FREE 10+ Client Intake Form Samples in PDF | MS Word

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.

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.

10+ Client Intake Form Samples

1. Returning Client Intake Form

2. Client Intake Form Confidential Information

3. Client Intake Form Slip and Fall

4. Massage Client Intake Form

5. Client Intake & Assessment Form

6. Master Gardener Client Intake Form

7. Justice Access Centre Client Intake Form

8. Client Intake & Evaluation Form

9. Business Formation Client Intake Form

10. New Client Intake Form

11. Standard Client Intake Form

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.

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 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 make a client intake form from scratch, consider downloading a PDF sample template.

FAQs

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.