Client Intake Questionnaire

1) List your Company name & what you offer:

2) What is your role in the company? (list all)

3) Which of the following social media platforms do you have set up for your company? WebsiteInstagramLinkedInFacebookTikTokYouTube

4) How do you promote your business and where do most of your clients come from?

5) What are your top 3 pain points/challenges?

6) What are your business goals over the next year?

7) What is your vision for your company?

8) Do you intend to sell your business in the next 5–10 years? YesNoUnsure

9) What are your projected gross sales?

I agree to be contacted about my inquiry and understand this form stores my submitted information.

Anti-spam check: 10-3