{"product_id":"concrete-landscape-curbing-client-intake-form","title":"Client Intake Form (Core) - Concrete Landscape Curbing","description":"\u003ch1 style=\"text-align: center;\"\u003eConcrete Landscape Curbing Client Intake Form\u003c\/h1\u003e\n\u003cp style=\"text-align: center;\"\u003e\u003cstrong\u003eProfessional Concrete Curbing Customer Intake \u0026amp; Project Discovery Form for Landscape Edging, Decorative Borders \u0026amp; Curb Installation (Editable Word + PDF)\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eA customer may know they want concrete landscape curbing.\u003c\/p\u003e\n\u003cp\u003eBut before you can measure, recommend, and price the project, you need more than a name and phone number.\u003c\/p\u003e\n\u003cp\u003eWhere will the curbing go? How much is needed? What style does the customer want? What color and finish are they considering? Is existing curbing being removed? Are sprinklers, private wiring, drainage, gates, or other site conditions involved?\u003c\/p\u003e\n\u003cp\u003eThe \u003cstrong\u003eConcrete Landscape Curbing Client Intake Form\u003c\/strong\u003e gives curbing contractors an organized, industry-specific way to capture those details from the beginning.\u003c\/p\u003e\n\u003cp\u003eDesigned specifically for \u003cstrong\u003econcrete landscape curbing contractors, decorative concrete edging companies, landscape border installers, and concrete curb businesses\u003c\/strong\u003e, this reusable intake form helps you document customer information, project type, approximate linear footage, design preferences, existing site conditions, project goals, measurements, and consultation notes in one professional format.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eUnderstand the property. Understand the customer's vision. Identify the site conditions. Then build the right proposal.\u003c\/strong\u003e\u003c\/p\u003e\n\u003chr\u003e\n\u003ch2\u003e🧱 Built Specifically for Concrete Landscape Curbing Companies\u003c\/h2\u003e\n\u003cp\u003eA customer may call and simply say:\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e“I'd like a quote for concrete curbing.”\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThat's enough to start the conversation—but not enough to understand the project.\u003c\/p\u003e\n\u003cp\u003eIs it new curbing or replacement?\u003c\/p\u003e\n\u003cp\u003eAre they bordering landscape beds, trees, walkways, or a driveway?\u003c\/p\u003e\n\u003cp\u003eDo they know the approximate linear footage?\u003c\/p\u003e\n\u003cp\u003eDo they have a preferred curb profile?\u003c\/p\u003e\n\u003cp\u003eAre they looking for a particular color, finish, or pattern?\u003c\/p\u003e\n\u003cp\u003eIs there existing curbing to match?\u003c\/p\u003e\n\u003cp\u003eWill removal be required?\u003c\/p\u003e\n\u003cp\u003eThe intake form gives you a structured way to capture those details before moving into final measurements and pricing.\u003c\/p\u003e\n\u003chr\u003e\n\u003ch2\u003e📏 Identify the Concrete Curbing Project From the Start\u003c\/h2\u003e\n\u003cp\u003eDifferent landscape curbing projects require different conversations.\u003c\/p\u003e\n\u003cp\u003eThe \u003cstrong\u003eProject Overview\u003c\/strong\u003e section allows you to identify whether the customer is requesting:\u003c\/p\u003e\n\u003cp\u003e✔ New curbing\u003cbr\u003e✔ Replacement curbing\u003cbr\u003e✔ Extension or addition\u003cbr\u003e✔ Curbing repair\u003c\/p\u003e\n\u003cp\u003eYou can also document the primary installation areas, including \u003cstrong\u003elandscape beds, trees, walkways, driveways, or another location\u003c\/strong\u003e, along with approximate linear footage and the customer's desired project timeline.\u003c\/p\u003e\n\u003cp\u003eThat gives you an immediate snapshot of the opportunity before getting deeper into design and site considerations.\u003c\/p\u003e\n\u003chr\u003e\n\u003ch2\u003e🎨 Capture the Customer's Design Preferences\u003c\/h2\u003e\n\u003cp\u003eDecorative concrete curbing is both functional and visual.\u003c\/p\u003e\n\u003cp\u003eCustomers may already have a particular look in mind—or they may need your help deciding what works best for their property.\u003c\/p\u003e\n\u003cp\u003eThe dedicated \u003cstrong\u003eDesign Preferences\u003c\/strong\u003e section captures:\u003c\/p\u003e\n\u003cp\u003e✔ Preferred curb profile or style\u003cbr\u003e✔ Preferred color\u003cbr\u003e✔ Preferred finish or pattern\u003cbr\u003e✔ Sealer preference\u003cbr\u003e✔ Existing curbing or hardscape to match\u003c\/p\u003e\n\u003cp\u003eFor sealer, customers can indicate \u003cstrong\u003eYes, No, or Unsure \/ Need Recommendation\u003c\/strong\u003e, giving you a natural opportunity to discuss available options during the consultation.