Client Intake and Progress Tracking Form

Client Intake and Progress Tracking Form

This form is designed to gather essential client information for credit repair and business funding services, track progress, and schedule follow-ups to ensure effective management and support.
Client Full Name*

First NameLast Name
Email Address*
example@example.com
Phone Number*
Please enter a valid phone number.
Residential Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Personal Credit History and Details
Business Funding Needs and Details
Upload Credit Reports and Documents

Cancelof
Additional Notes and Client Interactions
Client Progress Status (1 = New, 5 = Fully Repaired/Funded)

1

2

3

4

5

1 is Least Progress, 5 is Most Progress
Follow-up Schedule and Comments
Should be Empty: