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Intake call template

Client Intake Call Template

investment: $5

Are you a new agent working to get comfortable on talking about your business? Do you find that you still need information after you complete an intake call? Grab this template and deepen the kinds of questions that you are asking with your clients from the first point of contact. 

You'll receive an instant download of a proven intake call format that has helped build a multi-million dollar travel agency.

completely customizable template

designed in canva

easy to follow along with 

fill in the blank format

'TIQUE made us stand out in a very competitive market! From their templates, photos, fonts, colors; everything is beautiful. I love that they've literally thought out every possible communication you may need to have with a client, and formatted it into beautiful words for you to just send along! I also love the workflow portion. It is very helpful in making sure nothing is missed.

Yall, owning your own business is HARD. The daily list of things to do grows exponentially. I really tried to take a step back and work smarter, not harder this year. I learned long ago that outsourcing those little projects that eat away at you daily is worth it...what I didn't know is that outsourcing my workflow build, my emails, and my systems would be the most rewarding decision! Tique not only delivers...they go over and above and that means the world.

Is it silly to say that my new workflow moved me to tears?! Over the last ten months, I have dumped so much time, money, and effort into preparing for travel's return, and I can honestly say that this was the best money I've spent. I love the customization, the ease, and HOW MUCH it takes off of my shoulders. You just demolished a huge to do list I've been avoiding and I can't thank you enough! The workflow is perfect and I know it's going to up my client relation game without adding to my already crowded to do list!

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