🧾Eight30.co Client Intake & Assessment Form

🧾Client Intake & Assessment Form

SECTION 1: GENERAL BUSINESS INFORMATION
Welcome to Your 830 Business Assessment!

This form helps us understand where you are in your business journey so we can recommend the best plan for you. It takes about 8–10 minutes. Answer as completely as you can — there are no wrong answers!
Date

MonthDayYear
Date
Full Name

First NameLast Name
Business Name (if applicable)
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email
example@example.com
Phone Number
Please enter a valid phone number.
Preferred Method of Communication:

EmailPhoneVideo CallOther
Preferred Consultation Time
Are you a(n):

Aspiring EntrepreneurStartupSmall Business OwnerFreelancerNonprofit
What brings you to Eight30.co? How can we help you?
How did you hear about us?

TikTokInstagramFacebookLinkedInSnapChatYouTubeReferralOnline searchEvent or webinarOther
SECTION 2: BUSINESS OVERVIEW
Do you currently have a business? (Yes/No)

YesNo - If No → Skip to Section 3 (Branding Info for Startup Support)
If Yes: How long have you been in operation?

Less than 1 year1-3 yearsOver 3 yearsN/A (Aspiring Entrepreneur)
Current Business Stage

IdeaStartupGrowthEstablishedScalingRebrandingOther
What industry is your business in (or planned to be in)? (e.g., Retail, E-commerce, Service, Manufacturing, Technology, Healthcare, Hospitality, Finance, Construction, and Transportation, etc.)
What products or services do you offer (or plan to offer)?
Legal Structure

Sole ProprietorshipLLCS-CorpC-CorpPartnershipOther
Do you have an EIN (Employer Identification Number)?

YesNo
Do you have a Business Bank Account Opened?

YesNo
Do you have Licenses or Permits?

YesNo
Team Size
Approximate Monthly Revenue
SECTION 3: BRANDING INFORMATION
What’s Your Mission Statement? If you don’t have one, briefly describe what your business stands for or what you aim to achieve. We can help refine it!
What’s Your Vision Statement? If you don’t have one, share your long-term goals or aspirations for your business. We’ll work together to craft it.
Core Values: List any key principles or values your business operates by. If unsure, leave blank, and we’ll help define these.
Unique Selling Proposition (USP): What makes your business stand out from the competition?
Current Branding Elements (check all that apply)

LogoColor PaletteFontsTaglineWebsiteSocial Media AccountsStyle GuideBrand Guidelines DocumentNone Yet
Do you have a business slogan, motto, or tagline?
Brand Voice
Brands you admire and why?
What are your biggest challenges with branding?
Upload Brand Assets (File Upload: Logo, Style Guide, Business Card, etc.)

Cancelof
Would you like a brand audit?

YesNo
SECTION 4: TARGET AUDIENCE
What is the Description of your ideal customer? If unsure, think about who would benefit most from your product or service. We can help define this.
What are the target demographics of your ideal customer (Age, Gender, Location, etc.)? If you’re uncertain, skip this for now, and we’ll explore it together.
What psychographics (lifestyle, interests) define your audience? Examples: Are they environmentally conscious? Do they value luxury or affordability? Leave blank if unsure.
What are your customers' pain points or needs? What problems are you solving for your customers? If you’re not sure, leave this blank for discussion.
Competitor Analysis: 1. Who are your top 3 competitors? If you’re unsure, list any similar businesses you admire. 2. What do you admire about them? 3. What makes your business different? If you’re unsure, we’ll work together to identify your unique strengths.
How do you currently (or plan to) reach your target audience? If you’re unsure, we can develop a strategy to reach your customers.

Social media marketing / Content CreationEmail marketingPaid advertisingEvents or community engagementEmail marketingSearch engine optimization (SEO)Influencer marketing
Where your audience hangs out online?

InstagramFacebookLinkedInTikTokYouTubePinterestOther
Have you created customer avatars before?

