Make Your Customers Love You With Your Client Intake Process [INFOGRAPHIC]

Do you know the single most important factor for sustaining your business and making it incredibly profitable?
Creating superior customer experiences.
That’s what studies reveal is absolutely crucial for bootstrapped micro-businesses that rely heavily on word-of-mouth and referrals for bringing in new customers.
Can you answer all of these questions with a confident yes?

  • Is my site easy to navigate?
  • Do I speak my clients’ language?
  • Do I understand my clients’ pain points and show them the transformational benefits of working with me?
  • Does my service/product deliver on those promises?
  • How easy is it to get a hold of me (or someone on my team) to resolve a question or an issue?

I bet a lot of you can answer in the affirmative. And that’s great because these basics are important. But there’s something else that’s absolutely essential for creating amazing customer experiences.
It’s your client intake process.
Look at your intake process through the eyes of a new client. Your goal is to make sure that the process is flawless and super smooth. Why?
By making your client intake process smooth, you gain these five benefits:

  1. It conveys your expertise to your new clients and strengthens their confidence in you.
  2. Customers feel special, and you reduce any feelings of “buyer’s remorse,” especially when they’ve made a significant financial commitment.
  3. You gain control of your time.
  4. It’s easier to service more clients without sacrificing quality.
  5. You’re more likely to get paid on time.

Now, smoothing out your client intake process doesn’t have to be difficult. Let me break it down for you with the five “moving parts” of a terrific client intake process.

1. Initial Contact

You have to make it really easy for potential clients to get in touch with you to let you know they’re interested in teaming up with you.
Simplify things for them by making sure your site and blog posts include:

  • Links that open into blank e-mails with your address and the subject line already filled out
  • Easy-to-spot links to your online scheduler so that visitors can book a session
  • Application forms
  • “Buy Now” and call-to-action buttons
  • Your telephone number

Prepare for initial consultations by having a list of questions that you need answered in order to better understand the scope of the project and determine if this person qualifies as a good client.

2. Written Commitment

After the client makes her initial commitment, clearly communicate to her the nature of your working relationship.
In your contract or proposal, describe these four important things:

  • Scope of the project
  • Responsibilities of each party
  • Timelines or milestones
  • Payment conditions

Simplify the process for your client by using an electronic signature software like EchoSign or HelloSign.
Make sure the document is signed before you begin delivering services.

3. Payment

Collect payment (prepayment, the first installment or the entire amount) before starting on the project.
This approach ensures you get paid while also making the client feel more committed to the process of working together.

4. Internal Setup

Once the payment is received, get your client set up in your internal systems.

  • Enter them into your client relationship management database (CRM) and include their website address, social media details, mailing address, birth date, and interests.
  • Set up a new project in your project management system so it’s easy to communicate and deliver pieces of the project.
  • Let people on your team know how they’ll be supporting this new client.
  • Send a meaningful gift or note to thank the client for choosing you as their service provider.
  • If the client came from a referral, make sure you acknowledge and thank them.


5. Set Your Client Up for Success

As you’re making the above arrangements on the back end, take a few moments to explain to the client how your working relationship will be structured and give them all the necessary details.
The best way to do this is by providing a Welcome Packet.
Put yourself in the shoes of your client and see what questions they may have that you can answer in your welcome packet:

  • What’s going to happen?
  • How are we going to work together?
  • How am I going to set up meetings?
  • What are the timelines/deadlines?
  • How/when do I pay?
  • What part of the project am I responsible for?
  • What happens when/if we miss a deadline?
  • What do I do if I have to cancel?
  • Who can I talk to if I have questions?

Welcome Packets are as valuable to your clients as they are to you because they create transparency and strengthen boundaries.
If you’ve had sticky situations (e.g., clients didn’t show up to a meeting, missed a deadline, didn’t give you enough notice to handle something, or disappeared and then suddenly reappeared), specify how they’ll be handled and introduce penalties.
Now, if a problem surfaces, all you’ll need to do is refer back to these policies.
Clients hire you for your expertise. You need to provide them with clear guidelines so that they never feel lost or let down.
When you’re in charge and have guidelines that support their success, your clients will love you even more, talk about you non-stop, and refer others to you.
Refer to this flowchart to make your customers love you with a smooth client intake process:

How do you feel about the client intake process? What could use a bit more work? Let me know in the comments below.



Natasha Vorompiova

Founder at Systems Rock
Natasha Vorompiova is the founder of SystemsRock, Certified Quiet Power Strategy Coach, and creator of Systematic Success 2.0.Her clients are small business owners who start their businesses with passion and a desire for freedom, but find themselves stuck and buried in day-today operations.Natasha creates systems that ensure clients get more done in less time and pave the way for greater profits and long-term success.

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  1. Siedah Mitchum

    Thank you for recommending I read this article Natasha! A welcome package is one thing I have not considered. Being a web designer what I do and how I do it is confusing to some already. By drafting a welcome package there is less confusion in how the process goes for each project. Creating a template I can modify based on the clients needs will help both of us. Thank you for the share especially with the e-signature options because I was looking into it.

  2. Caren

    Hi Natasha,
    What do you say when it’s a product? I think that everything that gets talked about is coaching. Just wondering if you might like to shed some light on the product aspect of things.


    • Natasha

      Hi Caren,
      For products the process is different indeed. There are further differences that depend on if you are selling digital of physical products.
      Important things to remember is that if it’s a digital product, you have to make sure that all the links work, autoresponders go out as scheduled and that you have explained in great detail how the customer will download and/or go through the product.
      For physical products the critical part is fulfillment–are you doing it yourself, are you having another company do it for you, how do you check that products get shipped when they are supposed to be shipped?
      And last, but not least, customer service. Who would the customer talk to if they have a question or if something happened to the product? How/when do you follow up?
      I’m sorry Caren, I can’t really cover everything in the comments area, but I’ll see if Heather agrees to another blog post on this topic :).

  3. Lara Galloway


    This is pure gold. While I have an intake system of my own, I have never articulated it and outlined it so clearly to make it easy to teach to my clients. I am adding this blog post of yours to my list of helpful resources so I don’t have to re-invent the wheel when teaching my mompreneur coaching clients this incredibly important business system. Thanks for making it simple and doable.

    Lara Galloway

    • Natasha

      Lara, I am humbled by your compliment! Thank you! Yes, I strongly believe that client intake is one of the fundamental, yet often overlooked, systems that service providers need to have in place. I do hope the above break down inspires the readers to examine their client intake process and note where they need to more neatly connect the seams. 🙂

  4. Natasha

    Delighted to hear that, Susan!!

  5. Susan hand

    Natasha, thanks for putting me on to the e sig software. I’m missing that from my intake now and have just relief on their response to my agreement. The e sig will take it that one step further.


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