Streamline your onboarding process with this user-friendly, printable Client Intake Form. The form covers essential information such as name, company, phone, address, work phone, and email, as well as service details, descriptions, and quote prices. Make your client intake process a breeze with this easy-to-use PDF file.
This printable form will help you manage new client information efficiently and effectively. By gathering all relevant details in one place, you'll save time and reduce the likelihood of miscommunications. With this comprehensive intake form, you can focus on providing exceptional service to your clients, right from the start.
You get both A4 and US Letter sized versions, meaning this Printable Client Intake Form is compatible with printers around the world. You are given pdf files in a zipped folder.
Upon purchasing, you get this Printable Client Intake Form in 8 colors. Choose your favorite, or mix, match and color code your planner to suit your own personal preferences. Colors included:
Instant digital download (nothing will be shipped).
You are given .pdf file(s). These files are NOT EDITABLE, and are made to be printed as is.
Printables on this site are for personal use only. You may not alter, redistribute, or resell them for monetary gain.
All products in this store are digital; no physical products will be shipped.
Printables on this site are for personal use only. You may not alter, redistribute, or resell them for monetary gain. You can read the full set of terms and conditions here.
Due to the range of technology now available, we are unable to provide any technical help at this time.
Most of our products are delivered to you in a ZIP file. Within this zipped file, your printables will be in .PDF format. The PDF files you receive will be non-editable, and are designed to be printed as is.
A PDF viewer is required to open, view and print the items. Most computers today come pre-loaded with Adobe Reader. If your computer does not have it installed, you can download it here for free.
It is recommended that you purchase on a computer (windows/mac), rather than a mobile device or tablet. Most mobile devices such as phones and ipads, do not allow for downloading through a link.
Unzipping a compressed file
On a laptop or PC - Save the folder to your computer. Double clicking the compressed file will work in most situations. If not, right-click and select, "Extract All. If you would then like the files on. your mobile device, you can add them to iCloud or Dropbox. Sometimes, apps on your browser may affect the download process. If this occurs, please try using a different browser.
On a mobile device – Most mobile devices will require a special app to extract the files from a compressed folder. For this reason we suggest against using these devices. If you require an app, we recommend "File explorer Free to unzip the compressed file. Using the file explorer app, you can extract the files and save onto your mobile device. Some mobile devices allow you to long press the zipped file icon and then click "Extract." without downloading a special app first.
If you can't find the file once it's downloaded, try looking in Downloads under my Computer or search the title of the file on your computer for where it could be hiding.