As a voice over artist, you probably get a lot of clients. These clients can start to add up to a point where you don’t know how to keep them all straight. You have one coming to you for one job, and then another one, and another one. While the repeat clients are easy to remember, it’s the new ones that can become a problem. This is why it’s a good idea to have an intake form.

Creating the Intake Form for a Voice Over Artist

When a new client comes to you requesting voice over work, you can pull out your intake form to start learning about what he would like from you. This intake form can be on your tablet, phone, computer, or even in a notebook. You can set it up wherever it’s most convenient for you.

The intake form should include questions that you need to start a project with the client. Some examples of what you should have on your intake form are:

Name:

Address:

Phone number:

Email address:

Website URL:

Project Topic:

Details of Project:

Delivery Date:

Resources:

Payment Information:

As you go through a simple intake form like this one, you may find that you need to add more questions. That is no problem at all because you should always keep your intake form flexible. Every client is different, and you want to be able to use your form for every one of them. The more information you take down during the initial conversation, the easier the work you do for the client will be down the road.

What to Do with the Intake Form

After you have all of the information you need for the intake form, you will probably want to keep it in a safe place. If you have a file cabinet, it’s wise to organize the forms in some way. You can use alphabetical order by last name, or you can use dates to organize your clients.

If you’re using a computer, tablet, or phone, you will probably want to keep the file on the cloud. This means using a service like Google Drive, Dropbox, etc. This way you can access the file from any device whenever you have Wi-Fi.

The next time you speak to the client on the phone, be sure to pull out the file or bring it up on your device to add information to it. Some people like to log calls while others just jot down notes somewhere on it.

Now that you know how to create and use an intake form, start one today. Someday, you’ll see how great they are when trying to organize your clients’ work.