Using a Client Intake Form Template to Save You Time, Gain Clarity and Set Expectations

A client intake form is a document that outlines your expectations and the boundaries you have with each client. It’s also a great way to help you create clarity in how you work with clients, so it helps set clear expectations and boundaries for both of you. This article, it’ll walk you through how to create an effective client intake form template.

What are client intake forms?

Client intake forms are a document for you to collect information about your clients. They help you to get a better understanding of what your client’s needs are, how they want to be treated and what their expectations are so that you can establish a relationship with them. In addition, it helps you to set expectations while working with a new client.

Why do you need a client intake form?

A client intake form is a useful tool that can help you get to know your clients better. You can use it to set expectations and boundaries and identify your ideal client. The client intake form will help you improve the quality of your client discovery sessions by giving you a chance to understand what their goals are and how they might be able to help each other.

Finally, if you’re looking for referral partners, this form will give them something concrete they can take with them when they leave the meeting—and possibly even share with others in their network.

Set client expectations and boundaries

The first step in the process of setting client expectations is to make sure you know what they are. You may be familiar with your own, but if not, ask them. Make sure your client understands what they’re paying for and how long it will take. If there’s anything unclear or not clearly communicated during this initial conversation, it’s best to address it now than later on down the line.

This section should also include information about any possible limitations or restrictions to your services. Clarify whether there are any additional costs associated with using your service beyond those standard fees charged by most professionals. Additionally, if at all possible, provide a brief overview of your qualifications and experience so that prospective clients know what sets you apart from other potential providers in their area—and why they should choose you over them.

Identify your ideal client

Once you’ve identified your ideal client, you can build a business model that works for them. You can also use this information to shape the way you communicate with them and encourage them to work with you as you provide them essential services.

Create referral partners

Referral partners are people who can refer you to clients. They’re also your best source of new business, especially in the beginning stages when you don’t have a reputation yet. As a general rule of thumb, it’s best to focus on building strong relationships with only five to ten referral partners before expanding your network.

Why referral partners?

You need a team that can help you generate client leads and referrals. If you’re working alone, doing all this yourself can be difficult—so building up your network is essential for success. Your referral partners will be able to give valuable advice and point out any gaps in your services, which is particularly important for healthcare providers. They’ll also keep track of their networks so they know which clients may benefit from what you offer. Most successful business owners spend a lot of their time networking with others instead of doing work.


Creating a client intake form will help you better understand your clients, their goals, and how you can help them. It will also allow your clients to ask questions about you and your services so they feel more comfortable working with you. This will ultimately lead to better results for everyone involved.

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