Customer Intake Form
May '23 (edited) in General discussion
Customer Intake Form
I just wanted to share this intake form I designed for my business. I wanted to give others ideas if they are new or looking for an option for their intake form. I incorporated suggestions Dan has given in the course and added some based on my specific Live Scan System. By no means is this the 'standard' I am sharing this in hopes it may help someone? 2-page document. Side 1 is for the customer. The other is for In Office Only. The customer will never see this form again, however, is used to add notes to prompt conversation for a thank you card or any type of follow-up that helps staff remember that customer specifically. Feel free to use it in part, in whole, or make suggestions. Happy Business building!
8
11 comments
Public group
How to start a fingerprinting business information for those looking to be an early mover in an emerging market.
Leaderboard (30-day)
1
+22
2
+13
3
+8
4
+6
5
+5
powered by