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Client intake form template

Client intake forms are essential tools for gathering important information about clients to ensure that businesses can provide customized services to meet their needs.

Conducting client intake forms is crucial for establishing trust, providing high-quality service, and enhancing the overall customer experience.

Client intake form survey

Example questions

Personal Information

Background Information

Goals and Objectives

1. What are your primary goals for seeking coaching/consulting services?
2. What specific outcomes do you hope to achieve from working with a coach/consultant?
3. What challenges or obstacles are you currently facing in your personal or professional life?

Availability and Logistics

1. What days and times are you typically available for coaching sessions?
2. What is your preferred mode of communication (e.g. in-person, phone, video call)?
3. Are there any specific locations you prefer for coaching sessions?

Payment Information

What is your budget for coaching/consulting services?
2. What payment methods do you prefer (e.g. credit card, bank transfer, PayPal)?

Client Intake Form Template Builder

LimeSurvey's client intake form template builder enables businesses to create customizable and comprehensive client intake forms to gather important information and provide tailored services that meet clients' needs.

  • Easy and simple to use
  • Statistics
  • Questionnaire templates
  • GDPR compliance
  • So much more…

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Best Business Questionnaires and Feedback Form Templates

Client intake form questionnaires and client intake forms, created by the LimeSurvey Community, make it easier for businesses to gather comprehensive information from clients, establish trust, and provide personalized services that meet their needs.
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