Make It Happen Business Consulting Intake Form
Full Name
First Name
Last Name
Mobile Number
Format: (000) 000-0000.
Your Email Address
example@example.com
Business Main Telephone Number
Format: (000) 000-0000.
Business Name
What industry are you in?
Animal Products/Services
Auto Products/Services
Beauty Products/Services
Business Products/Services
Catering/DJ/Events
Child Care Services
Cleaning Products/Services
Consulting
Dentist
Electician
Florist
Government/Non-Profit
Health & Wellness Products/Services
Healthcare Provider
Home Improvement & Maintenance
HVAC
Insurance
Lawn Care
Legal Services
Locks & Locksmiths
Moving & Storage
Other Home Services
Photography
Plumbing
Real Estate
Roofing
Special Event Venue/Restaurant
Veterinarian
Wedding Products/Services
Other
What are your specialties within your industry?
How many employees do you have?
0-3
4-8
More than 8
What stage are you in your business?
Start Up
Slow Growth
Re Structure
Quick Growth
Retiring and selling
Closing
Considering Starting
What is your unique market niche or why do people typically choose you over their other options?
Does your business have a color scheme?
Have you ever surveyed or looked at feedback on how clients/potential clients view interacting with your business online?
Yes
No
Who supports your website?
I don't have one
Self Serve
Hired Designer/Developer
Hired Maintenance
I provided the content
The content was created for me
Other
Website Software
What are you wanting people to do when they find your business?
Book Services
Buy Something
Get an estimate
Find Information/Self Help
Other
How do you want people to connect with you?
Text
Email
Chat
Fill Out A Form
Book Online
Call
Other
How quickly do you respond?
How do you keep your day/notes/requests/work organized?
Pen/Paper
Free Calendar
Software Calendar
Other
Do customers ever ask for information about goods/services/choices/pricing?
Yes
No
Where do you feel that you need the most help right now in your business? You may choose several options if needed or type in your response.
Where
Social media/technology
Getting Started
Organization
Other
How are you invoicing?
What forms of payment do you accept?
Cash
Check
Credit Cards
ACH Payments
Apple Pay/Google Pay
Bit Coin
Subscription Payments
Other
Do people ask for other options to pay you?
Transaction Software
How do you say Thank you after the transaction?
Receipt
Email
Text
Personally
Other
How often do you reach out during the year to stay connected?
And what do you say when you connect?
Happy Birthday
Happy Holidays
Service Reminders
Specials
Community Information
Industry Information
About your business
Other
If I can build a strategy that is tailored to your business growth and implement an action plan that yield results would you be ready to take the next step to making it happen after your FREE business look session
Yes
No
Save
Submit
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