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ALEXANDER B. THEN ATTORNEY AT LAW 13280 NORTHWEST FWY., STE. F352 HOUSTON, TEXAS 77040 PHONE (281) 999-9025 FAX (281) 616-6242 www.bankruptcy4houston.com PROSPECTIVE CLIENT INTAKE FORM Please fill

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How to fill out prospective client intake form

How to fill out a prospective client intake form:

01

Start by providing your basic contact information such as your name, phone number, email address, and mailing address. This will allow the company or organization to get in touch with you easily.

02

Next, answer any questions related to your background or experience that may be relevant to the services or products being offered. This could include your industry, years of experience, or specific qualifications.

03

Be sure to provide details about your specific needs or the problem you are trying to solve. This can help the company tailor their services or products to better meet your requirements.

04

If there are any preferences or specifications you have, make sure to include them in the form. This could include desired delivery dates, budget constraints, or any specific features or customization options you are looking for.

05

Additionally, the form may ask for your goals or expectations from the company or organization. This will help them understand what you are hoping to achieve and how they can assist you.

06

Finally, if there are any additional comments or questions you have, use the space provided to express them. This can be an opportunity to provide any further details or request clarification on certain aspects.

Who needs a prospective client intake form?

01

Companies or organizations that provide services or products to clients or customers.

02

Businesses looking to gather information about potential clients in order to understand their needs and preferences better.

03

Service providers who need to determine if a prospective client meets their qualifications or target market.

04

Professionals such as lawyers or financial advisors who require detailed information about clients before providing advice or assistance.

05

Non-profit organizations or community groups seeking to gather information about potential beneficiaries or participants.

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