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As a questionnaire before a sales call. If their answers line up with the services you provide, you can begin onboarding. Design your form with the right fields for accuracy.
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Client Intake Forms Are Preliminary Paperwork Potential Customers Fill Out To Determine Their Fit For Your Services.
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Web Use This Free Real Estate Lead Intake Form To Get Contact Information, Ask Questions, And Get Your Clients Talking About What They’re Looking For In A House So You Can Start The Ball Rolling On Putting Them In The Perfect Property.
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