How to create a client intake form (with a high response rate)

Client intake forms can be used to collect data and files as part of the onboarding process. They are a simple way to save you time going back and forth with clients to gather key information. They also offer clients a good customer experience at the start of your relationship.

Client intake forms are easy to create using free software. However, form creation is usually the easy bit. What is more difficult is persuading clients to complete and send the forms back to you without time-consuming reminders, reassurance about security, and requests for more information.

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What is the best software to request files from clients and partner companies?

Requesting, collecting and organising electronic files from clients is an increasingly important aspect of running your business. However, it can be hard work. Clients don’t have the same software or cloud storage provider. Email is messy and insecure.

So what is the best software to make the file request process as simple and streamlined as possible? So you can concentrate on your core competencies, and provide a good customer experience? We’ll help you find out.

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Simplified client onboarding for financial service companies

Client onboarding should be a repeatable and streamlined process that extracts all the information you need from clients as easily as possible.

That way you don’t get distracted from your core competencies by sending reminder emails, sorting through emails and searching for attachments.  Clients will also have a positive initial experience with your company, and get value from the relationship quicker.

In this article, we’ll look at how you can quickly simplify your client onboarding experience, specifically the document collection process. If you are frustrated with your onboarding process, then now is the time to start improving it.
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Request files from anyone using Google Drive (and File Request Pro)

Google Drive is a popular cloud storage option that makes it easy for you to store large files without clogging up your phone or computer.

However, if you want to request files from other people you start running into problems. You can share a folder, but contributors need a Google account. Contributors can also open and see all files in that folder, even using the most restrictive ‘view only’ setting.
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