When it comes to running a small business and managing day-to-day operations, having the right forms in your toolkit is essential. Forms help streamline processes, save time, and provide a framework for recording critical business information.

First, client intake forms are crucial for any small business. Client intake forms provide basic information about a new customer, such as contact information and areas of interest. This form will kick-off the process of getting to know your customer so that you can provide exceptional service.

Next, employee onboarding forms are essential to bring on new team members. These forms help define expectations and responsibilities and provide an opportunity for employees to provide pertinent information about themselves. Onboarding forms typically include tax forms, non-disclosure agreements, and background checks.

You will also need order forms for customers to place orders for products or services. Order forms should capture customer contact information as well as what product or services they'd like to purchase, the quantity, and shipping address or other details if relevant. It's also helpful to create order confirmations that include a total cost and list of items to ensure accuracy.

Finally, consulting contracts define the terms of a consulting agreement with a customer. These agreements typically include timelines for when a project will be completed and payment details. This form also helps manage expectations and can help protect you in the event there's a disagreement.

Having the right forms protects both you and your customers. Forms provide structure and an opportunity to capture critical business information. For small businesses, having a library of forms on hand is essential for managing day-to-day operations and providing exceptional service.