When you sign on a customer, understanding their needs and expectations is critical. That’s why most service-based businesses—whether marketing agencies, law firms, or consulting corporations—go through an onboarding period at the start of the client relationship to get on the same page and set goals together.
The client intake form is an essential tool for onboarding new clients. It allows you to collect information about your customers’ needs and wants in an organized, reliable way. And if you sync your form with a customer relationship management (CRM) system like Airtable, you can integrate the client intake data with the rest of your customer success information.