\u003c\/p\u003e\n\u003cp\u003eInstead of trying to remember design preferences from a phone conversation, you can keep them connected directly to the customer's project.\u003c\/p\u003e\n\u003chr\u003e\n\u003ch2\u003e🌱 Identify Site Conditions Before They Become Surprises\u003c\/h2\u003e\n\u003cp\u003eThe layout may look simple at first glance.\u003c\/p\u003e\n\u003cp\u003eThe site itself may tell a different story.\u003c\/p\u003e\n\u003cp\u003eExisting curbing, irrigation, invisible fencing, drainage, private wiring, gates, and other obstacles can affect how a curbing project is planned and installed.\u003c\/p\u003e\n\u003cp\u003eThe intake form includes dedicated fields for:\u003c\/p\u003e\n\u003cp\u003e✔ Existing curbing in the work area\u003cbr\u003e✔ Whether removal may be required\u003cbr\u003e✔ Irrigation or sprinklers near the work area\u003cbr\u003e✔ Known private wiring\u003cbr\u003e✔ Invisible fencing\u003cbr\u003e✔ Drainage considerations\u003cbr\u003e✔ Access restrictions, gates, or obstacles\u003c\/p\u003e\n\u003cp\u003eThese fields help bring potential installation considerations into the conversation earlier instead of discovering every detail after the estimate has already been prepared.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eBetter information upfront can mean fewer assumptions later.\u003c\/strong\u003e\u003c\/p\u003e\n\u003chr\u003e\n\u003ch2\u003e🏡 Understand What the Customer Actually Wants to Accomplish\u003c\/h2\u003e\n\u003cp\u003eNot every customer is simply trying to add a concrete border.\u003c\/p\u003e\n\u003cp\u003eThey may want to redefine landscape beds.\u003c\/p\u003e\n\u003cp\u003eCreate cleaner separation between lawn and planting areas.\u003c\/p\u003e\n\u003cp\u003eReplace deteriorated existing curbing.\u003c\/p\u003e\n\u003cp\u003eImprove the appearance of a driveway or walkway.\u003c\/p\u003e\n\u003cp\u003eMatch another hardscape feature.\u003c\/p\u003e\n\u003cp\u003eOr achieve a particular decorative look.\u003c\/p\u003e\n\u003cp\u003eThe \u003cstrong\u003eProject Goals \u0026amp; Details\u003c\/strong\u003e section provides space to document the customer's desired layout, appearance, problem being solved, and other important project details.\u003c\/p\u003e\n\u003cp\u003eThat keeps the conversation centered on the customer's actual objective—not just the number of linear feet.\u003c\/p\u003e\n\u003chr\u003e\n\u003ch2\u003e📐 Turn the Intake Form Into a Useful Site Consultation Tool\u003c\/h2\u003e\n\u003cp\u003eThe form doesn't stop at initial customer discovery.\u003c\/p\u003e\n\u003cp\u003eThe \u003cstrong\u003eSite Measurement \/ Consultation Notes\u003c\/strong\u003e table gives you an organized place to document:\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eArea \/ Location | Approx. LF | Recommended Profile \/ Finish | Notes\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eUse it during a site visit or consultation to break the property into individual curbing areas, record preliminary measurements, note recommended design selections, and capture relevant observations.\u003c\/p\u003e\n\u003cp\u003eThat creates a natural workflow:\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCustomer Inquiry → Project Overview → Design Preferences → Site Conditions → Project Goals → Measurements \u0026amp; Recommendations → Estimate\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eInstead of moving between scattered notes, texts, and measurements, important preliminary project information stays together.\u003c\/p\u003e\n\u003chr\u003e\n\u003ch2\u003e💰 Build Better Concrete Curbing Estimates From Better Information\u003c\/h2\u003e\n\u003cp\u003eA professional estimate starts before you enter the first price.\u003c\/p\u003e\n\u003cp\u003eIt starts with understanding what you're actually quoting.\u003c\/p\u003e\n\u003cp\u003eThe intake form helps gather the preliminary information needed to establish:\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat type of curbing project the customer wants.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhere the curbing will be installed.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eApproximately how much curbing may be required.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat profile, color, and finish they're considering.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhether existing curbing or hardscape needs to be considered.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat site conditions could affect the project.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat the customer ultimately wants the finished installation to accomplish.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThat's a stronger starting point for preparing a detailed \u003cstrong\u003econcrete landscape curbing estimate\u003c\/strong\u003e than relying on a name, address, and a few hurried notes.