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When should I use the intake form versus the lead form?

This article guides you on when to use the intake form versus the lead form based on your relationship with the client.

  • The intake form is for clients who you have formed a relationship with and are ready to receive services from the SCALE Network.

  • The lead form is a way for new clients to express interest in learning more about the SCALE Network to see how you can support them in their entrepreneurial journey. This is a great form to use in your marketing and on your website. Use the lead form instead of the intake form on your websites and other public-facing touchpoints.