Client intake questionnaire - choose which parts you send your clients

We have always loved the client intake questionnaire in our product, probably because Professor Patrick Parkinson spent a year getting it right. However we also love feedback from our clients, and based on feedback we have now customised our questionnaire so that you do not have to ask all of your clients all of the questions.

Our client questionnaire is comprehensive for a reason, that reason being that all of the information is necessary. However, we know that some clients cannot actually cope with all of those questions all at once so we made a change.

If you need a reminder regarding how to send the questionnaire (and choose which sections to send as part of that) then you can download a PDF of the slides here.