Client Intake Form

Client Intake Form
Client Information
Name

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Text or Call?

TextCallBoth are okay
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Vehicle Preferences
New or Pre-Owned?

NewPre-OwnedUnsure
Year Make Model Preference?
Top three preferred colors
Trim level/Must-have features
Year Range
Max Mileage (if pre-owned)
Deal breakers
Budget
Target budget range
Absolute Maximum Budget
Are you working with a down payment? If so, how much?
Financing Information
Are you Pre-Approved?

YesNoNeed help getting financing
Do you have a preferred lender?
Trade-In Information (if applicable)
Year/Make/Model
Mileage
Condition (scale of 1-10)
Known issues
Payoff balance (if applicable)
Purchase Timeline
When are you ready to purchase?

Ready Now1-2 weeks30 daysFlexible
Any blackout dates or vacations?
Communication Preferences
How often would you like updates?

FrequentAs-neededWeekly Summary
Preferred Contact Method?

CallTextEmail
Service Tier Confirmation

DRYVYN Lite - $299DRYVYN Concierge - $599DRYVYN Elite - $899 (local only)
By signing this form, you confirm that you are hiring DRYVYN to act as your personal car buying concierge under the selected service tier. You understand that while DRYVYN does not physically sign this form, your submission represents a mutual agreement to the stated terms of service.
Signature

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Date

MonthDayYear
Date
Should be Empty:

Client Information