Intake Form Questions for Service Providers #199


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Intake Form Questions Service Providers can use with Potential Clients

What intake form questions should service providers ask prospects before a discovery call?

Don’t underestimate the power of asking the right questions upfront! This little form is the gateway to vetting your prospects, ensuring that your time and theirs are well spent. 

We’ve got an all-star lineup of Workgroup members, biz friends, and service providers sharing their favorite (or out-of-the-box) intake form questions and strategies.

But why are intake forms so important? They’re not just about gathering information. It’s an opportunity to set yourself apart in a sea of virtual assistants and position yourself as the expert even before the discovery call.

Listen in to learn more about

  • How to tailor your intake form to different types of clients
  • Insider tips for uncovering client pain points and objectives
  • Infusing your personality and brand voice into your forms
  • Building equal power dynamics from the get-go

Get ready to take notes because you’ll walk away armed with tons of ideas to elevate and streamline your client intake process.

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Already doing the work and have clients? But need more clients and a better referral network? This is your chance to get in with a tight-knit freelancer community and be a part of the behind-the-scenes conversations, encouragement, and troubleshooting that we all need when we’re working solo. We also have advanced trainings, networking opportunities, and job leads. Apply here for my Digital Marketer’s Workgroup


Service Providers Featured in this episode:

Brittany Gardner: Web Design, SEO, & Strategy, 

Jordan Gill: CEO of Systems Saved Me®, 

Jessica Brooks: UX Sales Page Strategist, 

Kristin Lawton, Marketing Mixologist & owner of The District Brand Bar, 

Cheryl Rerick: Email Marketing Strategist, 

Stacy Covitz: Meta Ads Strategist, 

Frenchie Ferenczi: Business & Revenue Strategist, 

Ashleigh Chanel: CEO of Make Your Mark Digital Marketing Agency, 

Brenna McGowan: Launch Strategist, Copywriting Pro, PreLaunch Expert, 

Justin Blackman: Brand Voice Expert at Pretty Fly Copy, 

Amanda Jensen: Websites & Creative Tech Solutions, 

Ange Quinn: Business Consultant & Operations Expert, 

Sage Polaris: Copywriter & Launch Strategist, 

Kim Kiel: Copywriter & Copy Coach, 

Jen Liddy: Copy, Messaging, & Content Strategist, 

Natalie Gingrich: CEO of The Ops Authority, 

Kris Ward: Team Building & Systems Strategist,

Related Content about Client Intake & Discovery Calls:

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Emily Reagan is a jill-of-all trades when it comes to digital marketing and techie skills. She’s worked as a behind-the-scenes digital media implementor and virtual assistant for a decade for online biz owner clients.

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