Private Client Onboarding Form

CLIENT CONTACT INFORMATION & PREFERENCES

Direct client contact is not required but is encouraged to help ensure services accurately reflect the client's preferences and goals. Representatives may assist with scheduling, communication, or project coordination as needed.

Please provide the client's direct contact information below. This information will only be used if the client chooses to communicate directly, requests direct involvement, or if communication with the designated representative is no longer available. Client information is strictly confidential.

Client's Full name

Last NameFirst Name

Client's Email

Will communication be managed directly through the client or through a representative?

Client's preferred method of contact (select all that apply)

Client's phone number

Format: (000) 000-0000.

Would the client like direct project updates? (select all that apply)

Other

REPRESENTATIVE CONTACT INFORMATION

Representative's full name

Last NameFirst Name

Representative's email

Role or relationship to client

Representative's preferred method of contact (select all that apply)

Representative's phone Number

Which actions is this representative authorized to perform on behalf of the client? (Select all that apply)

LOCATION & LANGUAGE PREFERENCES

Ashly is an English-speaking consultant who welcomes both domestic and international clients. To help ensure clear communication, please indicate whether electronic translation tools may be needed during your session.

Please specify the language(s) that may require translation assistance.

AYD Consulting currently provides services in select countries. Please indicate your country of residence below.

Country of residence

CLIENT PROFESSIONAL INFORMATION & QUESTIONS

Business/Artist Name

If applicable

Industry or Professional Field

Does client currently maintain a public-facing presence, brand, or audience?

Other

What type of support structure is the client looking for? (select all that apply)

Which services is the client interested in? (select all that apply)

May this project or materials ever be referenced publicly, displayed in a portfolio, or discussed in promotional materials?

Other

Is client comfortable participating in a brief onboarding phone call, video session, or providing additional professional verification if necessary?

Other

Please describe client's goals or reasons for contacting AYD Consulting. (optional)

Are there any questions or concerns for Ashly to address? (optional)

Please create a unique security phrase that is difficult to guess and not easily associated with you. This phrase will be used to verify your identity if you need assistance accessing your account. Be sure to save your phrase in a secure location, as it may be required for future account recovery.

Private client services are reviewed individually based on confidentiality requirements, project scope, communication needs, and service compatibility. Submission of this form does not guarantee acceptance or establish a professional relationship.

By signing and submitting this form, the client and any authorized representatives interacting on their behalf confirms that all information provided is accurate and truthful to the best of their knowledge.

Client or Representative Signature

Date