HospIQ Consulting – New Client Intake Form

Please verify that you are human* This field is required.

Full Name* This field is required.

First Name

Last Name

Business Name* This field is required.

Email* This field is required.

example@example.com

Phone Number* This field is required.

Please enter a valid phone number.

Business Address

Street Address

Street Address Line 2

City

State / Province

Postal / Zip Code

Country

Website or Social Media Links

Business Type (check all that apply)* This field is required.

Hotel/Resort

Vacation/Cabin Rentals

RV Park / Campground

Café/Restaurant

Bar or Brewery

Attraction or Venue

Retail/Gift Shop

Tour Operation

Other

Brief Description of Your BusinessThe more detail, the better!

Years in Operation

Are you the owner/operator?

If not, who is the decision maker?

Data PointsPlease answer all that apply to help us set data points for your consult.

Do you have Peak Season(s)?

Average Monthly Revenue

Occupancy/Guest Volume (per month)

Number of Units/Rooms (if lodging)

Average ADR (if lodging)

Food & Beverage Sales Monthly (if applicable)

Retail/Gift Sales Monthly (if applicable)

Average Payroll (Monthly)

Staffing & Management Data

Number of Full-Time Employees

Number of Part-Time/Seasonal Employees

Do you have an active management team?

If yes, please list key roles and responsibilities:

Are you experiencing any staffing issues or shortages?

NOYES

If yes, please explain:

Which areas are currently causing the most frustration or inefficiency?* This field is required.

Scheduling/Staffing

Cleaning Standards/Guest Satisfaction

Revenue Management

Guest Experience/Online Reviews

Marketing & Promotion

Menu Design & Food Costs

Inventory/Ordering

Maintenance/Upkeep

Systems & Technology

Other

Do you currently have SOPs (Standard Operating Procedures)?

YESNO

Do you conduct staff training or onboarding programs?

YESNO

If yes, describe briefly:

Do you have a current marketing strategy or plan?

YESNO

What marketing platforms do you actively use? (Check all that apply)

Facebook

Instagram

TikTok

Email Campaigns

Website/SEO

Google Ads

Print Advertising

Partnerships

What are your top marketing challenges?

Content Creation (Photo/Video)

Consistency in Posting

Strategy & Planning

Branding/Graphic Design

Website Maintenance/Updates

Generating Bookings/Sales

Tracking ROI

Other

Do you currently have a budget?

YESNO

Do you currently have a financial forecast?

YESNO

Are your revenue and expenses tracked monthly?

YESNO

What accounting/bookkeeping software do you use?

Biggest financial challenge right now:

What is your current average star rating on Google?

Are you listed on any of the following platforms?

Google

Yelp

Facebook

TripAdvisor

Booking.com

Airbnb

Other

How often do you monitor or respond to reviews?Be Honest! It's okay if you don't, we're here to help.

How would you describe your recent guest feedback?

What are common compliments your business receives?

What are common complaints your business receives?

On a scale of 1–10, how satisfied are you with the current performance of your business?* This field is required.(1 = Very Unsatisfied, 10 = Extremely Satisfied)

What is the most stressful part of your business right now?* This field is required.

What part of your business are you most proud of?* This field is required.

What do you wish you had more time to focus on?

How many hours per week do you currently work?* This field is required.

Do you feel your business is ready to grow or scale?* This field is required.

YESNO

What are your goals?* This field is required.

What are the biggest barriers?* This field is required.

How confident do you feel in your leadership team or staff?* This field is required.

What are your top 3 priorities you want to address during our consultation?* This field is required.

Priority #1

Priority #2

Priority #3

Are you interested in:* This field is required.

One-Time Consulting

Ongoing Support/Coaching

Onsite Visit or Evaluation

Custom Project (Menu, Website, Brand Design, etc.)

Mystery Guest Stay or Visit

Task Force Management Support

What is your ideal timeline to begin working together?* This field is required.

Immediately

30 Days

60+ Days

Just exploring options

Preferred Consultation Time(s):

Morning

Afternoon

Evening

Terms & Conditions + Legal Disclaimer* This field is required.By submitting this form and participating in any consultation with HospIQ Consulting, you acknowledge and agree to the following terms: Consultation Scope HospIQ Consulting (“Consultant”) provides business advice, strategic guidance, and professional recommendations based on the information provided by you (“Client”) and best industry practices. Our services include, but are not limited to: hospitality operations consulting, marketing support, brand development, financial forecasting, and operational assessments. All services and communications are intended solely for informational and advisory purposes. No formal services are provided beyond the consultation unless outlined in a separate signed agreement or contract. No Guarantees of Outcome Client understands and agrees that all strategies, plans, and recommendations made by HospIQ Consulting are based on industry knowledge, experience, and available data but do not guarantee any specific outcome, financial result, or business performance improvement. Success depends on numerous variables outside the control of HospIQ Consulting, including but not limited to: Client implementation, staffing, local economic conditions, customer behavior, competition, and external market forces. Client Responsibility Client is solely responsible for the decisions they make based on the guidance received during any consultation or service. HospIQ Consulting assumes no liability for the outcomes of those decisions, whether positive or negative. It is the Client's responsibility to evaluate and implement any advice or resources provided. Limitation of Liability HospIQ Consulting shall not be held liable for any direct, indirect, incidental, special, or consequential damages, losses, or liabilities resulting from the use or attempted use of the services, advice, or materials provided. Under no circumstances shall the Consultant’s total liability exceed the fees paid by the Client for services rendered. Confidentiality All information shared during the consultation is treated as confidential and will not be disclosed to third parties without written consent, except where required by law. Consent & Agreement By checking the box and submitting this form, you agree to the above Terms & Conditions and acknowledge that: You understand this is an informational consultation only and not a contract for ongoing services. You agree that HospIQ Consulting is not liable for the success, failure, or performance of your business. You consent to receive follow-up communication regarding this inquiry and future services. Disclaimer: HospIQ Consulting is not a legal, financial, or accounting firm. Any information provided should not be interpreted as legal or tax advice. We recommend consulting a licensed attorney or CPA for legal or financial matters.

Yes, I AGREE to the Terms & Conditions + Legal Disclaimer

No, I DO NOT AGREE to the Terms & Conditions + Legal Disclaimer

(Signature) Agree to the Terms & Conditions + Legal Disclaimer

Consent to Communications* This field is required.I consent to receive follow-up communication from HospIQ Consulting related to this consultation, including email, phone, or SMS.

YES, I consent to receiving communications via email, phone, or SMS.

NO, I DO NOT consent to receiving communications via email, phone, or SMS.

HospIQ Consulting – New Client Intake Form