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New Client Best Practices

How to help new clients get the most out of working with a virtual assistant. Welcome packets, intake and more.
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Old 01-29-2011
bzarzosa's Avatar
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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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