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> Client Intake Checklist
Client Intake Checklist
Client Information
Collect client full name
Obtain contact information (phone number, email address)
Record date of birth
Note preferred communication method
Business Information (if applicable)
Gather business name
Collect business address
Obtain business phone number and email
Identify the nature of the business
Project Details
Define the scope of services required
Establish project timelines and deadlines
Discuss budget and payment structure
Identify key stakeholders involved
Goals and Objectives
Determine client goals for the project
Discuss specific outcomes desired
Identify any challenges or concerns
Establish metrics for success
Legal and Compliance
Review necessary contracts and agreements
Collect required identification documents
Discuss confidentiality and non-disclosure agreements
Ensure compliance with relevant regulations
Next Steps
Schedule follow-up meetings or calls
Provide clients with an overview of the process
Assign a point of contact for future communications
Thank the client for their trust and partnership
Feel free to modify any sections or items to better fit your specific needs!
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