A well-designed client intake form helps contractors identify red flags, clarify expectations, and avoid costly misunderstandings. Use these targeted questions to filter clients and set every job up for success.
Project Scope: What are the exact deliverables, timelines, and boundaries of this project? (Avoid vague answers like “whatever you think is best.”)
Budget Realism: What is your total budget range for this project? Have you allocated funds for unexpected costs?
Communication Preferences: How do you prefer to receive updates? (Email, text, in-person meetings, etc.) How often?
Past Contractor Experiences: Have you worked with other contractors recently? What went well, and what didn’t?
Expectations & Success Metrics: What does “done” look like? How will you measure if the project meets your needs?
Legal & Permits: Who is responsible for obtaining permits, licenses, or insurance? Are there any legal restrictions?
References: Can you share examples of past work or contact details for previous contractors?
Payment Terms: What is your preferred payment method? Are you willing to pay a deposit upfront? What happens if payments are late?
Use the client intake form to document answers and revisit them before starting work. This ensures both parties align on goals, reduces friction, and creates a professional foundation for the project. Skip this step, and you risk scope creep, unpaid work, or long-term client dissatisfaction.
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