A client intake form is a questionnaire that an agency uses primarily to onboard its clients. You ask a client to provide information that can help an agency determine if that client is suitable for its services and develop a strategy to meet the needs, interests, and problems of that potential client.
Client intake form are used by a variety of organizations and individual providers, spanning multiple industries and practices. Doctors, law firms, accountants and practically any other type of business or entrepreneur that deals with clients can operate this type of document.
For the sake of this article, we will focus on client intake forms for B2B agencies that primarily help with sales, marketing or service challenges. And as anyone who works in these industries can tell you, not all prospects you interact with are viable business opportunities.
Some are much more achievable than others, but you have to distinguish between a potential client with whom you can have a productive relationship and one who could leave you hanging, easier said than done.
You can waste a lot of energy on inquiries, phone screens, and emails trying to drive out potential customers who ultimately have no interest or need for your services.
This is where client intake forms come in. These documents can eliminate any customer essentials that may not be suitable, beats straight – it saves you considerable time, effort and resources.
1. Contact Information and Basic Information of the Company
You may not have a Customer Admission contact form without covering the basics Client Intake Form. Contact and company information is essential for future record keeping and reliable reference to these documents.
This section should cover the name of a company, the primary contact for that company, their preferred contact methods, their role, the size of the company, and other logistical fundamentals that give you a high-level overview of the organization in question.
2. An Idea of what the Client does or does
Once you’ve covered the basics of Client Intake Form, you can start to get to the heart of the matter. With this, you let your customer describe your brand and your main products or services. This information can give you a lot of insightful information that can help you understand whether a client is a good fit for your agency.
Let him tell you what he is doing, listen to him from his perspective. The way they describe your product or service can give you a better idea of how they see your business identity and a better understanding of how you should relate to them.
This can also help them describe your company values in this section. Again, asking them to do this will show you how they design their business and you will be able to gain more information on the type of customer they might be.
3. The Challenges Facing the Client Today
This is where you really start to determine how your agency can best serve this client. Give them space to describe what they think are the main problems and concerns that you have organized for them.
What could stop them? Where are your weaknesses? Are your agency’s services relevant to Client Intake Form? If so, are you well equipped and ready to help them overcome these challenges?
Let them tell you what they are looking for. It can also be helpful to ask them to explicitly describe how they think their agency can help them move forward. Letting them explain what they think your agency can do for them will tell you a lot about their expectations and what type of client they will be.
4. Client Objectives
Like the previous point, this section will tell you a lot about the place your agency may have in the future and the operations of your potential Client Intake Form. Your client’s objectives provide the most definitive picture of the hopes and expectations they will bring to your business relationship.
They can show you when a working partnership between your agency and your organization is viable. If they describe lofty ambitions that you won’t be able to achieve in this section, you know to have a frank conversation about what your agency can really do for them.
5. Budget Information
This is perhaps the most important point to consider on this list. Highlight almost every other section covered here of Client Intake Form. If a company’s budget isn’t enough, there’s not much you can do about your challenges, vision, and vision.
It may go without saying, but customers should be able to pay for your services. If the budget they provide in this section is not where it should be, you should have a conversation to see if they are willing to increase that number.
If your budget meets your standards, this section provides a reference for the resources you can allocate to help the client. It also helps you set boundaries to frame the strategy you will use to help the organization in question.
This section often serves as a starting point in determining how you are serving this Client Intake Form. It gives you some valuable benchmarks to understand how the business in question works. With this information, you will know where to look to see how companies are performing in the lead space.
You can see the strategies employed by your competitors and determine if your agency can take advantage of these tactics. If you review a potential client’s competitors and find that their operations are completely unrelated to your services, you may decide that their business is not for you.
7. Space for Information or Questions that May not have been Covered
What else do your prospects need to know? Do you have relevant information that I do not request? And beyond that, is there anything else they would like to know about you? Client Intake Form can start those conversations – it’s general enough to fill in the cracks that previous sections have left.