Your first impression with a new client starts before you ever meet them. Sending a professional intake form signals that you run a real business - one that takes their time and information seriously.
This bundle includes both intake questionnaires in one download - one for buyers, one for sellers. Send the right form to the right client before your first consultation and walk in already knowing who they are and what they need.
Make a copy, add your logo, and start using it today.
THIS IS FOR YOU IF:
You're collecting client information over text, email, or verbally and things keep getting missed
You want to look more professional from the very first touchpoint
You're tired of spending the first 20 minutes of every consultation asking basic questions
You want one consistent intake process for every buyer and every seller
WHAT'S INCLUDED:
Fully editable - add your logo, brand colours, and questions
Make a copy in Google and start using immediately - no account required beyond Google
Set up in under 30 minutes. Use for every client from this day forward.
All digital downloads are final sale. As your files are delivered immediately upon purchase, we are unable to offer refunds, returns, or exchanges. If you have any questions before purchasing, we're always happy to help.
Your first impression with a new client starts before you ever meet them. Sending a professional intake form signals that you run a real business - one that takes their time and information seriously.
This bundle includes both intake questionnaires in one download - one for buyers, one for sellers. Send the right form to the right client before your first consultation and walk in already knowing who they are and what they need.
Make a copy, add your logo, and start using it today.
THIS IS FOR YOU IF:
You're collecting client information over text, email, or verbally and things keep getting missed
You want to look more professional from the very first touchpoint
You're tired of spending the first 20 minutes of every consultation asking basic questions
You want one consistent intake process for every buyer and every seller
WHAT'S INCLUDED:
Fully editable - add your logo, brand colours, and questions
Make a copy in Google and start using immediately - no account required beyond Google
Set up in under 30 minutes. Use for every client from this day forward.
All digital downloads are final sale. As your files are delivered immediately upon purchase, we are unable to offer refunds, returns, or exchanges. If you have any questions before purchasing, we're always happy to help.
