AS NEEDED SUPPORT - CLIENT INTAKE
Focused support when you need it.
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
Startup / Idea Stage
Existing Business
Rebrand / Restructure
Other
Zoom
Google Meet
Microsoft Teams
Phone Call
SERVICE AREA
Homemaker & Companion Services
Training & Education Businesses
Client Case Documentation / Note Transcribing
APD Medwaiver & Support Services
Documentation & Compliance Services
FLMMIS Billing Assistance
Group Home & Supported Living
Payroll & HR Management Services
Policy & Procedure Development
Supported Employment Services
Startups & Small Business Development
NDA Preparation & Review
Healthcare & Non-Medical Services
Cleaning & Facility Services
Other Industry / Service Area
BUSINESS SNAPSHOT
Briefly describe your business, current situation, and the main challenge you want to address.
PLAN-SPECIFIC QUESTIONS
What do you need focused support with today?
What have you already tried or completed?
What outcome would make this 30-minute session successful?
Back
Next
TAILORED BUSINESS CONSULTING
Strategy. Clarity. Results.
AS NEEDED SUPPORT
30 Minutes | $45
PLAN TERMS, POLICIES & DISCLAIMER
SELECTED SERVICE SUMMARY
AS NEEDED SUPPORT
Duration: 30 Minutes
$45
Focused support when you need it. Primary focus: Strategy guidance
Problem-solving
Next-step planning
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.
Date
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Initials
Client Name
First Name
Last Name
Typed Signature / Full Legal Name
First Name
Last Name
Office Hours: Tuesday - Thursday, 9:00 AM - 4:00 PM | By appointment only
850-815-6922 | consult@tailoredsvcs.com | www.tailoredsvcs.com
Page 2 of 2
Submit
Should be Empty: