How to create a client intake form for your service-based business

Does your business provide professional services to clients? Do you feel you have a robust client onboarding process? If you’re not currently using a client intake form, or if you’d like to find out how a better client intake form could help your business, here’s everything you need to know about using client intake forms for your service-based business. 

What is a client intake form?

A client intake form is a type of questionnaire that you share with your clients at the start of your working relationship. The questions you ask allow you to gather the information you require from your clients in order to:

  1. Understand whether the client is the right fit for you. Can you help them with the specific problem (or problems) they’re currently experiencing?
  2. Gather all the information you need in order to provide your service to this particular client.

Is a client intake form a must for your business? Not necessarily. But having one (and one that works well for you) can make the initial working relationship with any new client easier and more straightforward.

So, does your business need one?

client intake form

Who should use client intake forms?

If you provide any sort of service and if your business relies on working with clients or patients, you can benefit from using new client intake forms.

These might be useful for:

  • Digital agencies, including web design, marketing, SEO, copywriting, graphic design, etc.
  • Medical professionals. For example, doctors, physiotherapists, dentists, medical specialists, etc.
  • Wellness establishments, like gyms, spas, or personal trainers.
  • Alternative therapy practices. For example, aromatherapy, homeopathy, acupuncture, etc.
  • Law firms.
  • Accountants.
  • House cleaning services.
  • Renovation and interior design services.

And many many more service-based businesses!

The benefits of using a new client intake form in your business

1. Finding clients that are the right fit for your business

Asking prospective clients to fill in a form as part of your client onboarding process allows you to find the right clients for your business. But it also helps you filter out anyone who isn’t perhaps ready to start working with you yet. A prospect who is unable to provide you with certain pieces of information or needs chasing may not be ready to commit to working with you just yet, for whatever reason.

2. Providing high-quality service and showing your professionalism

The more you know about your client upfront, the less you’ll have to ask from them as your working relationship progresses. Having all the information you need right from the start allows you to serve your clients in the best possible way and provide them with great customer service. Plus, asking the right questions shows that you’ve done this before – you’re a trusted professional, and you’re experienced at what you do.

3. Saving time

If you need to rely on endless email exchanges to get the information you need from and about your client, the delivery of your project might be negatively impacted. By collecting all the details at once and in one place, you can hit the ground running as soon as you’ve reached an agreement with your new client.

4. Avoiding scope creep or too many rounds of edits

Ideally, you want your new clients to tell you what they expect and need from you before you start working with them. If that doesn’t happen, you might find yourself in an unpleasant situation where your client may ask for additional work that you hadn’t originally planned for or included in your initial quote.

Also, if you offer a service where edits and revisions may be required (like in the case of a digital agency, for example) using a new client intake form may help you keep the number of changes required under control.

5. Planning your work as accurately as possible

If you haven’t yet returned a quote or a statement of work to your prospective client, gathering all the information you need upfront allows you to plan your work accordingly. And your clients will appreciate the fact that you’re able to fully manage their expectations.

So, if you’re sold on the benefits of a new client intake form, how do you decide what you need to include in yours?

Questions to include in your new client intake form

Questions to include in your new client intake form

The exact questions you ask in your client intake form will depend on your industry and on the type of your business. If you run a medical practice or a law firm, for example, you’ll need your client’s personal and contact details. You might also need to ask some confidential or health-related information.

Or if you run a digital agency, for example, you may want to include questions around your client’s brand, their values, their mission, their aims, etc. that will allow you to better scope the project.

So let’s look at some of the information you might decide to include:

  • Your client’s name, surname, and contact details (mobile number, email address, home address, website, etc.)
  • Information about your client’s business and brand (if applicable).
  • Your client’s budget (if applicable).
  • Your client’s requirements, needs, aims, and expectations when it comes to the service you sell.
  • Information about your client’s history (if applicable). This could be access to financial records, the client’s medical history, or any background data that is important in the context of the service you offer.

When you create your form, don’t forget to also add information about your business. You’ll want to include your contact details as well as any instructions on how to complete the form and information around the next steps in the process (if applicable).

General guidelines for your new client intake form

While the questions you include in your client intake form may vary, when creating your own form, make sure that:

  • Your form is easy, short, to the point, and straightforward to fill in. Anything that is complicated or takes too long will put your prospective or new clients off. This means they’ll either delay completing the form or leave blanks. And this, in turn, may mean that the information you collect isn’t sufficient for you to provide your service.
  • Your form is user-friendly. When designing your client intake form, don’t just think about what you need. Think about the user experience too! If your form isn’t user-friendly, what kind of impression will your clients get about working with you? If at all possible, consider using a paperless, digital form to make things easier for your clients.
  • Don’t ask for information that you don’t need. Don’t over-complicate the process. Only ever ask for the information you need. If you don’t need someone’s place of birth, marital status, or salary information, for example, don’t ask! By only including questions around the data you require to do your job, you’ll also make things easier for yourself in terms of meeting any regulatory requirements (see below).
  • Always review and tweak. If you notice that the quality of the information you get back from your prospects or your new clients isn’t up to scratch, consider tweaking your questions. Just because everyone else in your industry seems to be asking a certain type of question, it doesn’t mean these are the right questions for your business or your audience. Looking at others for inspiration and guidance is great. But always adapt and change accordingly.

