Are You Making This Client Experience Mistake?

Your website intake form is often the start of your sales process. When your potential clients fill it out, it's a conversion activity that should be moving them toward working with you. 

But a lot of website intake forms don't do this. 

What does this look like in practice? Let's look at an example below.

In this example, it's completely up to the potential client to figure out how to interact with the business.

Why is this an issue? Because it asks too much of a potential client who may not know what to say. They are looking for the business to take the lead here, not the other way around. 

So, what does an ideal website intake process look like? It varies depending on the business and sales process, but here's a 2-minute walkthrough of a fantastic website intake process.

If you want to see some additional ideas for your intake form, check out this post on LinkedIn .

Ultimately, it's about the business taking ownership of the sales process--and moving the potential client toward working together. 

Need help thinking through your website intake process? This is perfect for a Drop-In Coaching session!