Client Intake Form

Description

The phone rings, you pick it up, and suddenly your mind goes blank.  Not the way to win clients.

We’ve developed this phone intake form to help you focus on getting all the essential information you need to identify potential clients’ needs in the shortest possible time.

It’s structured to allow you to cover all the basics methodically (including obtaining information about your new client), and to remind you to tell clients about important stuff like your address, health fund rebates, access issues and the next steps (e.g. pre-assessment questionnaires, etc).