Client Intake Form

Website Sales.

Filling Out The Client Intake Form

After your processed the payment, the next step is to send them to our intake form in Google Drive.


It will be a good idea for you to go through this form and familiarize yourself with the questions, as you can potentially use some of them to help strengthen your sales calls.


This form is all encompassing, so please let our new clients know that not all the questions will apply to them, but to fill it out as best they can.


This form must be completed before the next step can take place, so please emphasize that.


Next up, we’re going to talk about the onboarding call.

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