You got a new client? Let’s pause and celebrate for a second!
Ok, now let’s make sure you’re starting off on the right foot.
This form is going to help you get all the info you need to start building a true relationship. Everything from communication preferences to hobbies outside of work. You can customize it to fit your business and get the information you know you’ll need. And your client will be impressed with your proactive way of doing business! Win-win!
Start using this template and you’ll look like you’ve been around the block a few times, (even if you haven’t).
I am not a lawyer. The materials available at this web site are for informational purposes only and not for the purpose of providing legal advice. Readers of this website should contact their attorney to obtain advice with respect to any particular legal matter. Information on this website may not constitute the most up-to-date legal or other information. Only your individual attorney can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation.
Digital files are eligible for one download, download links expire after 7-days.
I am not a lawyer. The materials available at this web site are for informational purposes only and not for the purpose of providing legal advice. Readers of this website should contact their attorney to obtain advice with respect to any particular legal matter. Information on this website may not constitute the most up-to-date legal or other information. Only your individual attorney can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation.
Digital files are eligible for one download, download links expire after 7-days.
I am not a lawyer. The materials available at this web site are for informational purposes only and not for the purpose of providing legal advice. Readers of this website should contact their attorney to obtain advice with respect to any particular legal matter. Information on this website may not constitute the most up-to-date legal or other information. Only your individual attorney can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation.
Digital files are eligible for one download, download links expire after 7-days.
I am not a lawyer. The materials available at this web site are for informational purposes only and not for the purpose of providing legal advice. Readers of this website should contact their attorney to obtain advice with respect to any particular legal matter. Information on this website may not constitute the most up-to-date legal or other information. Only your individual attorney can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation.
Digital files are eligible for one download, download links expire after 7-days.
New Client Intake Form
$5.00
$5.00Add to cart
You got a new client? Let’s pause and celebrate for a second!Ok, now let’s make sure you’re starting off on the right foot.
This form is going to help you get all the info you need to start building a true relationship. Everything from communication preferences to hobbies outside of work. You can customize it to fit your business and get the information you know you’ll need. And your client will be impressed with your proactive way of doing business! Win-win!
Start using this template and you’ll look like you’ve been around the block a few times, (even if you haven’t).
Related products
Postmortem Client Discussion
$5.00 Add to cartVA Business Policies
$10.00 Add to cartVA Client Welcome Kit
$10.00 Add to cartRFP Response Template
$10.00 Add to cart