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Client Consultation Form
What Is a Client Consultation Form?
A Client Consultation Form is a document filled out by a possible client, where they write or type their basic personal and contact information but, more importantly: information about what kind of services they are expecting to receive or are looking for. The more specific the prospective client is the better, so the company can assure the best service or, on the contrary, if the company is not able to fulfill the requirements of the desired service, the company can discuss it with the client beforehand.
The most basic Client Consultation Form consists of only personal data and the rest of the questions or information to be filled depends on the business type. For example, a Client Consultation Form for hair services should be designed in a way to learn more about the kind of hair, hair problems, different styles, close social events, etc. As for a "Cosmetology Client Form," this should be designed in order to know about the client's skin, its characteristics, how the person takes care of it, cosmetology products used, etc.
There can be several ways of using this form: printable forms at a place of business, physical location, individual offices, or directly on a company site after a prospective customer shows interest.
A Client Consultation Form template can be downloaded by clicking on the following link.
How to Make a Client Consultation Form?
The questions and fields to be filled out by the client should always be as clear as possible. The basic questions that a Client Consultation Form must contain are:
- Name;
- Phone number;
- Email address;
- Age;
- "How did you find us?"
The rest of the questions should be designed based on the past or present status of the target (hair or skin as seen in previous examples for hair and cosmetology Client Consultation Forms) and then on the desired outcome of the service. Never forget to start inquiring in a general way and then gradually be specific. Some examples:
- What kind of hair do you have?
- Is it long or short?
- Do you identify with any of the following actors or actresses' hairstyles?
- Do you have an important incoming event?
- How would you like to have your hair done?
Still looking for a particular form? Take a look at the related forms and templates below:
