Client Intake Form


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



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.