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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

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The problem

Information trickles in over days of back and forth. You still turn up missing something, like the parking situation or the dog.

The outcome

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

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]

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A short example

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

The prompt · Claude

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]

The full prompt is free – sign up in 10 seconds

Get the full prompt free

No password needed. We email you a sign-in link.

A short example

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

1

You list everything you need to know before a job.

2

The assistant asks which questions matter most and how customers will fill it in.

3

You get a short intake form, an intro message and a note of what to ask on the phone instead.

What happens

Use Claude to 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.

Tools

Paste the prompt, fill the blanks, copy the draft.

  • Claude — required. Drafts from the text you paste. Nothing is sent.