top of page
HOME
ABOUT
SHOP
SERVICES
EVENTS
UPCOMING EVENTS
CONTACT
Log In
Client Intake Form
ONLY NEW CLIENTS MUST COMPLETE THIS FORM BEFORE THEIR FIRST SESSION
Please fill out the entire form prior to your first session
First Name
Last Name
Email
Phone
What session did you book?
Entity Name
Business Service or Product (Please provide a brief explanation of your business' service or product offered, what you offer/sell)
Business Address
Is it an LLC or Corp. or something else?
Where is your principle place of business? Where do you conduct business out of, your headquarters, or someplace else? Is your business national or international?
Is your business a legal entity?
Choose an option
In what state was your business formed?
Highest level of education
What year did you graduate?
Do you hold any licenes or certifications? If so, what are they?
Are you a new entrepreneur or an experienced entrepreneur?
How long have you been in business or an entrepreneur?
Do you currently manage any employees?
Choose an option
If yes, how many employees do you manage?
Do you have an onboarding process when hiring employees?
Choose an option
Do you track your employees' performance?
Choose an option
Do you have any corporate experience or have you been in business/entrepreneur since you began your career?
Do you have an HR system in place?
Choose an option
Do you currently work with independent contractors?
Choose an option
If you have independent contractors, how many and in what capacity (how does they serve your business?
Do you have any contracts in place when working with independent contractors?
Choose an option
Do you have any performance management procedures for low performing employees?
Choose an option
What do you hope to get out of this session?
Have you ever worked with a business consultant prior to this session?
Choose an option
Do you currently work with a business coach?
Choose an option
What are your current short-term goals for your business (6-12 months)?
What are your current long-term goals (12-18 months)?
How do you see yourself running your business in 5 years from now? (i.e., remotely, brick and mortar, opening up branches or store fronts, hiring employees, hiring a manager to have your business run without your presence, etc.)
Where do you see your business 5 years from now?
Do you currently market your business on social media?
Choose an option
If yes, which ones?
Instagram
Facebook
Twitter
Pinterest
Other
Are you planning to scale your business through social media?
Choose an option
Do you currently have an email list or email subscription?
Choose an option
Do you currently have a website?
Choose an option
Does your website have a privacy policy/terms of use?
Choose an option
Do you use any legal forms, contracts, templates?
Choose an option
If so, provide website name
Does your website contain important disclaimers?
Choose an option
If yes, are they attorney drafted or downloads from the internet or other sources such as Etsy?
What are your current strengths (personal)?
What are your current business strengths?
What are your developmental areas and current challenges (personal)?
What are your business' developmental areas and current challenges?
List any specific questions/concerns or items you wish to discuss and address during our session
Your Signature
Clear
If you wish to upload any documents that you feel may be helpful during our session, please do so here:
Upload File
Upload supported file (Max 15MB)
Select a date
Submit Form
Thank you! We’ll be in touch.
bottom of page
