Frequently Asked Questions

What is a client assessment form?

Companies use a client assessment form as a first step in understanding their potential clients and the type of services they’re looking for.

How do you assess your client’s needs?

With a client assessment form, you can quickly evaluate your potential customers and decide how to help them out with your services. Through a series of questions about their business, challenges, and services they need, you can determine if you’re a match.

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