{"id":76002,"date":"2023-02-28T10:29:00","date_gmt":"2023-02-28T18:29:00","guid":{"rendered":"https:\/\/honeybook.site.strattic.io\/?p=76002"},"modified":"2025-10-16T11:28:53","modified_gmt":"2025-10-16T18:28:53","slug":"client-intake-form","status":"publish","type":"post","link":"https:\/\/www.honeybook.com\/blog\/client-intake-form","title":{"rendered":"Client intake forms for small businesses &#8211; best practices, examples, and more"},"content":{"rendered":"\n<p class=\"has-text-align-center\"><em>A client intake form is an excellent information-gathering tool for learning whether a prospective client is a good fit for your business. Knowing what they need as you begin a relationship with them will save you time, resources, and effort.<\/em><\/p>\n\n\n\n<p>Not everyone who\u2019s interested in your service becomes a feasible business opportunity. Data suggests that up to&nbsp;<a href=\"https:\/\/www.convinceandconvert.com\/digital-marketing\/effective-lead-nurturing\/\">79% of leads<\/a>&nbsp;don\u2019t translate into sales. This can happen for numerous reasons, one of which is that the prospect is simply not a good match.&nbsp;<\/p>\n\n\n\n<p>Your business may not have the ability to meet some clients\u2019 needs, and that\u2019s okay. Learning this gives you the freedom to center your attention on potential clients whose expectations you&nbsp;<em>can<\/em>&nbsp;fulfill.&nbsp;When implemented correctly, a <a class=\"wpil_keyword_link\" href=\"https:\/\/www.honeybook.com\/blog\/client-intake-form\" target=\"_blank\" rel=\"noopener\" title=\"client intake form\" data-wpil-keyword-link=\"linked\">client intake form<\/a> will provide you with valuable insights that will help you qualify leads. It will enable you to better understand your prospective clients as well as those who are ready to book and move forward with&nbsp;<a href=\"https:\/\/www.honeybook.com\/blog\/client-onboarding\">c<\/a><a href=\"https:\/\/www.honeybook.com\/blog\/client-onboarding\">l<\/a><a href=\"https:\/\/www.honeybook.com\/blog\/client-onboarding\">ient onboarding<\/a>. Below, you\u2019ll find a comprehensive guide to using this powerful tool in your favor.<\/p>\n\n\n\n<p><strong>Jump to:<\/strong>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#what-is-a-form\">What is a client intake form?<\/a><\/li>\n\n\n\n<li><a href=\"#benefits\">Who can benefit from using client intake forms?<\/a><\/li>\n\n\n\n<li><a href=\"#streamlined-process\">Advantages of a streamlined client intake process<\/a><\/li>\n\n\n\n<li><a href=\"#crafting\">Crafting a useful client intake form<\/a><\/li>\n\n\n\n<li><a href=\"#template\">Client intake form template<\/a><\/li>\n\n\n\n<li><a href=\"#best-practices\">Best practices for creating an effective client intake form<\/a><\/li>\n\n\n\n<li><a href=\"#moving-forward\">Moving forward with your own intake forms<\/a><\/li>\n<\/ul>\n\n\n\n<span id=\"what-is-a-form\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">What is a client intake form?<\/h2>\n\n\n\n<p>Getting to know your potential clients is the first step toward building a strong relationship with them. Asking the right questions will allow you to decide whether you should nurture the relationship any further.<\/p>\n\n\n\n<p>A client intake form is a tool through which you can directly ask clients what they need from you and how you can help solve their problems. It\u2019s also where you can gather any necessary&nbsp;<a href=\"https:\/\/www.honeybook.com\/blog\/client-background-questions\">background information<\/a>.<\/p>\n\n\n\n<p>Having a properly designed intake form as part of your onboarding workflow will make your life much easier and spare you many headaches in the long run. It will enable you to filter out weaker leads who may leave you hanging at the end of the day.&nbsp;<\/p>\n\n\n\n<blockquote class=\"wp-block-stackable-blockquote stk-block-blockquote stk-block stk-a1547a0 is-style-default\" data-v=\"2\" data-block-id=\"a1547a0\"><div class=\"has-text-align-left stk-block-blockquote__content stk-container stk-a1547a0-container stk-hover-parent\"><div class=\"stk-block-content stk-inner-blocks\">\n<div class=\"wp-block-stackable-icon stk-block-icon stk-block stk-01d1cc6\" data-block-id=\"01d1cc6\"><style>.stk-01d1cc6 .stk--svg-wrapper .stk--inner-svg svg:last-child{height:35px !important;width:35px !important;}.stk-01d1cc6 .stk--svg-wrapper .stk--inner-svg svg:last-child, .stk-01d1cc6 .stk--svg-wrapper .stk--inner-svg svg:last-child :is(g, path, rect, polygon, ellipse){fill:#131416 !important;}<\/style><span class=\"stk--svg-wrapper\"><div class=\"stk--inner-svg\"><svg