Client Intake Form

Select a service category to see specific questions

Communication Scripts

1. Opening Statements (Setting the Tone)

Standard Professional:

"Good day, Sir/Mam. Thank you for calling D K Associates. This is [Your Name] speaking. How may I assist you with your requirements today?"

Follow-up Call:

"Hello, Sir/Mam. I'm calling from D K Associates regarding the intake form you submitted. Do you have a moment to discuss the details?"

The Problem-Solver:

"Thank you for reaching out to D K Associates, Sir/Mam. We received your inquiry about [Service], and I'm ready to help you get this sorted out."

2. Rapport Building (Establishing Trust)

Validating the Choice:

"You've made an excellent choice with [Specific Style/Service], Sir/Mam. It's one of our most requested options because of its long-term reliability."

Local/Industry Expertise:

"We've handled quite a few similar projects recently, Sir/Mam, so I completely understand the specific challenges you're looking to address."

Empathy Statement:

"I know how important it is to have this [Repair/Service] completed correctly the first time. Rest assured, Sir/Mam, we at D K Associates prioritize that same level of detail."

3. Service Acknowledgements (Confirming Details)

The Summary:

"To ensure I have everything correct, Sir/Mam: we are looking at [Service A] at your [Location] with a deadline of [Date]. Have I captured that accurately?"

The "Next Steps" Promise:

"I have noted your preference for [Specific Detail], Sir/Mam. I will personally ensure the team is briefed on this before we begin."

Final Verification:

"Thank you for those details, Sir/Mam. I've updated your file at D K Associates, and we are ready to proceed with the next phase."

4. Apology for Miscommunication

Direct Apology:

"Please accept my apologies, Sir/Mam. It appears there was a misunderstanding regarding [Detail]. I will correct this immediately to ensure we stay on track."

The Clarification:

"Sir/Mam, I realize my previous explanation regarding [Price/Timeline] may not have been clear enough. Let me clarify the correct position for you now to avoid any further confusion."

Corrective Action:

"I am sorry for the oversight, Sir/Mam. I have already instructed the team at D K Associates to prioritize your update so we can resolve this by [Time]."

5. Closing Statements (The Confident Finish)

The Reassurance:

"Thank you for your time today, Sir/Mam. You can consider this task handled. We will be in touch with the next update shortly."

The Scheduled Exit:

"It was a pleasure speaking with you, Sir/Mam. I will send over the formal confirmation from D K Associates to your email right away."

The Helpful Close:

"Is there anything else I can assist you with today, Sir/Mam? If not, we look forward to working with you on this project."

Service & Personnel Performance Review

1. Worker Professionalism & Behavior

2. Technical Knowledge & Skill

3. Service Quality & Outcome

4. Communication & Responsiveness

5. Pricing & Value

6. Overall Impression

Worker's Site & Client Experience Report

1. Site Safety & Accessibility

2. Client Behavior & Conduct (Safety Check)

3. Scope Creep & Fairness

4. Payment & Professionalism

5. Incident Reporting (Confidential)

6. Future Recommendation

All Service Categories

Plumber

Key Questions: Pipe type, fitting brand, water source, concealed vs open pipes

Electrician

Key Questions: Nature of problem, safety urgency, wiring type, phase type

Loan Services

Key Questions: Age, profession, salary type, CIBIL score, documentation

Cook (Home)

Key Questions: Meal requirements, diet type, family size, extra tasks

Cleaner

Key Questions: Type of cleaning, property size, current condition, supplies

Maid Service

Key Questions: Scope of work, frequency, timing, preferences

Carpenter

Key Questions: Type of work, materials, measurements, site conditions

Home Tutor

Key Questions: Student grade, subjects, schedule, special goals

Housekeeper

Key Questions: Scope of responsibility, specialized tasks, presence

Driver

Key Questions: Vehicle type, nature of duty, timing, experience

Tour Booking

Key Questions: Destination, dates, vehicle type, itinerary, passengers

Academic Tutoring

Key Questions: Student profile, subjects, goals, learning style

Astrology & Counselling

Key Questions: Birth details, service focus, purpose, current situation

Carpentry & Woodwork

Key Questions: Project type, materials, dimensions, site info

Computer Training

Key Questions: Skill level, training goals, specific challenges

Custom Furniture

Key Questions: Project vision, materials, dimensions, functionality

Data Entry

Key Questions: Service type, volume, technical specs, security

Deep Cleaning

Key Questions: Focus areas, property details, specific problems

Electrical Repairs

Key Questions: Nature of issue, appliance info, safety, parts

Errand Running

Key Questions: Task type, details, financials, handling

Event Assistance

Key Questions: Event type, requirements, aesthetic, vendors

Graphic Design

Key Questions: Brand identity, project scope, style, deliverables

HR Support

Key Questions: Service type, recruitment needs, onboarding, training

Insurance Services

Key Questions: Policy interest, personal details, financial goals

Invitations & Posters

Key Questions: Project type, content, dimensions, style

Language Training

Key Questions: Language selection, proficiency, skills, motivation

Laundry & Wardrobe

Key Questions: Service type, load details, preferences, turnaround

Music & Fitness

Key Questions: Service type, experience, health, equipment

Painting

Key Questions: Scope, surface condition, finish, materials

Pest Control

Key Questions: Service type, target pests, severity, safety

Photography

Key Questions: Project category, logistics, technical requirements

Plumbing Services

Key Questions: Nature of service, problem diagnosis, technical details

Property Assistance

Key Questions: Nature of inquiry, property specs, budget, features

Regular Housekeeping

Key Questions: Frequency, household details, tasks, preferences

Security Systems

Key Questions: Property profile, solutions, technical preferences

Social Media

Key Questions: Business profile, target audience, goals, budget

Tour & Travel

Key Questions: Service type, trip details, transport, accommodation

Virtual Assistant

Key Questions: Service requirements, workflow, communication, volume

Website & SEO

Key Questions: Project nature, technical scope, design, SEO goals