Height’s client intake template lets you ask every prospective client essential qualifying questions in one central spot, and gives you a streamlined way to move clients through every step of the intake funnel.

Here’s how:

• Easily start vetting your new clients with a simple task form, fully customizable to meet your needs
• Stay highly organized with a Kanban board that’ll give you visibility into where each prospect is in the vetting process
• Discuss new clients and whether they’re a good fit with all key players on your team in one location with in-task chat

What is a client intake form?

A client intake form collects the most important information about your potential new clients upfront. This form saves you valuable time as you work to qualify, or determine the value and potential of, your leads and prospects.

Once a prospect submits your client intake form, you’ll begin to move them through the intake funnel. Staying organized is essential when you’re vetting multiple leads, each in a different stage of the funnel. Once you collect all the essential information about a client throughout the funnel, you can make a better decision about whether this is a good-fit lead that you’ll move forward with in the onboarding process.

There are lots of different ways to create client intake forms, but the process is seamless in Height for a few reasons:

1. Whenever a prospect submits your new client intake form, a task is created for you with all the key details from the form included. That task acts as one source of truth for your potential client throughout the entire intake and vetting funnel.

2. You can also review each potential client with your team right within the task, getting everyone’s point of view in one location.

3. Finally, as you successfully move prospective clients through your funnel, you can ensure that none of their information is lost by adding the original client intake task to their individual client list.

Why is using a client intake form important?

There are two main benefits to using a client intake form: saving time by focusing on clients that are a good fit for your business and showcasing your professionalism.

Disqualifying clients that don’t fit well within your business model, services, or current client roster saves time by avoiding unnecessary conversations and blockers. Sometimes, clients think they’re ready to invest in a service like social media marketing or custom branding, but when asked to give some background and details, it’s clear they’re not. Other times, clients are scoping out a project that is simply outside of your team's capacity or not a good fit for your expertise. These are just a few examples of the red flags that you could easily miss if you don’t take the time to properly qualify your prospect with an intake form.

Having a client intake form also ensures you show clients that you're attentive listeners to their needs. For a client, the experience of working with a service provider who is aware of their needs and insync with their train of thought instills piece of mind. They’ll feel confident in your organization right off the bat. And for you, you’ll be able to spend less time going back and forth trying to figure out key details, and keep actual discovery calls and conversations focused on more substantial details instead of surface-level information.

Who is this client intake template for?

This client intake template is meant to help agencies, freelancers, and other service providers stay organized and save time throughout the client intake process. The template will work for teams of any size, so whether you’re running a business solo or you have multiple teams, you’ll be able to start vetting your clients more effectively with Height.

Lots of different service or client-based businesses will benefit from a client intake template, including law and accounting firms, digital agencies, sales and development teams, real estate professionals, and interior design services. As long as you work with clients and need to qualify them before getting started, a client intake template makes finding the right partnerships seamless.

How do I start qualifying clients effectively in Height?

A client intake form makes it easier to qualify your prospects and ensure you’re only working with clients that are a good fit for you. But you’ll also need a way to stay organized once a client submits your intake form (and Height will help you do it). Here are the three steps to start seamlessly receiving, evaluating, and qualifying new client requests using Height’s client intake template:

1. Start the qualifying process by having new clients submit a customized form.

To start qualifying your leads, you need to create a client intake form. This template lets you receive new client requests in a streamlined, organized way with Height’s Task Forms. The form has questions about the client’s business, what they’re looking for, and who’ll be your point of contact. You’ll be able to add the form link to your website, social media profiles, email signature, and more, and whenever a new client submits the form, a task will be created for you in Height with all of the details pre-filled. Having this task form makes it seamless for even those brand new to a client intake process to look professional — and as you figure out what specifics you like to collect during the intake process, you can fully customize the form to meet your needs.

2. Collect key information and discuss with your team without spending hours on client-qualifying administrative work.

Qualifying your prospective clients without any sort of standardized process takes a ton of time. With Height’s client intake template, you’ll be able to move forward without being bogged down in hours of back and forth after each new client request. When you’re receiving client requests and inquiries in multiple spots, like on LinkedIn, via email, and more, it’s hard to centralize all pending requests in one place. Height’s client intake form gives you one source of truth for housing new client requests and makes it easier for you to stay organized. Even better, you’ll standardize what information you’re receiving from clients so you can actually evaluate whether they’re a good fit without going back and forth for basic details. You can also discuss and make decisions with your team members (with full context ready to view) using Height’s chat feature right within each new client request task.

3. Stay organized throughout the entire intake funnel and keep your team in the loop.

Often, you’ll be following up with multiple potential clients at once, each in different stages of the funnel. Without a system in place, it’s tricky to remember who you should contact, which clients have already been contacted and what those conversations were like, who on your team is managing each prospect, and more. You don’t want to let strong potential partnerships slip through the cracks because you took too long to follow up or spent time on leads that aren’t actually a good fit. With Height’s client intake template, you’ll have an organized visual layout with a Kanban Board — this has different stages of the intake process ready to go, so your whole team can see what’s going on and which clients need action items followed up on and when.

How do I get started with the client intake template?

Getting started is easy — all you have to do is click “Try in Height.”

If you already have a Height account, you’ll be all set and ready to start customizing your new workflow. If not, welcome! Creating a Height account is free, quick, and easy. You’ll be good to go in just a minute.