Finding and Keeping Clients

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Old 01-29-2011
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Default What kind of info do you put in your client intake form?
Apart from contact information, what sort of information do you use on your new client intake forms?
Thanks, Barbara.
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Old 01-29-2011
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Default Re: What kind of info do you put in your client intake form?
Hi Barbara, there are some great examples of client intake forms in the Document Library - might help give you some good ideas!
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