style=\"height:0;width:0\"><defs><linearGradient id=\"linear-gradient-01d1cc6\" x1=\"0\" x2=\"100%\" y1=\"0\" y2=\"0\"><stop offset=\"0%\" style=\"stop-opacity:1;stop-color:var(--linear-gradient-01-d-1-cc-6-color-1)\"><\/stop><stop offset=\"100%\" style=\"stop-opacity:1;stop-color:var(--linear-gradient-01-d-1-cc-6-color-2)\"><\/stop><\/linearGradient><\/defs><\/svg><svg xmlns=\"https:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 50 50\" aria-hidden=\"true\" width=\"32\" height=\"32\"><path d=\"M19.8 9.3C10.5 11.8 4.6 17 2.1 24.8c2.3-3.6 5.6-5.4 9.9-5.4 3.3 0 6 1.1 8.3 3.3 2.2 2.2 3.4 5 3.4 8.3 0 3.2-1.1 5.8-3.3 8-2.2 2.2-5.1 3.2-8.7 3.2-3.7 0-6.5-1.2-8.6-3.5C1 36.3 0 33.1 0 29 0 18.3 6.5 11.2 19.6 7.9l.2 1.4zm26.4 0C36.9 11.9 31 17 28.5 24.8c2.2-3.6 5.5-5.4 9.8-5.4 3.2 0 6 1.1 8.3 3.2 2.3 2.2 3.4 4.9 3.4 8.3 0 3.1-1.1 5.8-3.3 7.9-2.2 2.2-5.1 3.3-8.6 3.3-3.7 0-6.6-1.1-8.6-3.4-2.1-2.3-3.1-5.5-3.1-9.7 0-10.7 6.6-17.8 19.7-21.1l.1 1.4z\"><\/path><\/svg><\/div><\/span><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-2638a0f\" data-block-id=\"2638a0f\"><p class=\"stk-block-text__text\"><em>HoneyBook has been a great filtration system as it asks several qualifying questions (via an intake form) before we even get on the call. With HoneyBook&#8217;s form, I am able to determine what clients are seeking, give insight on how it is to work with me, and then provide the possibility to schedule if are checkpoints have been successfully completed.<\/em> &#8211; LaKenya Kopf, Certified Tech Manager at <a href=\"https:\/\/kopfconsulting.org\">Kopf Consulting<\/a><\/p><\/div>\n<\/div><\/div><\/blockquote>\n\n\n\n<span id=\"benefits\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">Who can benefit from using client intake forms?<\/h2>\n\n\n\n<p>Anyone who provides a service to clients could benefit from using a client intake form. Some of the types of businesses that commonly turn to this tool to learn more about new or potential clients include the following:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Real estate agents: Gather a client\u2019s list of requirements for new prospective real estate transaction.<\/li>\n\n\n\n<li>Accountants: Collect information on a client\u2019s personal and business background as well as their financial goals.<\/li>\n\n\n\n<li>Photographers and videographers: Gather inspiration and examples of shots a client wants.<\/li>\n\n\n\n<li>Wellness coaches: Gather information about the client\u2019s wellness needs, their habits, and the treatments they seek.<\/li>\n\n\n\n<li>Personal trainers: Collect information on a client\u2019s current habits and future goals.<\/li>\n\n\n\n<li>Independent marketers: Gather inspiration for branding and copywriting.<\/li>\n<\/ul>\n\n\n\n<p>As illustrated above, in addition to asking standard client background questions, each business owner can also gain information specific to their client\u2019s business from the intake form.<\/p>\n\n\n\n<span id=\"crafting\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">Crafting a useful client intake form<\/h2>\n\n\n\n<p>There\u2019s no one-size-fits-all formula to creating a client intake form. The questions you ask will depend greatly on your type of business and industry. Here are some of the questions you could choose to include on your form templates:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Personal client information: details such as your client\u2019s name, home address, and mobile number<\/li>\n\n\n\n<li>Budgetary information: what your client can afford\u2014or is willing\u2014to spend on your services<\/li>\n\n\n\n<li>Service requirements: any information about what your client needs, wants, or expects from your services<\/li>\n\n\n\n<li>Background information: depending on the service you provide, could include any records that would help you perform your job better&nbsp;<\/li>\n\n\n\n<li>Brand information: when applicable, includes your client\u2019s values, mission, objectives, and more<\/li>\n\n\n\n<li>Inspiration: any references that showcase your client\u2019s vision<\/li>\n<\/ul>\n\n\n\n<p>Your client intake form will also require you to add any relevant information about your business. Don\u2019t forget to include your contact details so that your clients can reach out with any questions they might have.