Client Intake Form Survey
About this template
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.