Beware of regulatory and compliance requirements

If you require confidential information in order to provide your services (including health records or sexual preferences, for example) always ensure you remain compliant with any applicable privacy laws or regulations. As a business, you have a responsibility towards your clients or prospective clients to process and store any data you collect safely. 

For example, whenever you collect, handle, or store data from citizens who reside in the European Union (EU) and the European Economic Area (EEA), even if your business operates outside of these areas, you need to abide by the General Data Protection Regulation (or GDPR). This relatively new piece of regulation, which came into force in May 2018, addresses the transfer of personal data outside the EU and EEA, so if your clients are based in these areas, GDPR impacts you.

This is just one of the many examples that may affect your business. So, in order to safeguard your company from any fines or negative repercussions, make sure you stay on top of any compliance or regulation requirements that exist in your industry or your area and that apply to the type of data you are collecting about your clients.

Sharing your new client information form

When it comes to sharing your client intake form with your prospective customers, broadly speaking, you can do so in one of two ways.

  1. Publicly, by sharing the form on your website.
  2. Privately, by sending the form to your prospects or new clients.

1. Using a website client intake form

Uploading your client intake form on your website may drive a higher intake. In other words, if you choose to publish your form as a standalone landing page or place it under the Contact Us page on your website, you may have more people filling it in. But will all these people end up becoming your clients? Are these contacts ready to start working with you?

Sharing the form on your website may allow you to gather more prospects and leads. However, unless you have a way of following up with these prospective clients, you may find that a lot of them may not convert.

There’s also another downside to using a public form – it may be too generic. Because it cannot be tailored to a specific client, the information you get in return may not be enough to allow you to start working with the client straight away. Plus, when your form is public and available to everyone, you may not be able to collect strictly confidential data about your client. In these cases, you may need to wait until you’ve signed a contractual agreement or statement of work that stipulates the terms of your working relationship before you can ask for the information you need to do your job. 

Sending your client intake form privately

Sharing a private form with your client, on the other hand, allows you to customise it. Plus, because the form is private, you may be able to collect more specific and detailed information about your client. This may enable you to quickly work out whether this is a viable client and allow you to get working on the project quicker.

Examples of client intake form software

Once you’ve decided to start using a client intake form or improving your existing one, it’s time to get practical. How do you create one? You can, of course, keep things simple and design your form in Microsoft Word or Canva, for example.

But if you’re looking for a digital form that you can easily share with your prospects or one that you can place on your website, using client intake form software may be the answer.

Here are some options for you to consider:

  • Typeform – ideal to create forms and surveys.
  • Formstack – an online form builder and data management system.
  • Wufoo – a free form builder owned by Survey Monkey. While it’s not specific for intake forms, it has some of the basic functionality to get you started.
  • IntakeQ. This piece of software also allows clients to book appointments directly at the back of filling in a form.
  • Lexicata – designed specifically for law firms.

Finding a new client intake form template 

If you’re looking for new client intake form templates, a quick Google search will return plenty of suitable templates. Websites like template.net have a wide range of free PDF client intake form templates that you can download for inspiration. Try searching on Google or Pinterest for questionnaires that are specific to your industry or your type of business. Depending on what you do, you could search for ‘marketing client intake form’ or ‘website design intake form’, for example, and take inspiration from what you find.

Before you start using a new form for your business, however, always make sure you adapt it to suit your own needs and requirements. Make it your own and don’t forget to follow the tips in this blog post to make it the best form it can be, both for your users and for your company.

Would you like some help in collecting information and content from your clients?

If you regularly exchange information with your clients, a new client intake form may be just the first step in the right direction. If you’re looking for a more efficient way to send and receive information and content, check out Content Snare. We can help you manage the flow of emails between your company and your clients, reduce the risk of misplacing data, and speed the whole process up for you. Sign up to our 14-days free trial and start getting content from your clients in time.

Content Snare Team

This post was written by our content team here at Content Snare.

Content Snare is a software product used by design & marketing agencies to manage the content collection and collaboration process.

It helps ditch endless email trails, massive attachments and messy Google docs. Gather content and files in one place with automated client reminders.

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