My privacy notice
I send out a privacy notice to all clients before I or talk with them, usually with an all about you form and an email explaining when they return the form with their information on it that confirms their consent for me to keep their information in line with GDPR.
All about you form
An initial form for clients to gather information before I meet them, this combined with the privacy notice supports me to make a good judgement on whether to chat further with them or not.
e-mail assessment letter
My email assessment template.
Watercolour information
Watercolour sheet on what to collect to offer this to clients or this can be sent to the client for a zoom session.