A short intake form can make a consultation more productive by collecting the basic facts before valuable meeting time begins.
Ask why the person is contacting you now
Urgency, trigger and desired outcome often reveal more than a long general description of the problem.
Collect the minimum useful background
Ask for facts that change the advice or next step. Avoid gathering personal information simply because a form can.
Include budget, timing or decision readiness where appropriate
These questions help determine whether the inquiry fits the service before both sides invest time.
Use the answers to structure the meeting
The form should reduce repeated questions, not disappear into a database. Review it before the call and begin with the issues that matter most.
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