Posts in Intake Forms
Creating the Best Client Intake Forms.

Psst… Your intake form is a sales tool.

In this interview, you’ll hear me share:

  • How to use your intake form as a sales tool.

  • How to use your intake form to gather marketing language

  • How to ask questions that help you, screen clients, for fit

  • How to use your intake form as a relationship-building tool

If you’re ready to up your intake form game, listen below.

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Break-up Coach, Avoid These Intake Form Blunders.

If you think that having a steady stream of leads is what you want, consider this, most of those leads, will not be a right fit client, and it’s your job to assess each lead for fit.

This review is a great example of a coach who is so sick of the dead-end leads they’ve been bringing in and they’ve resorted to some really pushy and aggressive intake form questions to block the wrong leads.

What suffers when a coach does this?

Everything.

Leads, sales, marketing, but most of all, the relationship you’ve worked so hard to build with your buyer suffers.

Learn from the mistakes of this coach by reading the review below.

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