Services
Client Intake Form
About Me
Contact
1) Contact Information
Full Name
*
Business Name
Email Address
*
Phone (optional)
Website (if you have one)
2) About Your Business
What best describes your business?
Select one
Startup
Small business
Growing team
Established business
Team size
Select one
Solo
2–5
6–10
10+
Briefly describe what your business does
*
3) How I Can Support You
What type of support are you looking for?
*
Administrative support
Website creation or updates
Automation / workflows
CRM setup or management
Email systems or funnels
Scheduling / inbox support
Tech support
Other (please specify)
If you choose “Other”, add details above.
Tip: Choose all that apply.
Describe the tasks/projects you need help with
*
4) Time & Scope
Estimated hours per week
*
Select one
5–10 hours
10–20 hours
20–30 hours
30+ hours
Not sure yet
Type of support
*
Select one
Ongoing / retainer
Short-term project
One-time task
Deadlines / timelines
5) Website (If Applicable)
Do you currently have a website?
Select one
Yes
No
If yes, what platform?
Select one
WordPress
Wix
Squarespace
Shopify
Other / Not sure
What website help do you need?
New website
Redesign
Updates / maintenance
Landing pages
Forms / integrations
6) Automation & Systems (If Applicable)
What tools/systems do you currently use?
Google Workspace
Microsoft 365
CRM
Email marketing platform
Zapier / Make
Not sure
What processes would you like to automate or improve?
7) Budget & Readiness
How would you prefer to work together?
Select one
Hourly
Monthly retainer
Project-based
Open to recommendation
When are you looking to get started?
Select one
Immediately
Within 2 weeks
Within 30 days
Just exploring
8) Final Question
What would success look like after working together?
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