Wellness Startup Series: Day 41

Prepare Your Client Intake Forms & Agreements

Professional intake forms and service agreements help set expectations and protect your business. They also enhance the client onboarding process.

Next Steps:

• Create a digital client intake form (using Google Forms or Jotform).

• Draft a simple service agreement outlining policies and expectations.

• Test your onboarding process with a sample client.

Resources:

• Jotform Client Intake Templates - [Start here]

• LegalZoom for Client Agreements - [Explore here]

• Google Forms for Free Digital Intake - [Try here]