Heidi Taylor and I are talking about client intake forms today (a.k.a. your contact / application forms), and how they fit into your sales process.

Heidi Taylor is a Business Coach who helps service-based business owners build intake processes that pre-qualify clients and emotionally prepare them to buy. You can find her on her Instagram Stories where she shares her popular weekly feature, her Intake Form Review.

https://www.instagram.com/heidilistening/
https://www.linkedin.com/in/heiditaylorcoaching/

Want to learn even more from Heidi? Catch her workshop inside The Better Collective: https://www.jesscreatives.com/better/

ON TODAY’S EPISODE:

  • Why did Heidi even start looking at intake forms
  • The differences between contact forms and intake forms
  • Benefits of having intake forms
  • Why isn’t a good idea to have an email address on your website
  • Basics on pricing and sales
  • Whats are the questions that you should avoid on intake forms
  • Why avoid investing questions
  • Importance of the specific questions

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