Stop Using PDFs for Client Intake: Here’s What to Do Instead

If you’re still emailing PDF intake forms back and forth, you’re wasting hours. Clients lose files, you have to chase them, and then you manually copy answers into your notes. There’s a better way.

Use a simple online form (Google Forms, Typeform, or a Notion database) that auto-populates a client dashboard. Your client fills it once, and you get a clean summary instantly. No lost files, no data entry.

At ShopWithLeo, we include a ready-to-use intake template that connects to a client portal. Set it up in 10 minutes and reclaim that time for actual coaching.