New Client Intake Questionnaire — Business Owner Edition
Please complete this form to help us understand your business and how we can support your goals.
About You & Your Business
Full name
*
First Name
Last Name
Business name
*
Industry/Sector
*
Please Select
Retail
Food & Beverage
Health & Wellness
Beauty & Personal Care
Technology
Professional Services
Creative Services
Construction & Trades
Real Estate
E-commerce
Other
Business website
City, province or state
*
How long have you been in business?
*
Please Select
Less than 1 year
1–2 years
3–5 years
6–10 years
10+ years
Business structure
*
Please Select
Sole proprietor
Partnership
Corporation
LLC/Inc
Non-profit
Other
Your Business Today
How many employees or contractors do you currently have?
*
Please Select
Just me
1–5
6–15
16–50
50+
Approximate annual revenue
*
Please Select
Pre-revenue
Under $50K
$50K–$150K
$150K–$500K
$500K–$1M
$1M+
Top 3 revenue streams or services
*
Describe your ideal customer or client in a few sentences.
*
Challenges & Goals
What are your biggest business challenges right now?
*
Cash flow management
Finding and retaining clients/customers
Marketing and visibility
Operations and systems
Team building and HR
Pricing and profitability
Brand identity
Legal and compliance
Scaling and growth
Work-life balance
Other
What does success look like for you in the next 12 months?
*
What is your primary goal for working together?
*
Operations & Tools
Which tools or software do you currently use to run your business?
*
QuickBooks/accounting software
CRM (e.g. HubSpot)
Social media scheduling tool
Project management tool
POS system
Email marketing platform
None yet
Other
How do you currently track your finances?
*
Please Select
Spreadsheets
Accounting software
Bookkeeper/accountant
I don't currently track
Other
Do you have a business bank account separate from personal?
*
Yes
No
Working Together
How did you hear about us?
*
Please Select
Referral
Instagram
Google
LinkedIn
Word of mouth
Existing client
Other
Preferred communication style
*
Please Select
Email
Phone
Video call
Text/WhatsApp
Anything else you'd like us to know before our first session?
Submit
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