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> Client Intake Checklist
Client Intake Checklist
Basic Information
Full name
Contact information (phone number, email address)
Date of birth
Preferred method of communication
Here are some additional steps you could include in the Basic Information section of your New Client Intake Checklist
Home address
Occupation or job title
Company name (if applicable)
Emergency contact name and phone number
Preferred language
How did you hear about us?
Availability for appointments (days and times)
Social media handles (if relevant)
Any relevant medical or legal documentation (if applicable)
Previous service history (if applicable)
Special accommodations or needs (if any)
Business Information (if applicable)
Business name
Business address
Type of business or industry
Business registration number
Here are some additional steps that could be included in the Business Information (if applicable) section of a New Client Intake Checklist
Business phone number
Business email address
Website URL (if applicable)
Date of establishment or incorporation
Number of employees
Business structure (e.g., sole proprietorship, partnership, corporation, LLC)
Tax identification number (TIN or EIN)
Description of products or services offered
Key contacts (e.g., owner, manager, accountant)
Business licenses and permits held
Annual revenue or financial overview
Business banking information (if necessary for services)
Insurance details (e.g., liability, property)
Industry certifications or accreditations
Relevant business affiliations or memberships (e.g., chambers of commerce)
Services Required
Description of services needed
Specific goals or objectives
Timeline for services
Budget or financial constraints
Background Information
How did you hear about us?
Previous experience with similar services
Any specific concerns or issues to address
Relevant documents or files to provide
Consent and Agreement
Client agreement to terms and conditions
Signature or digital consent
Date of agreement
Follow-Up Actions
Schedule initial consultation
Assign client to appropriate team member
Send welcome email or packet
Set reminders for follow-up communication
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