Data Entry/Word Processing
File/Database Storage
Content creation/Writing
Communication (internal & customer facing)
Sócial Media & Content Creation tools
Accounting/Bookeeping
Any other tools or software that you use in your business
Should be Empty:

Business Details