\u003c\/p\u003e\n\u003chr\u003e\n\u003ch2\u003e📞 Create a More Consistent Customer Intake Process\u003c\/h2\u003e\n\u003cp\u003eThe form also captures important customer information, including:\u003c\/p\u003e\n\u003cp\u003e✔ Customer name\u003cbr\u003e✔ Project address\u003cbr\u003e✔ Billing address\u003cbr\u003e✔ Phone number\u003cbr\u003e✔ Email address\u003cbr\u003e✔ Preferred contact method\u003cbr\u003e✔ Desired project timeline\u003cbr\u003e✔ Additional notes\u003cbr\u003e✔ Customer acknowledgement and signature\u003c\/p\u003e\n\u003cp\u003eFor a growing concrete curbing business, consistency matters.\u003c\/p\u003e\n\u003cp\u003eWhether you're handling every lead yourself or eventually have office staff helping with inquiries, a standardized intake process helps ensure the same important questions are addressed from one opportunity to the next.\u003c\/p\u003e\n\u003chr\u003e\n\u003ch2\u003e📄 What You'll Receive\u003c\/h2\u003e\n\u003cp\u003e✔ \u003cstrong\u003eConcrete Landscape Curbing Client Intake Form – Editable Microsoft Word (.DOCX)\u003c\/strong\u003e\u003cbr\u003e✔ \u003cstrong\u003eConcrete Landscape Curbing Client Intake Form – PDF\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eCustomize the form for your company and use it during initial phone inquiries, estimate requests, property consultations, site measurements, or customer onboarding.\u003c\/p\u003e\n\u003cp\u003eReuse it across future projects to create a more organized and repeatable front end for your concrete landscape curbing business.\u003c\/p\u003e\n\u003chr\u003e\n\u003ch2\u003e🎯 Who This Concrete Curbing Client Intake Form Is For\u003c\/h2\u003e\n\u003cp\u003eIdeal for:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cp\u003eConcrete landscape curbing contractors\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eDecorative concrete edging companies\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eLandscape border installers\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eConcrete curb installation businesses\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eResidential landscape curbing companies\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eCommercial curbing contractors\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eDecorative concrete contractors\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eLandscape edging professionals\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eIndependent concrete curbing installers\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003eGrowing concrete curbing businesses\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eIf you install \u003cstrong\u003econcrete landscape borders, decorative curbing, garden edging, mower borders, or custom concrete landscape edging\u003c\/strong\u003e, this intake form provides a practical way to gather the information needed before measurements, recommendations, and pricing are finalized.\u003c\/p\u003e\n\u003chr\u003e\n\u003ch2\u003e🥷 Start Every Concrete Curbing Opportunity With Better Information\u003c\/h2\u003e\n\u003cp\u003eThe finished curbing may be what the customer sees.\u003c\/p\u003e\n\u003cp\u003eBut a successful project starts much earlier.\u003c\/p\u003e\n\u003cp\u003eWith the layout.\u003c\/p\u003e\n\u003cp\u003eThe measurements.\u003c\/p\u003e\n\u003cp\u003eThe design preferences.\u003c\/p\u003e\n\u003cp\u003eThe existing conditions.\u003c\/p\u003e\n\u003cp\u003eThe customer's goals.\u003c\/p\u003e\n\u003cp\u003eAnd the details you need to prepare an accurate, professional proposal.\u003c\/p\u003e\n\u003cp\u003eThe \u003cstrong\u003eConcrete Landscape Curbing Client Intake Form\u003c\/strong\u003e brings those pieces together in one organized, reusable document.\u003c\/p\u003e\n\u003cp\u003eIf you're ready to move beyond scattered notes and inconsistent lead questions, this editable intake form gives your curbing business a more professional system for starting each new opportunity.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eAsk the right questions. Understand the property. Capture the customer's vision. Build the proposal from better information.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cem\u003eA client intake form doesn't replace final site measurements, layout approval, technical evaluation, or professional judgment. It provides an organized framework for collecting preliminary customer and project information.\u003c\/em\u003e\u003c\/p\u003e","brand":"My Business Ninja","offers":[{"title":"Default Title","offer_id":49096189575423,"sku":null,"price":15.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0785\/5207\/2447\/files\/ClientIntakeForm_7b17be48-15a9-4ab6-88a4-8362c562e893.png?v=1787788884","url":"https:\/\/mybusinessninja.net\/products\/concrete-landscape-curbing-client-intake-form","provider":"My Business Ninja","version":"1.0","type":"link"}