Getting to Know Your Business
Please complete as accurately and detailed as possible to ensure we have a full picture of how we can help you reset your lifestyle.
Business Client Information
Your Name
Name of individual completing this form
Name of Business
Business Type
Busness Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Business Email Address
*
example@example.com
Business Street Address
Business City
*
Business State
*
Business Zip Code
*
Preferred Method of Communication
*
Phone
Text
Email
Please specify all days of the week and times of the day you are available for a consultation call:
i.e, Mondays at 6PM, Tuesdays at 2PM, etc.
Services Requested
Business Management
Organization
Inventory Management
Errands
Scheduling
Other
Business Maintenance
Cleaning Oversight
Vendor Coordination
Repairs Coordination
Seasonal Prep
Other
Business Assistance
Calendar Management
Travel Planning
Shopping Assistance
Concierge Support
Other
Other Services Requested
Business Access Information
Will the Lifestyle Manager require access to your business?
*
Yes
No
Preferred access method
Key
Lockbox
Smart lock code
Remote entry
Other
Special instructions for business access
Important Business Information
Preferred Service Days
*
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Preferred Service Hours
Important Business Contacts
Business Client Goals
Business Client Goals
*
Examples: Work-Life Balance, Team Building, Increased ability to focus on Business Revenue
Specific Business Concerns or Priorities
*
Additional Intake Questions
Biggest Challenges in Managing your Business
*
Tasks That Would Make the Biggest Difference if Delegated
*
Business Routines or Preferences
*
Anything Else You Would Like Us to Know
Submit
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