Client intake forms help your business qualify prospects and use that information to streamline your client intake and onboarding processes. Whether you need one form for all prospects or several detailed, service-specific questionnaires, B12 sets it up for you.
Custom website forms support your firm’s goals and collect information related to sales prospecting, scheduling, feedback, client onboarding, event registration, donations, newsletter signup, and more. Forms enable service-based businesses to save time, identify the most suitable prospects, and keep details organized, especially for these industries:
B12 made it effortless for my firm to move online
B12 made it effortless for my firm to move online because it’s one platform that helps us get a lot done, and their team set it up for us.Stephen Broyles Magi Group
Intake forms gather information that helps you understand the needs of prospective clients. Client intake forms can be internal, for your own notetaking purposes, or external, which are sent out to be completed by prospects and clients. By adding these forms to your business workflows, you’re able to save time accurately qualifying leads and offer the best, most tailored service to clients.
All forms submitted through your website can be viewed in the Contact Manager, as well as contact information and your intake notes for each client.
Client intake forms and eSignatures are included in our Standard and Premium plans. There are no limits on the number of forms you can add.
Our simple, powerful platform works especially well for businesses in these industries:
Your website, invoicing, contracts, payments, and more, all in one place. Try B12 today.