Stylists, You Need an Intake Form.

For the times when a potential client reaches out and says,

“I’d like to work with you”.

But you know that qualifying a potential client and having a sales call can lead you to inconsistent results never mind, a sale that’s won or lost.

Times like these are the best time to invite your potential buyer to answer your intake form questions.

They need a little guidance in the decision-making process--an intake form to help them articulate their needs and it will give you, the stylist, the marketing language you need to sell your services. Besides that, it will set you up with the information you need to conduct a sales call.

To help you consider not only what questions to ask, but how a potential client might feel answering your intake form questions, I’ve put together some screenshots from an actual Personal Stylist’s intake form I found online.

Introducing A Personal Stylist’s Intake Form:

An intake form introduction, why, and how to use an intake form.

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The Question, “have you worked with a stylist before?”

Why asking this question isn't addressing the fact that you need to know more details than a yes or no answer will provide.

What vs. Why:

How asking a what question leads potential buyers to tell you about what is going on that has them interested in personal styling.

Asking why questions plant doubts. Don’t ask why questions.

Instead of multiple choice questions, ask your clients to answer in their own words.

Open-ended Questions Engage Buyers.

Selling? Make it clear what you’re selling.

DON’T Do this.

Pre-Qualifying Clients with Investment Questions.

I don’t recommend relying on investment questions like this one to save you from having a sales conversation or stating your price on a sales call.

Instead, ask open-ended questions that require an answer in your buyer’s own words. Drop-down menus don’t work as well as most service providers assume they do.