How to create a client intake form for your small business

Want an easy way to appear more professional and weed out bad clients? Here are the basics of implementing a client intake form on your website.

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How to create a client intake form for your small business

Resources

Transcript: Hello today I am going to be talking to you guys about how to use Google Forms to set up a client intake form for your business so if you are a designer or a web developer or a graphic designer or anyone offering some type of similar service you probably have a process you use to gather information from your clients or your potential clients about their project their preferences what they are looking for from you and so on and so forth a lot of established businesses or people who really have their together have these forms embedded in their website and if you do already that's great and you probably don't need to watch this video but I am going to show you a super low thigh way to do this today if you don't have it embedded in your website or maybe you don't have a website or maybe for whatever reason you have a client who needs to fill out this form in a different way so I up until now have been using Google Forms to do this for my own business because I don't yet have a form on my website because my... See more →

Key quotes:

  • "Creating a PDF that’s editable can really come in handy in business."
  • "I’m often asked by my clients if I can make a fillable form for them."
  • "Most often, though, the clients who want a fillable PDF would like to use it in a free or paid eBook they’re offering."
  • "(Like this one.) Whatever the reason you need them, fillable PDFs are pretty popular right now."
  • "But sometimes, after chatting with my clients about their needs, I ultimately suggest that they just use a simple online form instead."
  • "(This is usually in the 1st case — when they want one for client onboarding.) PDF Escape This is a really nice, free option in the cloud."
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Transcript: Has this ever happened to you when you're filling out a form that someone else created in Word while word forms may look good if they don't behave well when you fill them out they can cause frustration on the part of the form filler and perhaps even incorrect data for you to create great forms in word first you'll need to add the developer tab on the file tab we'll choose options and then customize ribbon just click the checkbox next to the developer tab it should be the only one unchecked if it's not already added to your ribbon you won't need most of what's here we're just going to be using some of the buttons in the controls group on the insert tab I'm going to choose table and then convert text to table that gets our data in a more organized format it's a little easier to work with in a table you now we can start putting in our form fields on the Developer tab in the controls group click on the plain text control that's this one here if you choose the other text button rich text control it'll will allow foreign fillers to... See more →

Key quotes:

  • "Note that you’re probably going to get some bad leads when you first start out: Clients who don’t want to pay what your worth, who want you to do projects outside your specialty, or have no idea what they want."
  • "You help them get their project in order (and learn a ton of helpful information about their business in the process), and then you have a clear outline of work to deliver."
  • "Taking into account everything they’re looking for, write up a proposal, which is basically an outline of what the project is and how you plan to complete the work."
  • "In the proposal/contract, you’ll include information like the project timeline, payment amounts and due dates, privacy clauses, and who owns the work when it’s complete (usually the client owns it, but you’ll want to retain the ability to share it in your portfolio)."
  • "Your prices aren’t some arbitrary number — they’re appropriate to your skill level and the value of the project you’re delivering."
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Key quotes:

  • "With 123FormBuilder it’s easy to beautify your forms to match the rest of your decor, whether you need them for client intake, salon feedback, beauty consultations, scheduling treatment sessions or planning in-house events."
  • "So here are a few necessary form templates for small business owners who provide beauty treatments, men’s grooming, massage therapy, skin care, and other salon or spa services."
  • "Then simply embed it on your website or post the form link on your Facebook page, so that clients can enter their contact information and the reason for their appointment request."
  • "According to your specific needs, we store plenty of consultation forms to choose from and use within your spa or beauty salon."
  • "Certain beauty treatments or procedures are more complex than others, that’s why you need to inform clients of potential risks, complications, and possible side effects."
  • "Depending on the nature of your venue, you might want to host beauty-related events, like product sampling or free makeup sessions."
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Transcript: Hi this video is shows the steps to create an intake form in acuity and how to link that intake form to your appointment types so you go into business settings intake form questions so here is where you create a new intake form so I'm going to create a new form here and I'm gonna call this additional health questions for example so this we can put a description gathers additional information from contact prior to appointment so now the only thing we have here is the form name and a description but we don't it's not really collecting an information right now so here is where you can decide what type of information you want to you want to get from your contact and they can be in a text format where they type or it can be multiple lines of text or it can be a drop down list and you drag these types of questions to your form so I'm gonna put one here for example here is yeah let's say how old are you and this is a required field and it's a single line of text and this has been added to the form... See more →

Key quotes:

  • "It uncovers and clearly explains the essential steps to take in order to create an ideal client buyer persona — and how to use this information to generate better campaigns (and more profits) for your business."
  • "• Use some tools to conduct market research — There are various tools (many of which are available for free!) that you can use to conduct market research about your ideal client and start gathering more specific details about them (like gender, age range, occupation, online shopping habits, social media habits, etc.)."
  • "Here are the top 25 questions to ask (or use tools to find the answers for) when creating buyer personas for your ideal clients."
  • "At this point, it can helpful to: • Be mindful of whether you need to create more than one buyer persona (because you have more than one ideal client, based on the emerging trends)."
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Key quotes:

  • "This article series is written primarily for the benefit of a community of designers who got into UX to make the world a better place but don’t know how to structure a project for success."
  • "The biggest procedural challenge faced by growing professionals usually starts with learning how to intake a new project, articulate a design challenge, align a group of stakeholders, then decide what a team is going to build."
  • "There isn’t time for heartache or tears before the end of this article, so we’ll skip that part and just articulate the high-level opportunity we’re trying to solve for."
  • "If it feels like your company’s product is trying to be different things to everyone, while pleasing no one, you’ll probably find conflicted opportunity statements at its root."
  • "Like the primary objective, you’ll find there are often enormous divisions between what stakeholder groups and the design team believe about the incoming project."
  • "If invalid, this is unlikely to have any measurable impact Any Category 0 or 1 invalid assumption needs to be researched before beginning the design phase."
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