How to Use An Intake Form to Speak to Your Ideal Clients (Video + Audio Interview)

This post was written by Dana Kaye for her podcast Branding Outside the Box. In this podcast interview we talk about how I listen AND speak to my ideal clients, and how you can, too, this is an especially good listen for an introvert in business.

“Heidi has managed to not only niche down when it comes to the marketing platforms she chooses, she’s also niched down on the type of content she delivers. Specifically, intake form reviews.”

In the entrepreneur space, we’re constantly being told to niche down. We offer niche services, work with niche clients, create niche products. We work hard to get as specific as we can in our business.

But when it comes to focusing in and getting specific, there is one area most entrepreneurs tend to ignore: Marketing. Their e-blasts and social media posts are all over the place, from inspirational quotes to stylized selfies to photos of their vegan and paleo lunch plate. They’re on every social media platform doing every possible tactic in the entrepreneur playbook.

This trap does not apply to today’s guest, Heidi Taylor, a sales and business coach, Heidi has managed to not only niche down when it comes to the marketing platforms she chooses, but she’s also niched down on the type of content she delivers. Specifically, intake form reviews.

Every Wednesday in her Instagram stories, Heidi finds a business owner offering 1:1 services and reviews their intake form, point by point. Not only does this serve her audience, it gives potential clients a sneak peek into how she works. The strategy is specific, strategic, and highly effective.

In today’s interview, Heidi shares how she went from floral designer, to life coach, to business coach, how she attracts her target clients through her messaging, and how we can all improve and better utilize our intake forms.



A big thank you to Dana Kaye from Branding Outside The Box for this interview and what she wrote above to capture the essence of our conversation.






Watch this video conversation on how to use an intake form here