TAILORED BUSINESS CONSULTING
Strategy. Clarity. Results.
30 DAY GUIDE PLAN
4 Weeks | $400
30 DAY GUIDE PLAN - CLIENT INTAKE
Step-by-step guidance to get you started.
CLIENT INFORMATION
Full Name
First Name
Last Name
Business Name
Email
example@example.com
Phone
Format: (000) 000-0000.
Website / Social
BUSINESS STAGE & MEETING PREFERENCE
Business Stage
Startup / Idea Stage
Existing Business
Rebrand / Restructure
Other
Preferred meeting form:
Zoom
Google Meet
Microsoft Teams
Phone Call
SERVICE AREA
Service Area Options
Homemaker & Companion Services
APD Medwaiver & Support Services
Group Home & Supported Living
Supported Employment Services
Healthcare & Non-Medical Services
Training & Education Businesses
Documentation & Compliance Services
Payroll & HR Management Services
Startups & Small Business Development
Cleaning & Facility Services
Client Case Documentation / Note Transcribing
FLMMIS Billing Assistance
Policy & Procedure Development
NDA Preparation & Review
Other Industry / Service Area
BUSINESS SNAPSHOT
Briefly describe your business, current situation, and the main challenge you want to address.
Business Description
PLAN-SPECIFIC QUESTIONS
What is the primary result you want to achieve in the next 30 days?
List your top three priorities for the next four weeks.
What is currently slowing down or blocking progress?
850-815-6922 | consult@tailoredsvcs.com | www.tailoredsvcs.com
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TAILORED BUSINESS CONSULTING
Strategy. Clarity. Results.
30 DAY GUIDE PLAN
4 Weeks | $400
PLAN TERMS, POLICIES & DISCLAIMER
SELECTED SERVICE SUMMARY
30 DAY GUIDE PLAN
Duration: 4 Weeks
$400
Step-by-step guidance to get you started.
Primary focus: Clear direction
Action strategy
Weekly momentum
REQUIRED POLICIES
A nondisclosure agreement (NDA) is mandatory to protect Tailored Business Consulting intellectual property, materials, and shared ideas.
Unlimited calls, texts, and emails are not included. Communication is limited to the scheduled time and support level for the selected service.
Dedicated consulting time is scheduled according to the selected consultation or plan.
Additional time requires a separate scheduled appointment and may require an additional fee.
All payments are non-refundable.
Products, templates, workbooks, and resources are for the client's own business use only and may not be resold, redistributed, or shared.
CONSULTING DISCLAIMER
All consulting services are provided for informational and educational purposes only. Tailored Business Consulting does not guarantee specific results. Outcomes depend on the client's direct involvement, implementation of strategies, and factors beyond the consultant's control, including market conditions, licensing, funding, and third-party actions.
Tailored Business Consulting is not acting as a licensed attorney, accountant, or tax professional. Nothing provided constitutes legal, financial, accounting, or tax advice. Clients should consult an appropriately qualified professional for those services.
By working with Tailored Business Consulting, the client acknowledges responsibility for business decisions, compliance, implementation, and results.
CLIENT ACKNOWLEDGEMENT
I have reviewed the selected service, duration, fee, and stated purpose.
I understand that consulting results are not guaranteed and depend in part on my participation and implementation.
I understand that payment is non-refundable and that additional consulting time may require a separate paid appointment.
I agree to the required policies and disclaimer above.
Client Name
First Name
Last Name
Date
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Initials
Typed Signature / Full Legal Name
Office Hours: Tuesday - Thursday, 9:00 AM - 4:00 PM | By appointment only
850-815-6922 | consult@tailoredsvcs.com | www.tailoredsvcs.com
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