Client Intake Form Survey
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Designed for business owners and freelancers, this template makes it simple to gather essential client information while staying organised as all client responses will sit in one database/place.
Key Features:
Customisable Form: I've covered all the basics but you can tailor more questions to fit your business needs and client requirements.
Easy Sharing: Send a single link to clients for quick and hassle-free responses.
Integrated Database: View, track, and manage all responses in the other tab of the Notion database.
Professional Presentation: Impress clients with a sleek, organised intake process that saves time for everyone.
Perfect for coaches, consultants, service providers, and small business owners looking to improve their workflows and enhance their client onboarding experience.
