Why a Customer Intake Form

Onboarding new clients efficiently is crucial for maintaining a smooth workflow and ensuring client satisfaction. A well-structured customer intake form helps gather all necessary information upfront, reducing the need for follow-up and speeding up the onboarding process. Reform's customer intake form template is designed to collect comprehensive client data in a streamlined and user-friendly manner.

Reform stands out by offering forms that are not only aesthetically pleasing but also functional and easy to integrate into your existing systems. With features like conditional logic, spam prevention, and seamless MAP/CRM integrations, Reform ensures that the data you collect is accurate and organized. This enables businesses to focus on providing excellent service from the get-go, without getting bogged down by administrative tasks.

‍

See the Form in Action

‍

Tips for Effective Customer Intake Forms

Ask Relevant Questions

• Tailor your questions to gather only the information you need. This prevents form fatigue and keeps clients engaged.
• Use conditional logic to customize the form based on the client's responses.

Ensure Data Privacy

• Clearly state your data privacy policies and reassure clients that their information is secure.
• Use secure fields for sensitive information and ensure compliance with data protection regulations.

Provide Clear Instructions

• Include brief explanations or examples for complex questions to help clients understand what is required.
• A well-structured form with clear sections can guide clients through the process smoothly.

Review and Optimize

• Regularly review the form's performance and make adjustments based on user feedback and completion rates.
• Test different versions of the form to see which one yields the best results in terms of completion rate and data quality.

‍

Use Reform for your Customer Intake Form

By using Reform's customer intake form template, businesses can ensure that they collect all the necessary client information efficiently and securely. The advanced features of Reform, such as seamless integration and robust analytics, help streamline the onboarding process, allowing businesses to focus on building strong client relationships from day one.

‍

Get Started with Reform Templates (in 2 minutes)

1. Create a Reform account, if you haven't already.
2. Pick the demo request form template.
3. Use the drag-and-drop form builder to customize the template. You can easily add your own branding and any additional questions.
4. Publish and add the form to your website.

You can easily link to the form from your website or embed it directly on one of your pages. Just copy/paste the snippets from the Share page in Reform. You should also take a look under Integrations and enable a few that makes sense for your workflow.

‍