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What's Inside
✔️ Step-by-step checklist to guide you through every stage of onboarding
✔️ Available in both HoneyBook (for automation lovers) and Google Forms (simple and accessible)
✔️ Pre-signing actions: discovery calls, proposals, and follow-ups made simple
✔️ Post-signing essentials: welcome packet, intake questionnaire, and system setup
✔️ Kick-off call framework to align expectations and set the tone for success
✔️ Bonus: 5-part onboarding email templates to streamline communication
Why It Works
We know the headache of chasing client details across emails, texts, and random notes. This form captures everything you need from the get-go, giving you the clarity to start strong without wasting time.
Collects all essential business details upfront eliminating messy follow-ups and scavenger hunts
Creates a consistent, professional experience for every client and keeps projects moving quickly with fewer delays
Saves you hours on admin so you can focus on revenue-generating work
Provides a complete picture to guide strategy and decision-making
In case you're new here...
Hi there, I'm Sandy Lewis, founder of Colliance
When I first started Colliance, one of the biggest headaches I saw for service-based pros was chasing down missing client details — the endless emails, texts, and “Did they ever send that?”
I built Colliance to fix that chaos, helping businesses like yours streamline operations, grow profitably, and actually enjoy the work they started their business for.
That’s why I created the Comprehensive Client Intake Form: a single, professional system that gathers all the information you need upfront, so you can skip the back-and-forth and start every project strong.
No more guesswork. No more chasing details. Just clarity from the start.
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