A new client intake form is a document that is used by a company to provide information about a new client or customer. Just add your logo, tweak the form to fit your customer service process, and customize your fields to match your preferred customer service metrics. You can collect personal information regarding the new client, such as their name, address, type of services they may need and so forth. When creating the new client intake form, information can be collected in several ways, such as by asking the client to fill out the form and submit it to the company, or the information can be collected via an interview conducted by a representative of the company.
Use the free New Client Intake Form to collect any information you need from your clients — whiten a customer’s teeth before her wedding, check in on a client’s progress in rehab, get feedback on a new hair-cutting technique, or collect a customer’s contact information to provide services in the future. And if you’d like to improve your customer service, reach your clients beyond your four walls, or just make it easier for your clients to provide feedback, consider adding a free New Client Intake Form to your website today!