THE CORE
Client Intake Form
We're honored that you're interested in working with The CORE.
Please complete the form below as thoroughly as possible. Your responses help us discern alignment, scope, and next steps. A member of our team will follow up with you after review.
1. Basic Information
Full Name
Name
First Name
Last Name
Preferred Name (if different):
Email Address:
example@example.com
Contact Number (WhatsApp / Phone):
Format: (000) 000-0000.
2. About You / Your Entity
Are you applying as:
Are you applying as:
An individual
A business
A nonprofit / ministry
An organization or institution
Other
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Name of Business / Organization / Ministry (if applicable):
Primary Location:
City:
Country:
Website (if applicable):
Social Media Handles (if applicable):
Instagram:
Other platforms:
3. Services You're Interested In
(Select all that apply)
Services You're Interested In
Social Media Management
Website Design
Website Management / Maintenance
Product Catalog Build / E-commerce Support
Technical Documentation
Business / Systems Structuring
Tutoring / Academic Support
Consulting / Strategy
Nonprofit / Ministry Support
Other
4. Project Timing
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When would you ideally like to begin?
Immediately
Within 1 month
Within 2-3 months
Flexible / Not sure yet
If you have a specific start date in mind, please state it:
5. Context & Background
Please tell us a little about yourself, your organization, or your project, and what led you to reach out to The CORE.
(You may include current challenges, goals, or areas where you feel support is needed.)
6. Goals & Expectations
What are your primary goals for the next 3-6 months as it relates to the service(s) you selected?
7. Scope Awareness
Which statement best reflects your current position?
(This helps us recommend the right structure.)
Which statement best reflects your current position?
I have a clear vision and need execution support
I have a general idea but need guidance and structure
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I am starting from scratch
I am unsure and need discernment before moving forward
8. Budget Considerations
To help us determine feasibility and alignment, please indicate your estimated budget.
I am seeking a one-time project
Estimated project budget:
I am seeking ongoing support / a retainer
Estimated monthly budget:
I am unsure and would like guidance
(Please note: Budget transparency helps us steward both your resources and ours responsibly.)
9. Additional Information
Is there anything else you'd like us to know before we review your request?
10. Referral Source
How did you hear about The CORE?
Referral
Social Media
Website
Word of Mouth
Other:
Other
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11. Acknowledgement
By submitting this form, you acknowledge that:
Submission does not guarantee acceptance
All engagements are subject to alignment, availability, and formal agreement
I understand and agree
Submission
Thank you for taking the time to complete this form.
We review all inquiries with care and intention.
The CORE Team
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