NEW CLIENT INTAKE FORM | ALC Consulting Group

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

Phone

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?

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?

If yes, how many employees do you manage?

Do you have any corporate experience or have you been in business/entrepreneur since you began your career?

If you have independent contractors, how many and in what capacity (how does they serve your business?

What do you hope to get out of this session?

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?

If so, provide website name

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

If you wish to upload any documents that you feel may be helpful during our session, please do so here:

Upload File

Select a date

Thank you! We’ll be in touch.