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The New Client Intake Form – Free Template For Agencies

An easy-to-customize form with questions for vetting prospective clients for your agency.

While every client is tempting, every client isn’t a good idea.

Some don’t have the right mindset, some fall short on the budget and some simply don’t value your services. Often agencies discover these issues much later, after they have shared an in-depth pitch or proposal – thus having already devoted resources to a client only to have them wasted.

It isn’t practical to devote the same level of time and effort to every prospective client who approaches the agency.

It would use up a lot of your valuable resources that could be directed to clients that are a surer fit for your company.

Therefore, it is vital to understand which client makes the best fit for your agency well ahead of time. The sooner the better.


In order to be able to filter the “good” clients from the “not-so-good” ones for your agency, it’s crucial to ask the right questions.

The answer to these questions will help determine if there is a good possibility of forming a successful, profitable, long-term and reliable relationship with the client.

The New Client Intake Form by HubSpot helps you understand the needs and wants of your clients, and evaluate if a potential client is actually worth your time or not.

You can subscribe and download the form here.

We wish you the best of luck – and the best of clients!

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