<\/p>\n\n\n\n<div class=\"wp-block-ugb-container ugb-container cta-pro-tip ugb-0041221 ugb-container--v2 ugb-container--design-basic ugb-main-block\"><style>.ugb-0041221-wrapper.ugb-container__wrapper{padding-top:0 !important;padding-bottom:0 !important}.ugb-0041221-wrapper > .ugb-container__side{padding-top:35px !important;padding-bottom:35px !important}@media screen and (min-width:768px){.ugb-0041221.ugb-container{padding-top:0px !important}}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-container__wrapper ugb-0041221-wrapper\"><div class=\"ugb-container__side\"><div class=\"ugb-container__content-wrapper ugb-0041221-content-wrapper\">\n<div class=\"wp-block-ugb-columns ugb-columns ugb-c9eef97 ugb-columns--design-plain ugb-columns--columns-2 ugb-main-block\"><style>.ugb-c9eef97 > .ugb-inner-block > .ugb-block-content > .ugb-columns__item{grid-template-columns:0.20fr 1.80fr !important}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-columns__item ugb-c9eef97-content-wrapper\">\n<div class=\"wp-block-ugb-column ugb-column ugb-381f79f ugb-column--design-plain ugb-main-block\"><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-column__item ugb-381f79f-column-wrapper\"><div class=\"ugb-column__content-wrapper\">\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/03\/asset-4.svg\" alt=\"\" class=\"wp-image-83436\"\/><\/figure>\n<\/div><\/div><\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-ugb-column ugb-column ugb-97eb796 ugb-column--design-plain ugb-main-block\"><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-column__item ugb-97eb796-column-wrapper\"><div class=\"ugb-column__content-wrapper\">\n<h4 class=\"wp-block-heading\"><strong>Pro tip<\/strong> <\/h4>\n\n\n\n<p>If you need to collect confidential information, make sure to abide by international <a href=\"https:\/\/unctad.org\/page\/data-protection-and-privacy-legislation-worldwide\">data protection and privacy legislation<\/a>.&nbsp;<\/p>\n<\/div><\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div><\/div><\/div>\n\n\n\n<span id=\"template\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">Client intake form template<\/h2>\n\n\n\n<p>There are numerous sites across the web that offer free client intake form templates for you to use. However, it\u2019s recommended that you build your own so that you can tailor it to your specific needs. HoneyBook forms enable small-business owners like you to create interactive intake forms. Here\u2019s a general outline you could use to model your questionnaire through HoneyBook\u2019s drag-and-drop features:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Basic Information<\/strong><\/td><td>Full Name<\/td><\/tr><tr><td><\/td><td>Company Name<\/td><\/tr><tr><td><\/td><td>Website URL<\/td><\/tr><tr><td><\/td><td>Social Profiles<\/td><\/tr><tr><td><\/td><td>Industry<\/td><\/tr><tr><td><strong>Contact Information<\/strong><\/td><td>Mobile Phone<\/td><\/tr><tr><td><\/td><td>Secondary Number<\/td><\/tr><tr><td><\/td><td>Email Address<\/td><\/tr><tr><td><\/td><td>Address<\/td><\/tr><tr><td><\/td><td>Preferred Contact Method<\/td><\/tr><tr><td><\/td><td>Preferred Contact Times<\/td><\/tr><tr><td><\/td><td>Preferred Pronouns<\/td><\/tr><tr><td><strong>Project Details<\/strong><\/td><td>Budget<\/td><\/tr><tr><td><\/td><td>Timeline<\/td><\/tr><tr><td><\/td><td>Project Goal<\/td><\/tr><tr><td><\/td><td>Previous Experience<\/td><\/tr><tr><td><\/td><td>Inspiration\/Examples<\/td><\/tr><tr><td><\/td><td>Important Documents<\/td><\/tr><tr><td><\/td><td>Login Access<\/td><\/tr><tr><td><\/td><td><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>Although not necessary, you may include&nbsp;<a href=\"https:\/\/www.honeybook.com\/blog\/creating-a-honeybook-workflow-to-seamlessly-onboard-new-clients\">onboarding questions<\/a>&nbsp;on your form. You could also add a section to fill out during a&nbsp;<a href=\"https:\/\/www.honeybook.com\/blog\/successful-client-kickoff-call\">kickoff call<\/a>&nbsp;or add a separate set of instructions prompting your clients to upload supporting files. HoneyBook\u2019s client portal allows clients to submit their files safely and effortlessly.&nbsp;<\/p>\n\n\n\n<span id=\"best-practices\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">Best practices for creating an effective client intake form<\/h2>\n\n\n\n<p>There\u2019s more to crafting a solid intake form than collecting information. You\u2019ll need to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Keep things short and to the point to ensure your potential clients will actually want to answer your questionnaire.&nbsp;<\/li>\n\n\n\n<li>Make it user-friendly to enhance the client experience.&nbsp;<\/li>\n\n\n\n<li>Use a digital form to allow your clients to fill it out whenever they have the time.&nbsp;<\/li>\n\n\n\n<li>Make it accessible and easy to read with contrasting colors and&nbsp;<a href=\"https:\/\/accessibility.uncg.edu\/getting-started-with-accessibility\/accessible-design\/\">accessible fonts<\/a>.