Client Intake Questionnaire
Completing this intake form allows me to learn about you before we meet. We can also be more efficient in our Zoom session..
Name
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E-mail
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Website
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If you don't have a website, how do prospective clients find you?
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Primary Social Platform
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Please share your time zone.
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What is your niche (business specialty)?
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Are you currently working with a team (virtual professional)?
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Are you generating consistent income in your business?
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Yes
No
If yes, what is your average monthly revenue?
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Below $500
$1,001-$3,000
$3,001-$5,000
Above $5,000
Do you have an initial budget for hiring someone to help you sort out these frustrations and issues? How much is your budget?
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How did you hear about Share Your News (e.g., online search, referral, etc.)?
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What issue brought you to contact me?
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What is the primary frustration you feel is holding you back in your business?
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Have you purchased any courses or resources to help your business?
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Do you have workflows/checklists set up in your business? If yes, please describe them below.
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What have you tried to do to change this situation?
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What is your ideal date for starting this project?
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Is there anything else I should know?
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Submit
Should be Empty: