How to Use an Intake Form to Improve Your Discovery Meeting [QUICK WIN] (Ep175)

You know, it's one thing for you to listen and then just put it in your words, but because they are filling out their intake form, you have their words.

And this way you arrive prepared.

And you could use that meeting to validate what you've already learned about them instead of asking basic discovery questions.

And this helps clients feel instantly understood, helps you build trust right from the start.

Your intake form also helps you take charge of the conversation and more easily pivot clients from wants to needs.

so that you can position yourself as a strategic partner versus a pair of hands and set the stage and expectations that you're here to help them solve their problems, versus selling them on a package solution, which naturally leads to greater impact and income.

So the reason why I have this particular episode right here in this series I have on sustaining success is productivity and systems that are behind your business are so important.

And there's a real moment of truth that comes with how you're a landing client.

So the intake form is a huge part of this.

So now that you know what an intake form is, let's get into what it takes to get yours set up and working for you.

You know, it's one thing for you to listen and then just put it in your words, but because they are filling out their intake form, you have their words.

And this way you arrive prepared.

And you could use that meeting to validate what you've already learned about them instead of asking basic discovery questions.

And this helps clients feel instantly understood, helps you build trust right from the start.

Your intake form also helps you take charge of the conversation and more easily pivot clients from wants to needs.

so that you can position yourself as a strategic partner versus a pair of hands and set the stage and expectations that you're here to help them solve their problems, versus selling them on a package solution, which naturally leads to greater impact and income.

So the reason why I have this particular episode right here in this series I have on sustaining success is productivity and systems that are behind your business are so important.

And there's a real moment of truth that comes with how you're a landing client.

So the intake form is a huge part of this.

So now that you know what an intake form is, let's get into what it takes to get yours set up and working for you.