Client Intake Form

Client Intake Form

Please complete this form prior to your strategy session.
ABOUT YOU
Full Name

First NameLast Name
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Business / Organization / Ministry Name (if applicable):
Website / Social Media (if applicable):
TELL ME ABOUT YOUR VISION
01. What are you building or working on? (Check all that apply.)

Other
02. In your own words, tell me about your idea, business, ministry, or organization. What do you want it to become?
03. Who are you hoping to serve?
04. Why is this important to you?
WHERE ARE YOU NOW?
05. Which best describes your current stage?
06. What have you already completed?
Examples: registration, branding, website, funding, programming, customers, partnerships, licensing, insurance, banking, etc
WHERE DO YOU NEED HELP?
07. What is your biggest challenge right now?
08. What is preventing you from moving forward?
09. Which areas would you like help thinking through? (Check all that apply.)
10. Are there specific resources, people, organizations, funding sources, or information you believe you need?
11, What would you most like to accomplish within the next 90 days?
12. What would you like to accomplish within the next 6-12 months?
13. Are you working toward a particular deadline?
14. At the end of our consultation, what would make our time together valuable to you?
15. Is there anything else I should know before we meet?
The Threshing Floor • Where Vision Becomes Clarity.
Should be Empty:

Client Intake Form

ABOUT YOU

TELL ME ABOUT YOUR VISION

WHERE ARE YOU NOW?

WHERE DO YOU NEED HELP?

The Threshing Floor • Where Vision Becomes Clarity.