New Client Intake Templates

When your child shows up to their first appointment with a well-organized checklist of questions, their client will feel confident their instructions are being captured in detail

From key dates to logistical nuances, your young business owner covers every detail in one efficient meeting

It is easy to confuse one client's request for another, but when everything is captured in writing in the moment, your child will have confidence that they're doing exactly what they were asked to

Keeping old intake forms helps your kid refresh their memory before meeting their client for their next assignment. Remembering what's important to each family goes a long way in building the relationship.