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Client Intake Checklist
Client Information
Full Name
Contact Information (Phone, Email, Address)
Preferred Method of Communication
Date of Birth
Emergency Contact Information
Project Details
Description of Services Required
Project Timeline
Budget Constraints
Specific Goals and Objectives
Key Deliverables
Background Information
Previous Experience with Similar Services
Any Relevant Documentation or Files
Industry or Market Context
Competitors and Market Position
Legal and Compliance
Signed Agreement or Contract
Confidentiality Agreements
Compliance Requirements (if applicable)
Tax Information (if applicable)
Payment Information
Preferred Payment Method
Invoicing Requirements
Payment Schedule
Any Discounts or Promotions
Next Steps
Schedule Initial Meeting or Consultation
Assign Point of Contact
Set Up Project Management Tools (if applicable)
Confirm Follow-Up Actions and Timelines
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