LTE Business Solutions Client Profile
Congratulations on taking the next step toward achieving your goals! To ensure your services are tailored to your unique needs and vision, please complete the following New Client Profile Form. This information will help us better understand your objectives, preferences, and any specific requirements, allowing us to provide exceptional support and deliver results aligned with your expectations. Please fill out the form at your earliest convenience so we can begin this exciting journey together. Thank you for choosing us as your partner for success!
Business and Organizational Details
Client Name
*
First Name
Last Name
Phone Number:
*
Industry/Area(s) of Focus
*
Company Name:
*
Company Email Address:
*
Confirmation Email
example@example.com
Company Address:
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Company Website
www.example.com
Is your organization home-based?
*
Yes
No
Organization Type
*
For Profit Business
Non Profit
Legal Structure
*
Sole Proprietorship
LLC, LLP
Corporation
Other
Client Preferences
Preferred Methods of Communication and Meetings
Email
Phone
Video Call
In Person
Virtual Meeting
Best Days and Times to Contact You
Services of Interest (Current/Future)
*
Project/Portfolio/Event Management
Entrepreneurship/Business Coaching or Training
Program Development
Non-Profit/Business Planning
Strategy Development, Alignment and Execution (For Profit/Non-Profit)
Graphic Design/Logo/Website Development
Business Growth/Optimization/Scaling
Business Process Development/Improvement
Organizational Dev./Mgmt/Reorganization
Tools, Forms, Templates and Resources Development
Office Organization/Efficiency
Business Documentation (Standard Operating Procedures, Employee Handbook, etc)
Process/Procedure Automation
App Planning & Design
Not sure
Other
Notes: (Use this area to enter additional information about your company)
Requested Start Date
-
Month
-
Day
Year
Date
Company Documents
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