Client Intake Form
This form is part of the onboarding process that follows contract signing and invoicing.
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Business Details
General Information
Communication
Communication is pivotal to a successful working relationship
How often do you like to get work updates and reports?
Daily
Weekly
How do you prefer to be contacted? Please rank options from most preferred to least preferred choice.
If you are a retainer client, are you willing to do weekly 1-on-1 meetings to check-in, brainstorm, strategize, etc. about upcoming business endeavors?
Yes
No
What are your 'available hours' and days to be contacted?
Tools & Software
Technology tools, systems and software
Project Management/Productivity Tools
CRM/Sales
Tech tools for vid/photo editing, file compressing/transfer, etc.
Documentation/Data Entry
File Storage/Database Management
Content Creation
Communication
Sócial Media (scheduling, management, marketing/advertising tools)
Accounting/Bookeeping
AI Tools/Software
Other tools of software in your tech stack
Continue Later
COMPLETE INTAKE ✓
Should be Empty: