The Access Guild: New Client Information Form

New Client Intake Form

We require a New Client Intake Form to ensure strategic alignment, protect confidentiality, and curate only high-value, trusted connections within our global network.
Contact Information

Section 1
Name

First NameLast Name
Company Name
Title
Email
example@example.com
Phone Number
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
How did you hear about us?
Business or Initiative Overview

Section 2
Briefly describe your business, project, or initiative in one sentence
What sector, industry, or community are you most active in?
What type of value do you offer? (e.g., service, product, capital, influence)
What traction or revenue (if any) has your business/project achieved to date?
How large is your team or organization (if applicable)?
What best describes you? (Select One)

Startup Founder / EntrepreneurExecutive / C-Suite LeaderFamily Officer or InvestorGovernment or Strategic AdvisorOther
Strategic Goals & Desired Connections

Section 3
What type of connections are you currently seeking (select all that apply)

Capital or Funding PartnersStrategic Business PartnershipsClients or CustomersMedia, PR, or Visibility OpportunitiesGovernment or Civic ContactsAdvisors, Executives, or Board MembersOther
What are your top business or strategic priorities over the next 6–12 months?
Are you actively fundraising or seeking partnerships to expand your business right now?
Do you have a pitch deck, executive summary, or strategic overview prepared?
How soon are you looking to activate this engagement or begin introductions?
Engagement Preferences

Section 4
Are you open to the following payment structures? (Select all that apply):

Monthly RetainerSuccess-Based Commission (10%–20%) on closed dealsEquity (advisory shares or convertible note)Hybrid or Custom Models
Have you worked with advisors, connectors, or capital consultants before?
Are you the decision-maker regarding strategic partnerships, capital raises, or advisory engagements?
What is your ideal outcome from working with The Access Guild?
Referral & Confidentiality

Section 5
How did you hear about The Access Guild?
Were you referred by someone in our network? (if so, who?)
Do you require an NDA prior to engagement?
Type a question
Do you represent or advise any other ventures we should be aware of to avoid conflicts of interest?
Compensation Structure Acknowledgment

Section 6
At The Access Guild, we operate under structured compensation models to ensure alignment, performance, and mutual value.

These Include:
1. Monthly Retainers for strategic access and advisory support
2. Success-Based Commissions of 10%–20% for capital raised or revenue generated from Guild introductions
3. Equity Compensation in select high-alignment partnerships
4. Hybrid Models that combine retainers, commissions, and/or equity
I acknowledge and understand The Access Guild’s compensation structure and agree to discuss and finalize a formal agreement prior to engagement.*

YesNo
Supporting Materials (Optional)

Please add any relevant documents
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New Client Intake Form

Contact Information

Business or Initiative Overview

Strategic Goals & Desired Connections

Engagement Preferences

Referral & Confidentiality

Compensation Structure Acknowledgment

Supporting Materials (Optional)