Home · Customers & reviews · Write a short intake form so you stop asking the same questions

Just ask 5 min

Write a short intake form so you stop asking the same questions

You ask every new customer the same ten questions, often over three calls. Get a short intake form that gets it all at once.

Updated 17 Oct 2026

The prompt · ChatGPT

Help me write a short intake form for new customers.

My business: [what you do]
What I need to know before a job: [list everything]
How customers will fill it in: [e.g. Google Form, paper, reply by email]
What usually gets missed: [e.g. access, pets, parking]

If something essential is missing, ask me 1 or 2 short questions first. Wait for my answers.

Then:
1. A short intake form: grouped questions, with the essentials first and tick-boxes where possible.
2. An intro message explaining why I ask.
3. Which questions are better asked on the phone.
4. A note to only ask for what I need, and how I'll keep it safe.

Short and friendly, UK English.

Stay in this ChatGPT chat. Do not turn on apps or connectors, and do not use memory from another chat.

A short example

Fill the blanks, then paste. what you do: a short note you already have. list everything: a short note you already have. Leave the rest of the prompt as written.

Loading the outline…