Get Marc Client Intake Form - Congregate Meals

Create a client intake form using Google Forms. In Google Forms, click the plus sign. Click the “Untitled form” header box. Enter a name and description for the form. Click the Untitled Question box. Type “What is your name?” Click the dropdown menu to choose the type of answer field.

Questions to include in your new client intake form Your client's name, surname, and contact information (mobile number, email address, home address, website, etc) Information about your client's business and brand (if applicable) Your client's budget (if applicable)

An intake form is a document used to gather important information from clients, customers, or patients when they first interact with a service or organization. It typically includes basic details like contact information, purpose of seeking services, and other relevant data.

That said, there are some good basics you should request on any intake form, such as: Their contact information (client's business name, address, point of contact, email address, phone number, etc.). Links to their website and any social media platforms. Their current marketing strategies.

Client Intake Form This foundational form aims to gather demographic info like the client's address, phone number, and email. Some other questions would be, ” Has your doctor diagnosed you with the (blank) condition?” and such questions.

At minimum, the intake process should be an exchange of all the information both parties need to start working together. You should gather your client's contact details, emergency contacts, mental health history, presenting concerns, and insurance information.

One of the most important elements to ask for on your project intake form is your potential client's contact information. Some details you may ask for include the client's full name, the organization they represent, their phone number, email address and preferred communication method.