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Permalink Reply by Sue L Canfield on February 20, 2010 at 4:40pm

I do have a pre-consult questionnaire I use to help me decide if the prospect is even someone I want to work with. It has all the information I'd then need once then become a client. I've attached mine for your review.

Attachments:

• pre_consult.pdf, 47 KB

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Permalink Reply by Leigh Anne Aston on February 22, 2010 at 10:20am

Thanks, Sue. You are ALWAYS such a help and inspiration.

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Permalink Reply by Marie Fitzgibbons on February 22, 2010 at 5:29pm

This is great, thanks Sue!

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Permalink Reply by Sue L Canfield on February 22, 2010 at 5:31pm

You are both very welcome!

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Permalink Reply by J (JJ Hall) on February 25, 2010 at 9:40am

Hi Leigh Anne,

Yes, I use a client intake sheet. It's a tidy way to list your services and to learn more about potential clients. Make sure to include a segment where the client can write down any questions so that when you and the client meet in person or online, you have a beginning checklist.

My intake sheet includes the name of my company, contact info, and website. It also lists my services in checklist format with a couple blank lines for other;

I ask the following: best times of day for me to contact the client; best days of the week for me to contact the client; client - name, organization, address, telephones, email addresses, and website.

When the client provides a website or company information, I perform a quickie Google search to make myself more knowledgable about the client and this is a great opening for our initial conversations.

Best wishes,

J

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