10+ Intake Form Examples [ Client, Project, Patient ]

As a service provider, you understand the value of your time.
You’re surely aware of how many distractions are waiting to divert your attention away from your client’s work. If you really want to serve as many customers as possible and serve them well, you can’t afford to waste any of your time. The first place to look for these time-suckers is your client’s onboarding process. You’re probably wasting a lot of time communicating with customers inefficiently before you’ve even started working on the project.

To save yourself the hassle of having to wrangle vital information, know how to create a client intake form. The following can give you a sample and idea to make your life easier.

10+ Intake Form Examples

1. Service Intake Form Template

2. Real Estate Customer Intake Form Template

3. Coronavirus COVID-19 Bankruptcy Intake Form Template

4. Psychotherapy Intake Form

5. Facility Permit Plan Intake Form

6. Client Intake Form

7. Digital Marketing Client Intake Form

8. Patient Intake Form

9. Medical History Intake Form

10. Initial Intake Form

11. Kindergarten Intake Form

What Is an Intake Form?

A client intake form is a questionnaire you provide to your clients at the beginning of your working relationship. Since this is your best opportunity to ask questions regarding your project, make sure to gather the right and precise information. With the data collected, you can focus your efforts in a specific direction, which allows you to improve your work. Also, you can see if the client demand matches what you do. 

How To Create an Intake Form?

Is your company known for providing high-quality services to customers? Do you consider your client onboarding process to be effective? Here’s everything you need to know about how to create client intake forms for your service-based business:

Step 1: Choose Your Intake Form Tool 

When talking about tools, there are several of them that you can use. However, make sure to opt for the easy, cost-effective, and integrates with your other business software. Feel free to search on Google or other sources where you can get intake sample templates. As such, it will be easy for you to take note of your client’s information. 

Step 2: Know When You Need It 

Do you know that the client intake form is helpful in two situations? Yes, there are two forms that you need to figure out if you need one or both before you do anything else. To give you a clear idea of such, take time to read the following. 

• Prospecting 

It’s not unusual to spend a significant amount of time emailing back and forth to learn more about a prospect’s needs and goals. Alternatively, you will waste too much time on a discovery call with someone who isn’t a good fit. In this situation, a client intake form is beneficial because it allows you to collect information quickly that will help you qualify a lead. 

• Client Onboarding 

In most cases, the details you collect during prospecting will suffice. However, for other firms, another intake form is needed. It’s to dig deeper into your client’s goals and needs while getting required materials from them before you begin your work. It is necessary for people selling pricey services that take time to deliver in full, such as business consultants and a web designer. 

Step 3: Don’t Forget To Ask the Right Questions 

Either you are making one or two forms, you should decide which questions to ask on your client intake forms. But, this will vary depending on the type of service you offer. It could be an appointment-only service or a project-based service. 

Step 4: Share the Form To Your Clients 

Lastly, determine how you can get the client intake form into the hands of prospects and customers. There are several alternatives available: 

• Make a customer intake form out of your contact form.
• Insert the questions into your calendar or meeting planner.
• Add a hyperlink to your email signature.

FAQs:

Before you adopt a new form for your business, make sure that it suits your own needs and requirements. Don’t forget to use the intake form templates and tips above. Those can help you make the best that you can for your company and customer.