Client intake form
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1. Get started
Employee
Client
Date
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2. Contact
Primary phone
Email
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3. Address
Street address
Unit
City
State
Zip
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4. Additional client info
Environment
Date of birth
Gender
Additional client info
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5. Services & acquisition
Main services requested
Previous customer?
Referred by
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6. Questionnaire
A.
Any allergies or sensitivities to specific cleaning products?
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B.
Should we expect potential damages when we arrive? Or any clogged/slow drains?
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C.
Any off-limit areas?
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d.
Any pets? How much fur?
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E.
Smoking or non-smoking environment?
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F.
Frequency of cleans? Availability?
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G.
High ceilings? Where?
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H.
Preferred payment method
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All done. Great job!
Thanks for your hard work.
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