What a Client Intake Form Is & What It Should Look Like [Template]

并非一切都应该成为。

Sometimes, you might find yourself pursuing something that doesn't materialize — no matter how badly you want it to or how hard you try.

Not every minor league baseball player makes it to the MLB. Plenty of scientists dedicate a significant portion of their careers studying a potential chemical reaction — only to find it's not actually possible.

在某些情况下，您10年级英语课的Natalie可能会说"no"when you ask her to homecoming even though you bought her flowersandgot her chocolatesand用那个画了她的车窗窗漆这比您想象的要贵and问她在一群人面前and播放那首歌“天使的嘴唇”by Hinder on a boombox while you did it.

不，并非一切都应该成为。这是一种普遍现象 - 企业并非免除。有时，客户和交易您追求的交易不会淘汰。但是，如果您可以领先该怎么办？如果有办法资格您的潜在客户so you know in advance which ones aren't the best fit for the services you offer?

好吧，一种称为a的工具client intake formcan serve that purpose. Here, you'll learn more about what that kind of document is, see what should be on the one you create, and get a template for one your business can use.

Client intake forms are used by a variety of organizations and individual contractors — spanning several industries and practices. Doctors, law firms, accountants, and virtually any other kind of company or businessperson that deals with clients can leverage these kinds of documents.

为了本文，我们将重点关注B2B机构的客户摄入量，这些代理商主要针对销售，营销或服务挑战。而且，正如任何在这些部门工作的人都可以告诉您，并非您与之互动的每个潜在客户都是可行的商机。

有些比其他人更可行，但是在您可以建立富有成效的关系的潜在客户和一个可能让您挂的人之间辨别的是说起来容易做起来难。

You can waste很多能源进行研究，电话屏幕和电子邮件推广试图追逐最终缺乏对您服务的兴趣或不需要您的服务的潜在客户。

That's where client intake forms come in. These documents can weed out potential clients who might not be a good fit, straight off the bat — saving you considerable time, effort, and resources.

Client Intake Form Template

If you're short on time and need one of these forms quickly, here's a free client intake form template from HubSpot that your business can use to screen new clients.

Download the Template Here

1.基本联系和公司信息bob全站app

You can't have a client intake form without covering the basics. Contact and company information is key for keeping records and being able to reliably reference these documents down the line.

本节应涵盖公司的名称，该公司的主要联系人，他们的首选联系bob全站app方式，其角色，公司的规模以及其他后勤基本原理，使您对所讨论的组织的外观进行了高级概述。

2. A Description of What the Client Makes or Does

Once you've covered the basics, you can start to get into the meat of the intake form. With this, you let your client describe their brand and its main products or services. This information can offer you a lot of telling insight that can help you understand whether a client is right for your agency.

Let他们告诉你他们所做的事情——从perspec听到它tive. How they describe their product or service can give you a better picture of how他们view their company identity and a clearer understanding of how you should approach your relationship with them.

它还可以帮助他们在本节中描述他们的公司价值观。bob全站app同样，让他们这样做将向您展示他们如何想象自己的业务，并可以更多地透露他们可能是哪种客户。

3. The Challenges the Client Currently Faces

这是您真正开始放置您的代理商如何最好地为该客户服务的地方。给他们一个空间来描述他们认为是组织面临的主要问题和关注的空间。

什么可能会阻止他们？他们的弱点在哪里？您的代理机构的服务与这些问题有关吗？如果是这样，您是否设备齐全，适合帮助他们应对这些挑战？

让他们告诉您他们想要什么。这也可能有助于让他们明确描述他们的感觉如何帮助他们前进。让他们阐明他们认为您的代理商可以为他们做的事情会告诉您很多有关他们的期望以及他们将是什么样的客户。

4. The Client's Goals

Like the point above, this section will tell you a lot about the place your agency can have in your potential client's future and operations. Your client's goals provide the most definitive picture of the hopes and expectations they'll bring to your professional relationship.

They can show you how viable a working partnership between your agency and their organization is. If they describe lofty, way-too-out-there ambitions that you won't be able to deliver on in this section, you'll know you have to have a frank conversation about what your agency can realistically do for them.

5. Budget Information

This might be the most important point to consider on this list. It underscores almost every other section addressed here. If a company's budget isn't sufficient, then you won't be able to do much for its challenges, goals, and vision.

It might go without saying, but clients need to be able to afford your services. If the budget they provide in this section isn't where it needs to be, you'll have to have a conversation to see if they're willing to bump that figure up.

如果他们的预算符合您的标准，则本节为您提供了您可以分配的资源来帮助客户的参考点。bob体育苹果系统下载安装它还可以帮助您设定一些界限来构架您将采用的策略来帮助组织。

6. Competitors

This section often serves as a starting point for shaping the way you serve this client. It gives you some valuable reference points for understanding how the company in question operates. With this information, you know where to look to see how companies in the potential client's space function.

You can see the strategies their competitors are employing and determine whether your agency can leverage those tactics. If you check out a potential client's competitors and see that their operations are totally foreign to your services, you might decide that their company isn't a good fit for you.

7. Room for Any Information or Questions That Might Not Have Been Covered

What else do your potential clients need you to know? Do they have any relevant information that you didn't ask for? And beyond that, is there anything else they'd like to know from you? This point can start those conversations — it's general enough to fill in any cracks that the previous sections might have left.

Create a Quality Client Intake Form

正如我所说，并非所有事情都应该成为，而且很容易浪费很多时间来追逐可能会爆炸的机会。但是，有了精心制作的客户摄入表格，您可以领先这些潜在的傻瓜，并使您的代理商尽可能平稳有效地运行。

编者注：该帖子最初于2020年11月发表，并已更新以进行全面性。