Consulting Client Intake Form Template

Welcome: Thank you for your interest in consulting services through Unique Expressions Enterprise Group (UEG), provided by Unique Expressions Management LLC (UEM). This intake form is designed to help us better understand you, your business or organization, your goals, and the services or support you are seeking.

Please provide complete and detailed responses whenever possible. The information you provide will be used to evaluate your needs, prepare for your consultation, and determine how UEM can best assist you.

Information submitted through this form will be treated as confidential business information and used for purposes related to your inquiry, consultation, and requested services.

Please note: Submission of this intake form does not create a client relationship or guarantee acceptance of services. Services, scope of work, fees, and any applicable terms will be confirmed separately before services begin.

Thank you for considering Unique Expressions Enterprise Group. We look forward to learning more about your needs and exploring how we may assist you.

Contact Person Filling Out Form:

First NameLast Name

Position/Title:

Phone Number

Area CodePhone Number

E-mail

Preferred Method of Contact:

When is the best time to contact you?

How did you hear about us?

Name of Business, Company, Organization, or Brand

Business Description:

Nature of Business

Business Category:

Industry/ NAICS Code(S)

Annual Revenue Estimate:

How long have you been doing business?

Tax Classification:

Name(s) of owner(s), partner(s), or proprietor(s)

Rows	Name	Title	% of Ownership	Date of birth	SSN	Phone	Email	Address
Name

Name(s) of owner(s), partner(s), or proprietor(s)

Rows	Name	Title	% of Ownership	Date of birth	SSN	Phone	Email	Address
Name

Number of Employees:

Business EIN:

Business E-mail

example@example.com

Business Website

example@example.com

Business Number

Area CodePhone Number

Business Fax

Area CodePhone Number

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Mailing Address if different

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Name of CPA/Tax Accountant:

CPA/Tax Accountant Phone Number or Email:

Name 1 - 3 things you need help with.

List requests in the box above

Name 2 passions that you have.

Name 2 goals for this need.

How long have you spent on this endeavor?

Please check the areas where you feel our assistance is needed to help grow your business and reach your goals.

Describe your business product or service:

Who is your target market?

How would you describe your present customer? Describe demographics, geography, and so on.

What message do you want to send to your present and potential customers?

What are your finance options for securing our services? What is your estimated budget for the services you're looking for?

Do you want to hire us on a retainer or by the hour?

When would you like to get started? List approximate or exact date?

What are the goals of your marketing strategy? As an example. Branding, awareness, sales, and so on.

What do you consider a success at the end of this a goal in mind?

What is your marketing budget? Do you want to advertise weekly, monthly, quarterly, or annually?

Unique Expressions Management LLC has the right to limit services to persons, businesses, and organizations best suited to our agency's goal and vision. The agency will endeavor on behalf of its clients to establish relationships with contacts supplied in order to best serve its clients' overall goals. Unique Expressions Management LLC's goals are to deliver quality and professional services to all clients in the design, execution, promotion, and creation of successful business development, marketing, and sales.

I acknowledge that I have read this client intake questionnaire form and have agreed to disclose information on it for the purpose of evaluation and consultation services provided by Unique Expressions Management LLC.

Company Name:

Signature

Date

Thank you for taking the time to consider Unique Expressions Management LLC as a potential business consultant and partner! We are excited about the opportunity for working with you.

Unique Expressions Enterprise Group

Business Information

How can we Help?

Marketing Needs