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Intake Forms- DC

Intake Forms- DC

$45.00Price
Get your documents created for you. Custom with your business information on them.
You will receive a digital copy by email and a hard copy in the mail. 
 
DC- Document Creating
 

  • What is an Intake Form?

    An intake form is a form that is precise, responsive, and specific. It helps you to know the details that you need to run a project.

  • Why are Intake Forms important?

    An intake form helps service providers streamline the client onboarding process and easily gather information from new clients. This questionnaire is a way for you to get to know your clients in the early stages of your relationship with them.

  • <NEXT STEPS>

    Once you have picked the documents you want created you will:

    1. PURCHASE YOUR DOCUMENTS: Add them to your CART in the website and make your purchase.
    2. CHECK YOUR EMAIL! You will receive an email with links provided asking for details about you and your business for the agreement.
    3. GIVE US SOME INFO: Complete info needed in each link if purchasing more than one ducument. 
    4. TURN AROUND TIMES: You will receive your digital documents within 3-5 Business Days. Hard copies times vary and are based on times of the year and postal conditions. (7-10 Days Est.)
    5. QUESTIONS? Contact our office 704-817-8021

  • DIGITAL LINK / UPGRADE ( Commercial Use )

    Need all your submissions in one place, get a CRM Account! We will create a digital version of your document so others can provide the same form via google/survey heart link. 

    See all your clients submissions in one place! Add link to emails and text messages for quicker responses. 

    * Will need to provide email for Survey Heart  / Or have a Google account for Google Form 

    Google Form: Great if data is important and seeing the statistics. 

    Surveyheart: Awesome if have lots of forms for clients and need to access info all in one place.

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