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A client intake form is a questionnaire an agency uses to essentially onboard its clients. It asks a client to provide information that can help an agency both determine whether that client is a good fit for its services and shape a strategy to address that prospect's needs, interests, and pain points.

What is a client intake form? A client intake form is a type of questionnaire that you share with your clients at the start of your working relationship. The questions you ask allow you to gather the information you require from your clients in order to: Understand whether the client is the right fit for you.

What Are Your Prices? I've read so many contrasting blog posts that encourage freelancers to wait until the client suggests a budget. What's Your Working Process? What Happens if We're Not Happy With Your Work? What Experience Do You Have? Why Do You Think We're a Good Fit? What Value Can You Bring to Our Business?

Most job interviews can be broken down into three phases: Introduction, Getting to Know You, and Closing.

Step 1: Choose a client intake form tool. Step 2: Decide when you need to use it. Step 3: Ask the right questions. Step 4: Add other elements to your form. Step 5: Share the client intake form.

Do your research. Ahead of time, do some research to find out more about the organization that's going to interview you. Self-reflect on your strengths, weaknesses, and experience. Make sure you know the logistics in advance.

Tell Me About Yourself. Why Do You Want This Job? Why Should We Hire You? What Is Your Greatest Strength? What Is Your Greatest Weakness? Why Do You Want to Leave (or Have Left) Your Job? What Are Your Salary Expectations? How Do You Handle Stress and Pressure?

Be prepared. It's no different than if you were going to a job interview for yourself. Hone in on the details. Like a detective, once you hear something promising either a surprising fact, or confirmation of your hypothesis ask follow-up questions: Transition between topics. Earn the right to continue.

Client Interview Form

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