Client Form for proposal

Client Form for proposal

This form will help us create a custom setup for your business. Once form is completed you will be redirected for a booking consultation
Name

First NameLast Name
Business Basics Details

These help us identify your category and compliance needs
What is your business name
What is your business type
Country
Business type/industry (e.g., consulting, e-commerce)?

Current Operations and Tools

Tell us about your routine— we'll translate this into efficient workflows. List any apps or software—no worries if none; we recommend based on this
How do you handle scheduling (e.g., email, basic calendar)?
How do you collect customer info/forms (e.g., email, paper)?
How do you manage contracts/agreements (e.g., docs via email)?
How do you track payments/finances (e.g., spreadsheets, bank)?
How do you track leads/customers (e.g., notes, inbox)?
How do you manage tasks/projects (e.g., lists, shared files)?
List any apps/tools you use (e.g., Google Calendar, Stripe, none).