YesNo - → If No → Would you like us to help define them? (Below)YesNo
SECTION 5: DIGITAL PRESENCE
Which platforms do you currently use?

WebsiteSocial media profiles
Website URL (if available)

If you have social media profiles, please provide the handles or links:

	Please provide the handles or links
Facebook:
Instagram
Twitter (X):
LinkedIn
Pinterest
TikTok
YouTube
Medium
SnapChat
Other

Do you currently use an email marketing tool?

	Email Marketing Tool
Yes - If yes, which tool?
No - If No N/A

Do you use automation tools like Zapier or ClickUp?

YesNo
Do you have Google Analytics or a Facebook Pixel installed?

YesNo
Are you satisfied with your website and social presence? (Scale 1–5)
Are you satisfied with your current website and social presence?

YesNo
SECTION 6: MARKETING & OPERATIONS
Current Marketing Strategies (check all that apply):

Social MediaEmail Marketing CampaignsPaid Ads (Google, Facebook, etc.)SEO OptimizationNetworkingAffiliateContent Marketing (Blogs, Videos, etc.)Other
What are your current monthly sales or revenue goals?
What tools do you use to manage operations (e.g., CRM, POS, Inventory Management)?
Describe your current customer service process:
Do you have a content calendar or strategy?

YesNo
Do you use a project management tool?
Do you use AI tools (ChatGPT, Copilot, etc.)?

YesNo
SECTION 7: GOALS AND CHALLENGES

What are your top 3 short-term business goals?

	Top 3 Short-Term Goals
Goal 1:
Goal 2:
Goal 3:

What are your top 3 long-term business goals?

	Top 3 Long-Term Goals
Goal 1:
Goal 2:
Goal 3:

Timeline for Goals
What does success look like in 90 days?
How committed are you to investing time and resources right now? (Scale 1–5)
What are your main challenges (or anticipate)?

Branding and identityMarketing and customer acquisitionFinancial planning and budgetingDigital presence (website, e-commerce, social media)Operations and logisticsI’m not sureOther
SECTION 8: FINANCIAL & OPERATIONAL SETUP
Accounting Tools/Systems in Use:
Do you need help with financial planning, including budgeting or funding?

YesNo
Do you need help with business bank account setup or payment gateway?

YesNo
Are you interested in business credit guidance?

YesNo
SECTION 9: PHYSICAL LOCATION

(For Brick-and-Mortar Businesses Only)
Do you have a physical business location?

Yes (If yes, please provide address above)No
What type of space is it?

Retail storeOfficeRestaurant/food serviceFitness or wellness studioOther
Lease or Own
Do you have insurance coverage?

YesNo
SECTION 10: SCREENING QUESTIONS
What is your budget for this project?

<$500$500–$1,500$1,000–$2,500$2,500–$5,000$5,000-$10,000$10,000 +
Preferred Project Start Date
How soon are you ready to begin?
What is your ideal outcome after working with Eight30.co?
Have you previously worked with a consultant or agency? If so, what challenges did you face during those collaborations, and what was the overall outcome?
SECTION 11: Authorization & Terms

By signing below, you confirm that the information provided is accurate and understand that this form initiates your Eight30 Business Assessment process. Completion does not guarantee acceptance into a program until review is complete.
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🧾Client Intake & Assessment Form

Welcome to Your 830 Business Assessment!

SECTION 2: BUSINESS OVERVIEW

SECTION 3: BRANDING INFORMATION

SECTION 4: TARGET AUDIENCE

SECTION 5: DIGITAL PRESENCE

SECTION 6: MARKETING & OPERATIONS

SECTION 7: GOALS AND CHALLENGES

SECTION 8: FINANCIAL & OPERATIONAL SETUP

SECTION 9: PHYSICAL LOCATION

SECTION 10: SCREENING QUESTIONS

SECTION 11: Authorization & Terms