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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.
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.
The prompt · Copilot
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 Copilot chat. Leave plugins off, and do not open a file from OneDrive.
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.
You list everything you need to know before a job.
The assistant asks which questions matter most and how customers will fill it in.
You get a short intake form, an intro message and a note of what to ask on the phone instead.
What happens
Use Copilot 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.
- Microsoft Copilot — required. Drafts from the text you paste. Nothing is sent.
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