<\/li>\n\n\n\n<li>Brand the form so it\u2019s a seamless part of the client experience.<\/li>\n\n\n\n<li>Make your form mobile-friendly to enable clients to use any device to fill it out.&nbsp;<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-ugb-container ugb-container cta-pro-tip ugb-74438f3 ugb-container--v2 ugb-container--design-basic ugb-main-block\"><style>.ugb-74438f3-wrapper.ugb-container__wrapper{padding-top:0 !important;padding-bottom:0 !important}.ugb-74438f3-wrapper > .ugb-container__side{padding-top:35px !important;padding-bottom:35px !important}@media screen and (min-width:768px){.ugb-74438f3.ugb-container{padding-top:0px !important}}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-container__wrapper ugb-74438f3-wrapper\"><div class=\"ugb-container__side\"><div class=\"ugb-container__content-wrapper ugb-74438f3-content-wrapper\">\n<div class=\"wp-block-ugb-columns ugb-columns ugb-5d2fe25 ugb-columns--design-plain ugb-columns--columns-2 ugb-main-block\"><style>.ugb-5d2fe25 > .ugb-inner-block > .ugb-block-content > .ugb-columns__item{grid-template-columns:0.20fr 1.80fr !important}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-columns__item ugb-5d2fe25-content-wrapper\">\n<div class=\"wp-block-ugb-column ugb-column ugb-35bdb73 ugb-column--design-plain ugb-main-block\"><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-column__item ugb-35bdb73-column-wrapper\"><div class=\"ugb-column__content-wrapper\">\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/03\/asset-4.svg\" alt=\"\" class=\"wp-image-83436\"\/><\/figure>\n<\/div><\/div><\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-ugb-column ugb-column ugb-aea73df ugb-column--design-plain ugb-main-block\"><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-column__item ugb-aea73df-column-wrapper\"><div class=\"ugb-column__content-wrapper\">\n<h4 class=\"wp-block-heading\"><strong>Pro tip<\/strong> <\/h4>\n\n\n\n<p>Remember, less is more. Avoid asking for information you don&#8217;t need, and stick to data that will help you perform your job better and more professionally.<\/p>\n<\/div><\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div><\/div><\/div>\n\n\n\n<span id=\"streamlined-process\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">Advantages of a streamlined client intake process<\/h2>\n\n\n\n<p>A client intake form empowers you to provide a more professional, higher-quality service that exceeds your client\u2019s expectations. You can send yours along with your&nbsp;<a href=\"https:\/\/www.honeybook.com\/blog\/introduction-email-new-client\">introduction email<\/a>&nbsp;so you\u2019re immediately gathering the information you need once you have a new client. Some other benefits of streamlining your client intake process with a questionnaire are:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Improving the client experience<\/li>\n\n\n\n<li>Saving time and resources<\/li>\n\n\n\n<li>Building trust<\/li>\n\n\n\n<li>Establishing authority<\/li>\n\n\n\n<li>Optimizing your work<\/li>\n\n\n\n<li>Avoiding <a class=\"wpil_keyword_link\" href=\"https:\/\/www.honeybook.com\/blog\/avoid-scope-creep\" target=\"_blank\" rel=\"noopener\" title=\"scope creep\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"633\">scope creep<\/a><\/li>\n<\/ul>\n\n\n\n<p>Asking the right questions on your form will let you start a new business relationship off on the right foot. Additionally, it will give you the resources you need to effectively plan for your work.<\/p>\n\n\n\n<span id=\"moving-forward\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">Moving forward with your own intake forms<\/h2>\n\n\n\n<p>Sometimes, deciding whether a prospect has the potential to turn into a fruitful business relationship can be challenging. Still, nobody wants to waste valuable resources pursuing a potential client who is, in fact, not a qualified lead. A client intake form is a reliable way to learn which clients are worth your time.<\/p>\n\n\n\n<p>To save even more time, use HoneyBook\u2019s intake form templates to build your own client intake form. For each client, you can easily personalize the template and reuse it \u2013 saving you time from having to compile different documents and questions.