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Just customize the form to gather the right information from your clients, share it with a link, or embed it in your website — then watch as the responses are automatically synced to your other accounts, such as google drive. Client name (last, first, mi): Consultants can then customize their approach for every client. Type of contact face to face online telephone 2.
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These forms help consultants fully understand their clients and the problems they’re trying to solve. Understand if the client is. Intake forms are crucial for consultants who help with business strategy, marketing, technology consulting, and more. Web included on this page, you’ll find a legal client intake form, a tax client intake form, a patient intake form, a real estate client intake form, a marketing client intake form, and more.