10+ Client Intake Form Samples

You can find establishments that provide clients and customers with all kinds of services in the world of commercial enterprises. However, there are various tools and documents vital to smooth operations for any form of business. Income spreadsheets, waterfall charts, plan checklists, budget planners, and attendance sheets are just a few examples relevant to most companies. When it comes to assessing a prospective client, that’s where you need to implement an intake form. A hair salon, real estate company, medical counseling center, and massage therapy spa are just a few examples that benefit from using client intake forms. Putting together a client intake form from scratch takes a fair bit of time and planning. And so, streamline your writing process by grabbing a downloadable PDF sample template.

1. Returning Client Intake Form

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File Format
  • PDF

Size: 404 KB

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2. Client Intake Form Confidential Information

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  • PDF

Size: 232 KB

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3. Client Intake Form Slip and Fall

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  • PDF

Size: 74 KB

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4. Massage Client Intake Form

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  • PDF

Size: 348 KB

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5. Client Intake & Assessment Form

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  • PDF

Size: 102 KB

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6. Master Gardener Client Intake Form

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  • PDF

Size: 81 KB

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7. Justice Access Centre Client Intake Form

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  • PDF

Size: 76 KB

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8. Client Intake & Evaluation Form

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  • PDF

Size: 423 KB

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9. Business Formation Client Intake Form

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  • PDF

Size: 228 KB

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10. New Client Intake Form

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  • PDF

Size: 58 KB

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11. Standard Client Intake Form

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File Format
  • MS Word

Size: 62 KB

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What Is a Client Intake Form?

There’s a wide variety of commercial businesses in this day and age. A cosmetology clinic, realtor agency, esthetician office, and personal training center are a few examples. And you need to incorporate several tools for success if you run a service-based establishment yourself. One such resource is a client intake form, which is vital before providing patrons with your services. By presenting a client intake form before providing services, you can gather different information that includes but is not limited to budget, medical history, expectations, and contact details. Drafting a custom client intake form needs significant thought and consideration. If you need to streamline your intake form’s composition, there are editable and printable templates you can download online. Additionally, we have steps down below to assist your documentation.

How to Make a Client Intake Form

1. Pick a Suitable Software Application to Draft Your Client Intake Form

Before creating a client intake form, you need to decide on a program to use on your computer. These days, we can choose from a healthy variety of word-processing software. If you prefer working on a Windows desktop, then MS Word is always a great choice with its flexibility. For Mac platforms, Apple Pages is a highly reliable application for various needs. Lastly, you can use Google Docs with a web browser and internet connection without needing installation.

2. Decide What Information Clients Should Outline in Your Intake Form

When composing a new client intake form, commit a fair amount of time to determine what content to include. Your form document needs to ask clients for all the necessary information before you can fulfill their service requests. Checkboxes, blank spaces, questions, and grid tables are writing formats you can implement for requesting such details from your clients.

3. Make Your Client Intake Form Is Easy to Read and Use

To ensure clients fill out your intake form document in a timely fashion, they need to be able to comprehend its content easily. Utilize font style, color, and size to optimize text readability. Apply a simple and concise writing style to your wording, especially for instructional text. Additionally, sleek and modern graphic design is integral to giving your client intake form a professional appeal.

4. Compose Your Client Intake Form Quickly Using a PDF Sample

Running a service-oriented business requires a great deal of work and dedication. And so, if you can’t spare enough time and attention to making a client intake form from scratch, consider downloading a PDF sample template.

FAQ

What businesses should use client intake forms?

Some good examples include law firms, interior designers, real estate agencies, fitness centers, and digital agencies.

What are the benefits of using a new client intake form?

The advantages are finding the right audience, providing good services, saving time, and planning accordingly.

What information should your client intake form request?

Your intake form should request the client’s full name, contact numbers, home address, online handles, and business information.

Whether your business offers school catering, marketing consulting, medical training, website advertising, or charity fundraising, you can determine your patrons’ needs and provide them with the best services by utilizing client intake forms. And with a PDF template, preparing a custom intake form is quick and easy.

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