Palette Solutions Client Intake Form
Thank you for your interest in Palette Solutions with the in-house Creative Business Architect! This form will help us understand your needs and determine the best solutions for your business. Please complete the details below, and we will follow up with a customized service proposal.
Client Information:
Full Name
*
First Name
Last Name
Business Name:
Phone Number
*
Format: (000) 000-0000.
E-mail
example@example.com
Website (if applicable):
Social Media Pages (list below is possible):
Preferred Contact Method
Email
Phone
Video Call
Social Media DM
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Business Overview
Industry/Business Type:
How long have you been in business?
Describe your business in a few sentences:
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Current Challenges & Needs
What are your biggest pain points in your business right now? (Check all that apply)
Admin & Inbox Management
Social Media Content & Scheduling
Customer Support
Marketing & Branding Support
Document & File Organization
Project Management
Other
What tasks are taking up the most of your time that you’d like to offload?
What systems/tools do you currently use? (e.g., Canva, Trello, Google Suite, CRM, etc.)
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Service Requirements & Budget
What type of support are you looking for?
One-time project
Ongoing support
Not sure yet, need guidance
How many hours per week/month do you estimate needing assistance?
5-10 hrs/week
10-20 hrs/week
20+ hrs/week
Project-based only
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Additional Information
Are there any specific deadlines or urgent needs?
What’s the best outcome you’d like from working with a VA?
Any other notes or special requests?
How did you hear about us?
*
Please Select
Newspaper
Internet
Magazine
Other
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Next Steps:
Once we receive your completed form, we will review your needs and provide a tailored service recommendation along with pricing details. You can expect a response within 1-2 business days. From here we can create proposal for you to best fit your business needs.
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