Introduce new clients to your business with the help of this new client intake template from Clustdoc.
This template will help you impress your new clients right off the bat by letting you start the intake process with a personal presentation. Following the initial introduction to your business and how you work, you will be able to guide them through necessary steps like signing a non-disclosure agreement and more.
They can also fill out a client fact find a form where they can share personal details, addresses, and current situations.
In the document collection section, you can collect supporting documents like a company registration certificate and valid ID from your client.
Clustdoc’s online payment feature allows you to collect service fees from your clients without needing any third-party app.
Simplify your new client intake process in your business using this advanced template.