Client Intake Template – Best Template 1

Original price was: 12.00$.Current price is: 7.99$.

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Client Intake

The client intake process is the first step in beginning a relationship with a customer and involves gathering the information needed. This is your chance to ask the client questions to learn what they need so you can start the work you hired them to do.

Not all companies have a structured onboarding process, which means they don’t have a formal client onboarding form either. Unfortunately, this method can lead to frustration for both you and the customer.

Item specifics :

  • Lifetime license for MS Word.
  • Instant Delivery & Download.
  • Easy to edit, Easy to use.
  • Template is 100% Customizable.


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