Client Intake Form

$0.99

This editable, annotated Word document captures all the client’s key details in one place so you can serve them efficiently.

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Description

You’ve landed a new client! Woohoo! Now get yourself organized by capturing key details relating to the client. Not only will you serve the client more efficiently, but you’ll avoid looking like a doofus who can’t remember when to invoice…or whom…or what style guide the client uses…and so on.

This annotated, editable Word document contains all the core information categories I capture for every client – and explains why I suggest you capture those details, too.