<\/p>\n\n\n\n<div class=\"banner banner--workflow\">\n<div class=\"banner__text-container\">\n<h2 class=\"banner__title\">Create branded, customizable files for every step in your clientflow<\/h2>\n<a class=\"banner__cta\" href=\"https:\/\/www.honeybook.com\/\">Start free trial<\/a><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>A client intake form is an excellent information-gathering tool for learning whether a prospective client is a good fit for your business. Knowing what they need as you begin a relationship with them will save you time, resources, and effort. Not everyone who\u2019s interested in your service becomes a feasible business opportunity. Data suggests that [&hellip;]<\/p>\n","protected":false},"author":813,"featured_media":81593,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[20],"tags":[71,472],"class_list":["post-76002","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-best-practices","tag-client-experience","tag-onboarding"],"acf":[],"featured_image_urls_v2":{"full":["https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2022\/07\/intake-forms-feature.jpg",2000,1548,false],"thumbnail":["https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2022\/07\/intake-forms-feature-150x150.jpg",150,150,true],"medium":["https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2022\/07\/intake-forms-feature-300x232.jpg",300,232,true],"medium_large":["https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2022\/07\/intake-forms-feature-768x594.jpg",768,594,true],"large":["https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2022\/07\/intake-forms-feature-1024x793.jpg",1024,793,true],"1536x1536":["https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2022\/07\/intake-forms-feature-1536x1189.jpg",1536,1189,true],"2048x2048":["https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2022\/07\/intake-forms-feature.jpg",2000,1548,false]},"post_excerpt_stackable_v2":"<p>A client intake form is an excellent information-gathering tool for learning whether a prospective client is a good fit for your business. Knowing what they need as you begin a relationship with them will save you time, resources, and effort. Not everyone who\u2019s interested in your service becomes a feasible business opportunity. Data suggests that up to&nbsp;79% of leads&nbsp;don\u2019t translate into sales. This can happen for numerous reasons, one of which is that the prospect is simply not a good match.&nbsp; Your business may not have the ability to meet some clients\u2019 needs, and that\u2019s okay. Learning this gives you&hellip;<\/p>\n","category_list_v2":"<a href=\"https:\/\/www.honeybook.com\/blog\/category\/business-best-practices\" rel=\"category tag\">Business best practices<\/a>","author_info_v2":{"name":"Daniela Rivera-Herrera","url":"https:\/\/www.honeybook.com\/blog\/author\/daniela-rivera-herrera"},"comments_num_v2":"0 comments","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Client Intake Forms for Small Business | HoneyBook<\/title>\n<meta name=\"description\" content=\"Discover more about client intake forms, best practices and great examples of what you should have on your client intake forms\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.honeybook.com\/blog\/client-intake-form\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Client Intake Forms for Small Business | HoneyBook\" \/>\n<meta property=\"og:description\" content=\"Discover more about client intake forms, best practices and great examples of what you should have on your client intake forms\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.honeybook.com\/blog\/client-intake-form\" \/>\n<meta property=\"og:site_name\" content=\"HoneyBook\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/honeybook.co\" \/>\n<meta property=\"article:published_time\" content=\"2023-02-28T18:29:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-10-16T18:28:53+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2022\/07\/intake-forms-feature.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"2000\" \/>\n\t<meta property=\"og:image:height\" content=\"1548\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Daniela Rivera-Herrera\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@honeybook\" \/>\n<meta name=\"twitter:site\" content=\"@honeybook\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Daniela Rivera-Herrera\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"7 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.honeybook.com\/blog\/client-intake-form#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.honeybook.com\/blog\/client-intake-form\"},\"author\":{\"name\":\"Daniela Rivera-Herrera\",\"@id\":\"https:\/\/www.honeybook.com\/blog\/#\/schema\/person\/e6970197635f5e4663d96d77d492b8d7\"},\"headline\":\"Client intake forms for small businesses &#8211; 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