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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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Virtual Assistant Forums | Work from Home
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New Client Best Practices
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[Question]
What kind of info do you put in your client intake form?
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01-29-2011
bzarzosa
New Member
Join Date: Dec 2010
Posts: 42
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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01-29-2011
Tess
Senior Member
Company name: Codehead, LLP
Latest blog post:
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Join Date: Apr 2007
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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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