Why Intake Forms Are Important Prior To Your Initial Consultation With Prospects

A prospect questionnaire can be very powerful and get the potential client thinking about your future together. It also allows you both to speak on a higher level and give you the most value from your limited time together.

Sunshine: Are you doing your homework before your prospect meeting?

Crystal: Welcome to The Love of Business. I’m Crystal.

Sunshine: And I’m Sunshine. Let’s get to it.

Homework. I’ve never been one for homework, like, at all.

Crystal: That’s all right. Because the homework we’re going to talk about today, will put money straight in your bank account.

Sunshine: Awesome.

Crystal: I recommend that you create a short intake form that your prospect has to complete and submit to you, at least 24 hours before you meet with them for a consult. This will do two great things for you. Number one, it will engage the prospect in the process even before you meet with them. Meaning that they’re going to have greater buy in for your meeting. Two, is it’s going to give you some great information so that when you do meet with them, you can talk on a higher level and get more value in your limited time together.

Sunshine: What do you do if they don’t fill out the questionnaire?

Crystal: Great question. If they don’t fill out the questionnaire, then I would have you send them a friendly reminder asking them to submit or you’ll have to reschedule.

Sunshine: What’s your number one takeaway from today’s video? Leave us a comment and thanks for watching.

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Crystal Shanks

Crystal Shanks, Certified Business Coach and CEO of Run Right Business Consulting, has been coaching business owners and executives around the world to achieve optimum results since 2009. Coach Crystal teaches her clients proven strategies to build thriving businesses and careers. She has worked with thousands of businesses and executives to generate substantial revenues and maximize profits.